What it does
Hoq CRM keeps your contacts, the companies they work for, and the deals you are chasing. Each deal sits on a pipeline board. You drag it from Lead to Qualified to Proposal, and the board totals what the pipeline is worth at each stage's odds.
Every call, note, task and text goes on the contact's timeline. Tags, lists and your own custom fields sort people the way your business does. A CSV from another tool comes in without a mapping step: CRM matches loose headings like First Name or given_name, and updates people it already has by email.
Your workspace is one .crm document in your own Hoq Storage. You can take a snapshot at any time, roll back to it, or start a new workspace from it. Answers from Hoq Forms land on the right contact, and a deal can put tasks on your Hoq Todo list that close when the deal is won or lost.
In numbers
6custom field types
5stages in the starting pipeline, each with its own odds
72 hidle time before a workspace is put away in your drive
Specifications
| Where your data lives | One .crm document per workspace in the owner's Hoq Storage, in a folder called CRM. |
|---|---|
| Snapshots | A snapshot is its own .crm document in CRM/Snapshots. Restore it as the next version, or fork it into a new workspace. |
| Default pipeline | Lead 10%, Qualified 25%, Proposal 50%, then Won or Lost. Stages and odds can be changed, and you can add pipelines. |
| Custom field types | Text, number, date, select, checkbox and URL. |
| CSV import | Loose header matching with no mapping step; a tags column may hold several tags; existing contacts are updated by email. |
| Price groups | Put contacts and companies in a price group with an end date, and export only the people in one group. |
| Organizations | A workspace can belong to a person or to a Hoq organization. Members read and write; admins restore, fork and change structure. |
| Idle workspaces | A workspace untouched for 72 hours is put away in your drive and opens again on the next visit. |
Features
18 features, all shipped. Listed from the product's code and documentation; each row shows the day it was last checked.
| Contacts | Add, edit and remove people, with one contact per email address. | |
| Companies | Keep the companies your contacts work for. | |
| Tags | Tag contacts and filter by tag. | |
| Lists | Group contacts into lists and add or remove them. | |
| Custom fields | Add your own fields: text, number, date, select, checkbox or URL. | |
| Price groups | Put contacts and companies in a price group with an end date, and export who is in one. |
| Timeline | Log calls, notes, texts and tasks on a contact, and see recent activity across the workspace. | |
| Tasks | List open tasks from every contact in one place. | |
| Events | Record things that happened to a contact elsewhere, such as a form sent. |
| Pipelines and stages | Run one or more pipelines with your own stages and win odds. | |
| Deal board | Drag deals between stages; each move is recorded on the deal. | |
| Weighted forecast | Totals the board by stage, weighted by each stage's odds. |
| CSV import | Bring contacts from any CSV with loose header matching, updating existing people by email. | |
| Snapshots | Take a copy of the whole workspace at any time without opening it. | |
| Restore and fork | Roll the workspace back to a snapshot, or start a new workspace from one. | |
| Switch workspace files | Point your CRM at any other .crm document in your drive. |
| From Hoq Forms | A form entry finds or adds the contact by email and logs it on their timeline once. | |
| Deals on Todo | Add a deal to your Hoq Todo list; winning or losing the deal closes the task. |
Works with
- Hoq FormsA form entry finds or adds the contact by email and logs it once.
- Hoq TodoA deal can become a Todo task, closed when the deal is won or lost.
- Hoq StorageThe workspace and its snapshots are .crm documents in your drive.
Your data
| Where it is kept | One .crm document per workspace in the owner's Hoq Storage, folder CRM. Snapshots are separate .crm documents beside it. |
|---|---|
| Getting it out | The .crm document itself is yours in your drive. Price-group members can be exported from the app. There is no one-click CSV export of all contacts yet. |
| If you leave | Not documented. The workspace file stays in your drive. |
APIs and standards
- JSON API: POST /api/crm with a Bearer key (scope crm:use)
- Standard: CSV
Compared
| Checked 2026-11-01 | Hoq CRM | HubSpot Sales Hub Starter | Pipedrive Lite |
|---|---|---|---|
| Cheapest paid tier | No public price yet | $20 per seat per month billed monthly; $7 per seat per month billed annually (new-customer rate)1 | US$14 per seat per month billed annually (official page could not be read; figure from search snapshot)2 |
| Free plan | No public price yet | Yes, up to 2 users1 | not published2 |
| Pipelines | As many as you make | Up to 15 per account1 | Unlimited on Lite3 |
| Deal or record limit on cheapest tier | None set | Not shown on pricing page1 | 2,500 deals and leads per seat, up to 300,0004 |
| Export | The workspace is a .crm document in your drive; no CSV export of all contacts yet | CSV, XLSX or XLS on all plans5 | Excel or CSV by data type6 |
| API | JSON API with a scoped key | Not stated on pricing page1 | Included on Lite3 |
| Offline on phone | No | not published1 | Yes, iOS and Android apps sync on reconnect7 |
| Email sequences and automation | Not built | Sequences and up to 50 workflows1 | Not on Lite4 |
| Where data lives | A file in your own Hoq Storage | Vendor cloud1 | Vendor cloud2 |
- https://www.hubspot.com/pricing/sales/starter
- https://support.pipedrive.com/en/article/how-does-pricing-work-in-pipedrive
- https://support.pipedrive.com/en/article/what-features-do-the-pipedrive-plans-have
- https://support.pipedrive.com/en/article/usage-limits-in-pipedrive
- https://knowledge.hubspot.com/import-and-export/export-records
- https://support.pipedrive.com/en/article/exporting-data-from-pipedrive
- https://support.pipedrive.com/en/article/do-the-mobile-apps-work-offline