Run the Pipeline. Automate the Busywork.
You're the one who actually knows where every job stands. Summit Hub gives you one board to run it from, automations to chase the things you shouldn't have to remember, and control over who on the team can see and do what.
Built for the person juggling every job at once, not just one at a time.
Every job, start to finish, on one track
Lead to handover — each stage moves the job forward, and where your tools are connected, the right update fires automatically.
- 01Lead
Enquiry lands
HubSpot - 02Quoting
Estimate built
Native or Buildxact - 03Approved
Quote accepted
Xero + HubSpot - 04In progress
Job underway
Client portal - 05Complete
Job closed out
HubSpot
Everything on one board, nothing re-typed
Stop being the integration layer between four different systems.
One board, every job
Every deal from first enquiry to handover on a single pipeline — no cross-checking a CRM, a spreadsheet, and a whiteboard to know what's actually happening.
No double entry between systems
Leads come in from HubSpot, estimates from Buildxact and invoices from Xero, and deal-stage updates push back to HubSpot — so your team enters it once instead of re-keying between systems.
The follow-up happens even when you're in a site meeting
Set a workflow once — a deal enters a stage or a lead form is submitted — and Summit Hub runs the chain of emails, tasks and delays for you, on every job, automatically.
- Triggers from your pipeline. Stage moves and new deals start workflows without anyone touching them.
- Tasks assigned to real people. Chase the crew, not your own memory, for what happens next.
- Safe to turn on gradually. Workflows run only on new events once enabled, and switch off instantly.
Website enquiries land on your board, not in an inbox
Drop one embed on your website and every enquiry becomes a deal in the right pipeline and stage — matched to an existing contact if it's a repeat enquiry, ready for you to action.
- You choose where leads land. Point the form at any pipeline and stage, and change it without touching the website.
- Feeds straight into automations. A form submission can trigger the instant acknowledgement email automatically.
Lead capture comes with Crew; automations & permissions with Company
Stop being the reminder system for the whole business.
Automations and granular staff permissions are the anchor of the Company plan — see the full comparison.
See pricing