Pricing that grows with your team size.

Free

Free trial to adapt HubClerk to your workflow.

USD

per month

Everything you need to start automating.

$32

USD

per month

All the extras for your growing team.

$88

USD

per month

Added flexibility to close deals at scale.

Custom

Your questions answered.

What is HubClerk?: HubClerk is a service that helps sales teams keep their CRM systems accurate and up-to-date. By extracting key information from your sales documents—such as proposals, quotes, and invoices—HubClerk updates your CRM automatically. By eliminating tedious manual data entry, HubClerk saves time, increases your CRM adoption and reduces errors on CRM reports.

Who is HubClerk for?: HubClerk is designed for sales professionals, startups, and small to mid-sized businesses looking to streamline their CRM workflows. It’s ideal for teams that rely on CRMs like HubSpot but struggle with keeping data accurate due to the time-consuming nature of manual updates.

Why is HubClerk the best solution for CRM updates?: HubClerk stands out because it doesn’t just automate generic workflows—it understands your unique sales process. Unlike traditional automation tools or document extraction tools, HubClerk customizes data mapping and ensures your CRM reflects your exact deal stages, workflows, and document revisions. It saves time, reduces errors, and fits seamlessly into your existing setup.

What types of documents does HubClerk support?: HubClerk supports commonly used sales documents, including: proposals, quotes, invoices and any similar documents containing structured information relevant to your CRM. Supported formats include PDF, DOCX and TXT. Please note that the maximum file size limit is 20MB per document. If this limit isn’t sufficient for your use case, please contact us to discuss custom solutions.

Which CRMs does HubClerk integrate with?: HubClerk currently integrates with HubSpot, with Salesforce integration coming soon. Additional CRM integrations will be added based on customer demand.

Is HubClerk secure?: Yes, HubClerk prioritizes security. We use official OAuth for CRM integrations, ensuring your login credentials are never stored. All document processing and CRM updates occur over encrypted channels.

Can I customize how HubClerk updates my CRM?: Absolutely. HubClerk allows you to define custom mapping for your pipelines, deal stages, and CRM properties. During setup, we analyze your sales process and tailor our approach to meet your specific needs. You can adjust these settings anytime as your workflows evolve.

Can I reprocess a document after customizing HubClerk?: Yes, if you make changes to your HubClerk settings, you can reprocess previously uploaded documents. This ensures that any new mapping or customizations are applied retroactively, keeping your CRM fully accurate.

How does HubClerk ensure only the latest data is written to the CRM?: HubClerk ensures data accuracy by processing documents that include date information, such as deal or document dates. When syncing with your CRM, HubClerk compares the document's date with the existing CRM data to verify it is the most recent update. If necessary, you can override this behavior by enabling a specific flag, allowing HubClerk to update the data regardless of the date comparison.

Does HubClerk allow me to review updates before they are applied to the CRM?: Yes, HubClerk offers an audit mode that allows you to review the extracted data and proposed changes before they are applied to your CRM. This ensures full control over the updates and gives you the opportunity to confirm or adjust the data, providing peace of mind and greater accuracy for your CRM records.

What happens if I exceed my document limit?: If you exceed your monthly document limit, we’ll automatically grant you a one-time bonus of 50 additional document credits for free to ensure your workflow isn’t disrupted. However, if you exceed your limit again in future months, you’ll need to upgrade to the next tier to accommodate your usage. This way, you have flexibility for occasional overages without unexpected charges. We’ll notify you when you approach your limit, so there are no surprises.

How do I cancel my subscription?: You can cancel your subscription at any time through your account settings. Once canceled, you’ll retain access to your current plan until the end of the billing cycle, after which no further charges will be made.