HubSpot has rolled out a new public beta that lets admins customize the title card at the top of CRM records, and I think this is one of those seemingly small updates that is going to make a meaningful difference for teams with more customized HubSpot portals.
Until now, HubSpot determined which properties appeared in that prominent area at the top of a record. You could customize the cards underneath it, but the title area itself was largely fixed.
With the Customizable Title Card on CRM Records beta, admins can now add up to five custom properties to that space, so the information your team cares about most can be visible immediately.
And there are plenty of situations where that can solve a very real CRM problem.
When Important CRM Data Has Nowhere Good to Go
Imagine a sales team that works with a group of high-priority accounts and needs to recognize those accounts immediately when viewing a contact record.
When there hasn’t been an obvious place to surface that information prominently, teams sometimes resort to workarounds – like adding an account tier, customer type, or other internal designation directly to the contact’s name.
I understand why.
When your team needs a piece of information to be immediately visible, you find a way to make it visible.
But using the name field for something that isn’t actually part of someone’s name creates problems.
That internal designation can eventually make its way into personalized emails because HubSpot quite reasonably assumes that everything stored in the contact’s name field is, well, their name.
Suddenly, a customer could receive an email with an internal account label included in the personalization.
Not a great customer experience.
And definitely not good CRM data hygiene.
The better approach is to store that information in its own property, which is where it belongs. The challenge has always been making sure the sales team can still see it immediately without taking up valuable space elsewhere on the record.
This beta solves that problem nicely.
Now the Most Important Information Can Actually Be at the Top
With the new title card customization, you could surface something like Account Tier directly at the top of the contact record.
You could also show Contact Owner right alongside it.
That means the team can open a record and immediately answer two important questions:
- Is this a high-priority account?
- Who owns the relationship?
And because those properties no longer need to take up prime real estate in the cards underneath, that space can be used for other information.
That’s exactly the kind of CRM customization I like.
The data stays structured correctly, the user experience gets better, and we’re not inventing workarounds just to make important information visible.
This Is Especially Useful for Customized HubSpot Portals
For a very simple CRM, HubSpot’s default record layout may be perfectly adequate.
But the more customized a company’s sales, marketing, service, or operational processes become, the less likely it is that HubSpot’s default set of prominent properties happens to match what the team actually needs.
A salesperson might need to see territory, customer tier, renewal date, or product immediately.
A service team may care about support level or customer status.
An account manager might need to see account type and owner before anything else.
And companies using custom objects may have entirely different pieces of information that define what’s important about a record.
Until now, admins could customize much of the record layout while this highly visible area remained relatively inflexible.
So yes, I think this was a much-needed change in HubSpot.
How the New HubSpot Title Card Works
Admins can customize the title card from HubSpot’s record or preview customization settings.
You can add up to five custom properties in addition to HubSpot’s default information.
The customization carries through to both the full CRM record and the preview sidebar, which is particularly useful because users don’t always open the full record when they’re working.
HubSpot has also moved tags into the highlight card for Deals, Tickets, Custom Objects, and other objects that support them, making important status information easier to see.
And if you don’t customize anything, HubSpot simply continues displaying the existing default properties.
The beta is available across all HubSpot hubs and subscription tiers.
HubSpot Customizable CRM Record Title Cards: Why This Beta Matters
This is one of the reasons I pay attention to updates that might seem relatively minor.
A customizable title card isn’t as flashy as a new AI agent or a major new HubSpot product.
But changes like this can eliminate the little compromises teams have been making for years because HubSpot didn’t give them quite enough flexibility.
In my client’s case, we’re replacing a workaround that compromised data quality and occasionally created a poor customer experience with a properly structured property that’s actually more visible to the people who need it.
That’s a win all around.
And if your HubSpot portal has become highly customized over time, I’d take a look at this beta. There are probably a few properties your users would benefit from seeing the moment they open a record.