Process Boards: Turn process into measured behavior inside HubSpot

Process Boards transform your sales methodologies and revenue frameworks into actions that actually happen. Reps see the exact next step on the record they are working, errors are flagged in real time, and compliance is tracked automatically. Leaders get measurable proof of process adoption they can see - full visibility into the process

Embedded Docs: Surface answers exactly where your team works

With Embedded Documentation, process knowledge and FAQs live inside the HubSpot interface (and other SaaS tools your team uses). No more bouncing to wikis, PM tools, or Slack threads to figure out what a field means or why it matters. Every tip, video, or instruction appears at the exact moment it’s needed.

Guides: Step by step with in-app walkthroughs

Guides let you break down complex workflows into simple, clickable instructions that appear on screen while reps work. Instead of asking them to remember training sessions or watch long videos, Guides show “do this, then that” right in context. It’s interactive HubSpot training that turns one-time learning into consistent behavior across your team.

Updates: Keep your team aligned with real-time announcements

When processes change, Supered Updates make sure your team hears about it instantly and inside HubSpot. Announcements land where people are already working, not lost in email or chat. Whether it’s a new discount approval process or a critical product update, you can be confident every rep is informed and aligned.

Sidekick: Make knowledge instantly findable, anywhere

Sidekick acts as your company’s universal knowledge base. It pulls answers from across your systems and makes them accessible on any website or platform. Whether a rep is in HubSpot, Salesforce, or even browsing elsewhere, Sidekick surfaces the right information at the right time. Your team always has the context they need without breaking flow.

Process Rules: Dynamically guide reps in real-time (flow of work)

Process Rules push guidance in the flow of work so reps always know the right thing to do, in the right order, at the right time. From flagging missing data to triggering the next step with one click, reps don’t have to think twice - they just push “run” and follow the process.

Action Plans: Onboard reps faster with step by step instructions

Action Plans standardize onboarding for both employees and customers. Assign tasks, track progress, and know exactly where people are getting stuck. Instead of spreadsheets and scattered to-dos, onboarding becomes a structured journey that scales - helping new hires ramp faster and customers adopt your product with confidence.