Hanson Builders
Sales Workspace
Your daily sales work, conversation notes and HubSpot records.
Available tools
AI Call & Meeting Notes
CRM-ready conversation summaries and follow-up actions, ready for review.
Contact Lookup
Search your HubSpot contacts and pull the complete record: details, deals, meetings and notes.
Close Meetings
See overdue and upcoming HubSpot meetings, set the outcome and move the deal stage.
Record a Meeting
Record from your phone or laptop, transcribe it, and save the notes to the contact or meeting in HubSpot.
Breeze Prompts
Ready-made AI prompts for follow-ups, summaries and next steps.
My Performance
Your meeting closures, stage moves, recordings and recent activity.
Leaderboard
Where you stand on activity and closures.
Not sure how something works?
Every tool here has a matching walkthrough in Sales Training.
