AdviVest
Fills the gaps HubSpot leaves open

Three tools. Every HubSpot gap covered.

AdviVest builds independent tools for HubSpot: a quote builder that works straight from your CRM records, a manager for property hierarchies and associations, and Dedupe Desk for cleaning up duplicate records.

Open Quote Builder → Open Property Hierarchy → Open Dedupe Desk →
Company

Three separate tools, each closing a gap in HubSpot.

AdviVest builds functionality HubSpot doesn't ship out of the box. Instead of one dashboard bolted on top of your CRM, we build focused, independent tools that each work inside HubSpot on their own — no shared setup, no dependency between them.

Independent toolsQuote Builder, Property Hierarchy and Dedupe Desk each work standalone — use one, some, or all of them.
Native to HubSpotNo separate login or sync step — each tool runs inside the CRM your team already uses.
Fills native gapsFunctionality HubSpot doesn't handle on its own, built directly into your workflow.
Products

Pick where you want to start.

Quote Builder CRM Card

Generates a quote straight from your HubSpot CRM data in a few clicks — no exporting, no separate tool, no leaving the record.

  • CRM-embedded card
  • Quote generation
  • Live HubSpot data
Open Quote Builder →

Property Hierarchy & Associations

Adds the parent-child property structure and object associations HubSpot doesn't natively support — mapped directly on your existing records.

  • Hierarchies
  • Property mappings
  • Bulk import
  • Filtered associations
Open Property Hierarchy →

Dedupe Desk

Find, review and merge duplicate HubSpot contacts and companies, with filters and match rules you control, all from an app page inside HubSpot.

  • Filters and match rules you choose
  • Side-by-side review with match score
  • Merge, archive or mark as not duplicate
Open Dedupe Desk →
Support

Need a hand? We're here.

Email Support

For account issues, billing questions, installation help, and detailed technical problems. Include your HubSpot portal ID and steps to reproduce.

Monday–Friday, 9am–6pm EST
advivest@gmail.com

Phone Support

Speak directly with our support team for urgent installation, configuration, or account issues.

Monday–Friday, 9am–6pm EST
+91 7802029806