CRM, Client Hub, and
Project Tracking in One Place
Keep client details, project activity, uploads, notes, invites, and messages connected in one organized system. URBN Hub Core gives you a clean foundation for managing client relationships and the work tied to them.
Core is where your business data lives, so every client, project, file, and conversation stays connected instead of being scattered across separate tools.
Your client records and project context stay in one system
URBN Hub Core gives you a single place to manage clients, leads, project history, files, contact details, and activity. Instead of bouncing between spreadsheets, inboxes, and folders, you get one organized view of the relationship and the work.
- Store client and contact details in a structured CRM
- Track lead status, source, priority, and related business info
- View project history and client activity from the same place
- Keep notes, files, and records attached to the right client
- Build a cleaner foundation for billing, scheduling, and team workflows
Each client has a clear home base for everything tied to them
Open a client and move straight into the parts that matter. View their profile, check related projects, manage uploads, send an invite, collaborate on notes, or review messages without digging through disconnected pages.
- Jump from the client record into projects, uploads, and messages
- Keep important actions grouped under one client workspace
- Invite clients into their hub without losing context
- Reduce back-and-forth when you need to find files or history fast
- Give your team a cleaner workflow around each client account
Client profiles that give you real context before the next step
URBN Hub Core stores more than basic contact info. Keep business details, lead status, address information, notes, websites, tags, service interests, and other account data in one structured profile that is easy to review at a glance.
- See client and business details in one organized profile
- Track lead source, status, priority, and related notes
- Keep websites, address info, and account details together
- Reduce missed context before calls, updates, or follow-ups
- Make handoffs easier when more than one person works on the account
Give clients a more organized and professional experience
The Client Hub gives your clients a shared space to stay updated, review project details, upload files, collaborate, and communicate without relying on scattered email threads or disconnected folders.
- Give clients a dedicated space for project-related activity
- Make updates, files, and communication easier to find
- Support collaboration without sending everything through email
- Create a more polished client experience from the start
- Keep the relationship active inside your own system
More than a contact list
URBN Hub Core is built to support the full client workflow, not just store names and emails. It becomes the connected base for project tracking, uploads, invites, collaboration, messages, billing, scheduling, and team coordination as your business grows.
Client Profiles
Keep contact details, business info, lead data, and notes in one structured record.
Client Hub Access
Invite clients into a more organized, professional experience tied to their account.
Projects
Keep work tied to the right client so project history stays easy to follow.
Uploads
Store documents and shared files under the correct client instead of scattered folders.
Collaboration
Keep shared notes and updates attached to the real work instead of buried in inbox clutter.
Ready for Expansion
Core becomes the foundation for Billing, Scheduling, Team Hub, and the rest of URBN Hub.
Everything You Need to Know
Learn how URBN Hub helps you manage clients, projects, billing, scheduling, and email tools from one simple dashboard.
Keep clients, projects, files, and communication organized from day one
Start with URBN Hub Core and build your business on a connected client system that keeps records, work, and communication in one place.
