Reports
CRM management
- Contacts: search, create and update, including lifecycle stage and owner.
- Companies: find, create and update records by name or domain.
- Tickets: list, create and update tickets in any ticket pipeline.
- Notes and associations: log a note and link it to the deal or contact.
- Every portal you can access: one chat covers each client portal you connect.
Pipeline and revenue reporting
- 508 fields: every field in the HubSpot fields list, plus your portal’s custom properties as dimensions.
Lead and email analytics
- Sources that bring customers: Contact original source next to Contact lifecycle stage.
- Lifecycle stage dates: Contact became a customer date shows how long leads take.
- Marketing emails: sent, opens, clicks and bounces for each Marketing email name.
Attribution and ad spend
- Ad spend next to deals: pull Meta Ads MCP spend and the Google Ads connector for Claude into the same answer as HubSpot deals.
- Revenue that reached the CRM: judge campaigns by Deal amount won, not by platform conversions.
- Funnel and cohorts: contacts by lifecycle stage from lead to customer, grouped by the month or source they came from.
- Marketing ROI: closed-won revenue next to Google Ads and Meta Ads spend, for CAC and ROAS by channel.