What is Calendah?
Calendah is your go-to tool for turning HubSpot records into a sleek, easy-to-read calendar view.
Whether you’re juggling sales pipelines, handling customer success tasks, or managing real estate deals, Calendah, with its calendar for HubSpot, has got you covered with plenty of ways to boost your CRM game. It lets you visualize records using custom or built-in fields, bringing more clarity and productivity to your workflow. In short, Calendah is a must-have for anyone looking to level up their HubSpot toolkit!
Main Business Problems Solved by Calendah
Calendah - calendar for HubSpot that can be the solution for your problems:
1. CRM data without visuals
Ever felt like your CRM data is just a cluttered mess? Calendah changes that by turning HubSpot records into a clean, visual monthly calendar. Now, you can see key dates and timelines at a glance, helping you prioritize and manage tasks effortlessly.
2. Sales pipeline chaos
Keeping track of deals can be tricky. With Calendah, you can view your sales pipeline using important dates like close or install deadlines. This helps sales teams stay on top of leads, follow up efficiently, and close deals faster.
3. Sloppy customer success tracking
Customer success depends on staying on top of onboarding, renewals, and engagement. Calendah lays out all these activities in an easy-to-read format, making it easier to follow up with customers and boost retention.
4. Messy operations management
From deadlines to milestones, business tasks can pile up fast. Calendah lets you see everything in one place, ensuring nothing gets missed and all operations run smoothly, boosting productivity across the board.
5. Project deadline nightmares
Managing projects and their deadlines can get overwhelming. Calendah offers project managers a clear view of timelines, milestones, and tasks, leading to better collaboration and on-time project delivery.
With its intuitive, customizable calendar view for HubSpot, Calendah tackles these issues, making it an indispensable tool across various industries.
Key Integration Features
Our calendar view for HubSpot offers some prime integration functions:
Tailor calendar views with HubSpot records
Easily create custom calendars using any HubSpot record, whether it's based on native fields like Install Date or Close Date, or your own custom fields. You can display critical info like deal names or amounts to get a crystal-clear visual of your CRM data.
Manage multiple color-coded calendars
Juggling different projects or teams? Calendah lets you set up multiple calendars at once, with color-coding options to make identification a breeze. It keeps your calendar for HubSpot organized, allowing you to track multiple tasks and records without the chaos.
Secure private and team calendars
With our paid plan, you can enjoy private calendars, team calendars, and even view-only access for specific users. This makes collaboration a snap while ensuring your data stays secure and private where it needs to.
Flexible data display for all records
Decide exactly what you want to see on your calendar, whether it’s deal names, amounts, or other custom fields. You can fine-tune views to focus on what’s most relevant to your business, so the important details are always front and center.
View in-app or in a separate window
Calendah integrates directly into HubSpot, giving you the flexibility to view it in-app as an iframe or pop it open in a separate tab. Whether you’re navigating a HubSpot record or need a standalone calendar view, it’s all about keeping your workflow smooth and simple.
Calendah Pricing
Calendah offers free and paid plans below:
Conclusion
Calendah brings a fresh, visual approach to managing your HubSpot data, making it easier than ever to stay on top of y our sales pipelines, customer success activities, and business operations. With customizable views, multiple calendar options, and seamless HubSpot integration, Calendah empowers teams to streamline their workflows, stay organized, and never miss an important deadline again. Whether you're looking to simplify project management, improve team collaboration, or just get a better handle on your CRM data, Calendah is the tool that transforms how you work. Try it out, and take your productivity to the next level!
FAQs
1. Can I pick which records show up in the calendar?
Absolutely! You get to choose which records to display—whether it's Contacts, Companies, Deals, Tickets, Meetings, Tasks, Calls, Emails, or custom objects. Plus, you can select which field to use as the calendar date for each entry.
2. How many saved views can I create?
More than you'll ever need! This lets you create the calendar for HubSpot for different teams or purposes—like one for sales and another for customer support. On the paid plan, each user can display up to 20 active calendars at a time.
3. What fields can I show in calendar entries?
You can display up to five fields per entry, so whether it’s the contact’s name, deal size, or upcoming task due date, you can customize it to match your workflow.
4. Can I filter the calendar to show specific types of records?
You can filter to only show records that meet certain conditions—like 'Closed Won' deals or upcoming renewals for subscription-based services.
5. How can I see more details about a record from the calendar?
Just click on any entry in the calendar, and a pop-up with more details will appear. This way, you get instant access to key info without leaving the calendar view.
6. Can I customize the colors?
Yes! You can change the background colors for different views, making it easier to organize and identify your entries at a glance.
7. Can I view multiple calendars at once?
Yes! You can display two calendars side by side, letting you combine different data sets into a single view.
8. How do I give feedback or request new features?
We’d love to hear from you! You can reach out to our support team at support@syncmatters.com.
9. Will there be future updates?
Definitely! We're constantly improving the app based on user feedback and new features, so keep an eye on our release notes and announcements for updates.
10. What if I have an issue with the app?
If you run into any issues with our calendar for HubSpot, reach out to our support team at support@syncmatters.com. We’re here to help resolve any problems and make sure you're having a great experience.
11. Does the app have a cost?
Yes, there’s a free version that allows for private calendars with one active calendar at a time. The paid version offers multiple active calendars, plus private, view-only, and team-based options.
12. How much is the paid version?
The paid plan is priced at $49/month per portal.
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