With HubSpot CRM cards and App Home, you get much more out of your CRM. You no longer have to switch between all kinds of systems, but have everything you need right at your fingertips. From customer data to reports and actions: standard cards let you quickly see what's important, and custom cards and App Home give your team exactly the tools they need to work smarter.
What are CRM cards and App Home?
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CRM cards are smart blocks of information on the customer page in HubSpot. They not only show you what's going on, but also give you buttons to take immediate action. Think about updating an order status, creating a support ticket or enrolling someone in a workflow. All without leaving HubSpot.
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App Home is the home page for an app within HubSpot. Think of it as the dashboard and control panel for your integration. Your team not only sees an overview of key insights here, but can also immediately take the next step: add a new lead, renew a contract or download a report.
Together, CRM cards and App Home eliminate the need for your team to switch between different systems. Everything you need,see and do, you just control from HubSpot.
Two flavors: standard and custom
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Standard Cards: easy to set up in HubSpot, without code. Perfect for basic applications like showing recent activity, deals, or reports.
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Custom or app cards: custom cards that display data and features from other tools directly in HubSpot. This connects your ERP, event software or support platform to your CRM, for example. This variant requires some development .
What does this get your team?
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One complete customer view
Sales no longer has to log into the ERP for order status, marketing doesn't have to search for event registrations, service doesn't have to have a separate ticket system open. Everything is clearly laid out in HubSpot.
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Less switching, faster action
Whether you want to pick up a deal, check a payment or view service history: you can do it with a single click from the map or App Home.
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Smart dashboards
App Home gives your team a flying start to the day. For example:
"Which customers still have outstanding invoices?"
"Which leads attended an event last week?"
"Which support tickets need follow-up today?"
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More personal contact
Because you have all those insights right at your fingertips, you're having conversations faster with more context. An account manager who can instantly see inventory status makes an impression. A marketer who knows what events someone attended can follow up more relevantly.
Why customization is the real gamechanger
With custom CRM cards, your team gets one complete (360-degree) customer view. Even if the crucial data for this has to come from systems other than HubSpot. Consider:
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ERP Card
Not only insight into current stock or order status, but also the ability to immediately place a new order or change a delivery date. Sales therefore no longer needs to log into the ERP. -
Event Data Card
Shows which events a prospect has visited and offers buttons to directly invite someone to a next event or to start a follow-up campaign. -
Support Card
Service immediately sees open tickets, but can also create a new ticket, change the status or extend an SLA from within HubSpot. -
Finance Card
Sales not only sees if a customer has an outstanding invoice, but can immediately send a reminder or forward a signal to finance. -
App Home Dashboard
Combines overview with action. Imagine: a sales manager logs in and sees a list of "Top 5 customers with expiring contracts" at the top and clicks directly on "Renew contract" or "Schedule appointment." Service sees in the same dashboard "Tickets that need follow-up today" and can immediately press "Call customer" or "Send update."
With the applications of this kind of CRM card, the eternal switching between systems disappears. You create a single view in HubSpot, allowing your marketing and sales teams to work faster, more personally and with more context.
Standard versus customization in practice
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Standard cards |
Custom (app) cards |
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Implementation |
Done in minutes, no code required |
Requires development and possibly an API connection |
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Data |
HubSpot data |
HubSpot + external systems |
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Use |
Basic overview, reports, quick actions |
Unique processes, integrations, interactive components |
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Example |
Latest marketing campaign, recent deals |
Stock from ERP, ticket status from support tool, payment history |
For most teams, a mix is ideal: start with standard cards for overview and add customization as soon as you want to link specific external data.
How to do it
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Take stock of your needs
What external data is your team missing in HubSpot? Stock figures, contract status, event registrations? -
Design the card
Together with Bright Digital, you translate this wish into a clear prototype: which fields, buttons or actions are needed? -
Build and test
Our developers connect your external systems and ensure the data is visible in HubSpot in real time. -
Live and train
We publish the card and train your team to work with it immediately.
Standard applications remain useful
Of course, standard CRM cards are still valuable. They give your team quick insight into things like:
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Campaign interactions
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Open deals
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Important report figures
You can manage these cards yourself and quickly adjust them as your processes change. Think of them as the foundation on which your customization can build further.
What will change in 2025?
HubSpot continues to innovate. The old cards (legacy CRM cards) will disappear in 2026. The future is called UI Extensions, the modern version that offers even more features, such as interactive dashboards, charts and action buttons. With App Home, you take an extra step on top of that: one central place that really brings your app or integration to life within HubSpot.
Tips for a good start
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Start with a mix: use standard cards for quick wins and plan one or two custom cards for real impact.
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Think from your team: decide together what external data will make the difference in your daily work.
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Work in phases: start with one integration, for example event data, and then expand.
Frequently asked questions
Do I have to be technical to use this?
No, for standard cards you don't. For custom cards, you need a developer. Bright Digital will help you with the technology.
Are there any additional fees?
Standard cards are included. For custom cards, it depends on the desired integration and development.
Summary
HubSpot CRM cards give your marketing, sales and service team a complete customer view in one place. The standard cards offer quick insights, but the real power is in custom CRM cards: custom cards that let you link external systems directly to HubSpot. That way you not only see order statuses, event data or support tickets in your CRM, but you can also perform actions directly without switching between systems.
With App Home, you go one step further. This is your app's central dashboard within HubSpot, where your team sees key information at a glance and can immediately take the next step, from renewing a contract to following up with a customer.
By making external data and actions available directly in HubSpot, you save time, work smarter and offer customers a personalized experience. Bright Digital is happy to help you take that next step. Make an appointment here.
