Customer relationships
CRM & Contacts
Keep the customer, owner and next step together.
Organize your business contacts and pipeline inside BOB. Bring in a spreadsheet, review it before importing, and keep your team's updates coordinated.
Bring Your Contacts
- Import contacts from CSV or Excel with a review before anything is saved.
- Manage contacts, ownership, tags and pipeline stages in your workspace.
- Use bulk changes for tags, owners or stages instead of editing each contact individually.
People Own The Changes
- Conflicting edits are detected rather than silently overwriting another member's work.
- Access is checked against workspace membership and role.
- BOB suggestions are proposals for a member to approve, not automatic changes to your CRM.
Who it's for
Built for teams like yours
- Businesses tracking customers in spreadsheets.
- Teams that want contacts beside chat and bookings.
- Owners who want AI suggestions but human decisions.
How it works
Three steps
- 1Import a spreadsheet and review it before anything is saved.
- 2Track contacts and pipeline stages with your team.
- 3Approve or reject BOB's suggested updates.
Honest comparison
BOB vs HubSpot CRM
Contacts and pipeline
BOB
Included
HubSpot CRM
Included
Spreadsheet import with review
BOB
Review before importing
HubSpot CRM
Included
AI updates
BOB
Suggestions only; a member approves
HubSpot CRM
Varies by plan
Inbox, calls and bookings beside it
BOB
Same workspace
HubSpot CRM
Paid hubs or integrations
Why teams choose BOB
A CRM your team actually keeps up to date, because it's where they already chat, book and support customers.
Comparison based on the competitors' public pages, checked 25 October 2026. Product names are trademarks of their owners.
Sources: HubSpot CRM
Questions people ask
FAQ
Will BOB change my contacts by itself?
No. BOB can only suggest changes that a member approves.
Who can use the CRM?
Business workspaces, with role-based access.
Can two people edit at once?
Yes. Conflicting edits are detected rather than overwritten.
Can I connect another CRM?
Connected CRMs are separate integrations from BOB's built-in CRM.
Before you start
Access & availability
- CRM is for Business workspaces. Imports and bulk changes require review and appropriate access.
- Connected CRM tools are separate integrations; this page describes BOB's built-in CRM. Real-team bulk-edit verification remains pending.
See It In Your Own Workspace.
Start in your own workspace. Connect only the services you need and choose the actions you allow.