Spotlight product deep dive: Fast, focused teams with AI-powered Workspaces

The Sales, Customer Success, and Help Desk Workspaces are helping teams get and delight customers

Every minute counts for customer-facing teams, so productivity is a top priority. For sales reps, it means more deals closed. For customer success managers, it means higher retention rates. For support reps, it means happier customers. And all of it directly impacts a business’s bottom line. 

That’s why we're introducing Workspaces to help sales and CX teams be more efficient—and effective: the Sales Workspace for sales teams; the Customer Success Workspace for success teams; and the Help Desk Workspace for support teams. Embedded with Breeze and powered by the Smart CRM, these Workspaces are purpose-built homes on HubSpot that help teams gather important context, prioritize for impact, and take the right action.

Sales Workspace gives sales reps what they need to build pipeline and close deals

Anandi Pendse, Director of UX, introduces the Sales Workspace

Sales Workspace is a rep’s all-in-one home on HubSpot to research prospects, prioritize leads, and close deals. It includes Predictive Deal Score to identify which deals deserve attention; Guided Actions to recommend best next steps for reps; Deal Insights for easy clarity on deal context; and AI Meeting Assistant for easy preparation and follow-up. Plus, a new Target Accounts experience for better account-based selling.

“Sales teams operate in two modes: building an understanding of their customer and engaging with them. They all want to spend more time engaging, but get bogged down in research and admin,” said Michael Walton, VP Product and GM of Sales Hub. “We built the Sales Workspace to make the research process more productive and offer guided actions. This way, reps can spend more time building relationships and less time summarizing them.”

"Sales Workspace has been a game changer for our team,” said Keith Vandeventer, Director of CRM Strategy and Operations at SANDOW Design Group. “Before, we were managing 15 different pipelines in one enterprise hub, which made finding data incredibly complicated. Now, instead of looking at pipelines, I can focus on individual reps, coach them effectively, and help them sell better. With Sales Workspace, everything is in one spot - from prospecting to deals to guided actions. The result? We've cut our sales cycle from eight months to just three months. When you're in publishing with strict deadlines, that efficiency is everything."

Customer Success Workspace helps CSM’s spot problems before they happen and nurture customers

An overview of the new Customer Success Workspace

Customer Success Workspace gives CSMs easy access to their schedule, tasks, key reports, and book of business in one place. It now includes features like alerts for real-time updates when customer health scores change; multi-team support for large and scaling success teams; and new reporting to give leaders an overview of their team's performance and customer health.

Help Desk Workspace is where support reps can triage and solve customer issues

Rose Sail, Product Lead, introduces the Help Desk Workspace

Help Desk Workspace gives support reps all the information they need to understand and triage customer challenges in one place. New features include Operating Hours to set team availability; a new API to add any messaging app to your help desk; Team Spaces for dynamic ticket sorting and fast collaboration ; improved performance analytics; and Ticket Splitting to break down complex customer requests into manageable components for different teams.

“More than any other team, business leaders put their trust in CX to represent their company in a way that lives up to their promise,” said Paul Weston, VP Product and GM of Service Hub. “We know that getting new customers can cost up to 25 times more than keeping current ones.* So retaining customers and making sure they’re happy is critical. The Customer Success and Help Desk Workspaces bring together everything these teams need to solve customer challenges and spot opportunities to help them grow.”

The Sales, Customer Success, and Help Desk Workspaces are available globally now.

Interested in more product deep dives from the Spring 2025 Spotlight? Learn more about our new Breeze Agents that help businesses build hybrid teams here. And learn more about updates that are helping advanced marketers find, engage, and convert leads with Marketing Hub Enterprise here.

Visit the Spring 2025 Spotlight to see all 200+ releases.

*Harvard Business Review