A CRM designed for regulated businesses — where AML status, KYC risk, and client compliance are first-class citizens alongside deals, tasks, and revenue. No more context-switching between compliance and commercial.
Every contact and organisation has a unified profile showing deal stage, AML risk score, KYC status, open invoices, service desk tickets, and document vault — all on one screen.
Visual Kanban pipeline with customisable stages, deal values, probability scores, and close date forecasting. Move deals by drag-and-drop. See revenue risk at a glance.
Email, notes, calls, and meetings logged automatically against every contact. Shared inbox for team visibility. No more "I thought you replied to them" conversations.
Automate onboarding steps: trigger KYC when a lead reaches a certain stage, send engagement letters from Vault on deal close, auto-create invoices on contract signature.
Revenue forecasts, pipeline health, conversion rates by source, and average deal cycle — all as live dashboards. Export to PDF or share with the leadership team in one click.
See risk score and KYC status directly on every contact record. Block deal progression until compliance is cleared.
Send proposals, NDAs, and engagement letters from Vault directly from the CRM deal record. Track opens and signatures.
Create an invoice directly from a closed CRM deal. Client data, service line items, and currency pulled automatically.
View open support tickets on the CRM contact record. Your team always knows about active issues before calling.
AI-qualified leads from Revenue Engine drop directly into your CRM pipeline with ICP scores and AML pre-screening done.
Website chat leads and conversations are captured in CRM automatically with full transcript and contact record created.
Book a demo and see how HubSecure CRM gives your commercial team the deal data they need — and your compliance team the oversight they require.