Mesh is a client–advisor workspace for growing businesses. Clients connect their HubSpot account so contacts, companies, and deals appear inside Mesh. Assigned advisors and Mesh admins can review that live CRM data to coach pipeline, prioritize accounts, and shape sales strategy—without leaving Mesh or duplicating records in another CRM.

Key problems Mesh solves with HubSpot:

• Advisors lack a shared view of the client’s real pipeline and accounts

• Switching between HubSpot and advisory tools slows collaboration

• Teams need read-only CRM context for strategy, not another place to edit HubSpot

How it works: the client signs in to Mesh, opens Sales (or Settings → Integrations), clicks Connect HubSpot, and authorizes read access. Mesh syncs contacts, companies, and deals for that organization. Disconnect anytime from Mesh.