whomso is an onboarding and customer management tool. It is the simplest way to move companies or clients from their signed contract, through to onboarding complete.

We do this through the use of microsites. These are personalised workspaces that contain customer-specific information — this might be training materials, product documentation, onboarding checklists or support workflows. Whatever you need to keep momentum.

Microsites in detail

Each microsite is customised to the company you're working with. This includes their logo and brand colours. Each microsite has their own link too, meaning that only those in receipt of the site link will be able to access it.

These microsites are available to the customer throughout the onboarding or success process via the same link. Sites are editable at all times and can be adapted based on the changing needs of the relationship — it's unlikely that a site built during kickoff will look the same as one used for long-term success enablement.

At this point, you're probably thinking that this takes a lot of time. We felt strongly about removing tasks from success and support teams' workload, not adding to it. So we made whomso a HubSpot native product.

What is a HubSpot native product?

As a HubSpot native product whomso integrates deeply with HubSpot's core functionality. Whilst you can use whomso via our web app, you can also do every task within your CRM.

We built our product this way because:

HubSpot is the source of truth for most onboarding and success teams. By integrating directly, the collaborative data we generate appears where teams already work. No duplication of effort.

These teams are already familiar with HubSpot's interface. Rather than adding another standalone tool, we wanted to avoid the switching costs associated with new tools.

As a native product, whomso depends on HubSpot's data and requires a HubSpot connection to function effectively. And although we're biased, we think HubSpot benefits massively from the additional functionality whomso brings.