FAQ
Questions, answered properly
Everything we get asked, grouped by topic — including the questions where the answer is "not yet". If yours is missing, email hello@rehnable.com and it will probably end up on this page.
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Getting started
What is Rehnable, in one sentence?
An app that turns the contacts already associated with a HubSpot company into an editable org chart with a stakeholder heatmap, and writes the reporting structure back into your portal as real HubSpot associations.
Is it available in the HubSpot Marketplace?
Not yet. We are preparing a listing, and HubSpot decides whether and when it is approved — so we will not promise a date. Right now we install Rehnable directly for a limited number of portals during early access. Everything on this site describes the product as it actually works today, not a plan.
How do I get access?
Email hello@rehnable.com with your HubSpot portal ID and roughly how many people would use it. You get an install link back, and a Super Admin in your portal completes the OAuth install.
How long does setup take?
Minutes. Approving the install is one screen; the association labels and the team property are created automatically; assigning seats takes as long as picking names from a list. There is no import and no data preparation.
Do we need to prepare our data first?
No. The one thing that matters is that contacts are associated with the company record — that association is how Rehnable knows who belongs to a company. Job titles help but are not required, and nothing needs cleaning up before you start.
Who needs to do the install?
A HubSpot Super Admin, because installing an app and granting permissions requires that level of access. After the install, ordinary users only need a seat.
Does every user need training?
The core interaction is dragging one card onto another. Most people are productive within a few minutes; the how-to guide covers the rest, and it is short on purpose.
Can I see it before installing anything?
Yes — ask for a walkthrough and we will show you the editor running against sample data. We deliberately never demo against a real customer's CRM.
Building and editing charts
Where do I open the org chart?
From the Rehnable card on a HubSpot company record. One button opens the editor in a modal over the record. Launching from a contact record is planned but not available yet.
Does Rehnable build the hierarchy automatically?
No, and that is deliberate. Guessing reporting lines from job titles produces confident nonsense — "Director" over "Senior Manager" is wrong about half the time. Rehnable shows what your CRM knows and makes it fast for a human who knows the account to build the truth.
How is a reporting line stored?
As a labelled contact-to-contact association in your portal: Manager one way, Direct report the other. It appears on the contact record itself and is usable in lists and workflows like any other association.
Do I have to save?
There is no Save button. Each drop is written to HubSpot immediately and can be undone with Cmd/Ctrl+Z or the undo toast. Nothing is left in a draft state you might forget to commit.
Can someone have two managers?
Not today — one primary manager per person. Dotted-line and secondary reporting relationships are a planned addition rather than a hidden setting.
What if a contact does not belong in the chart?
Leave them in the contacts panel — only the people you place appear on the canvas. If they are already placed, remove them from the chart; that clears their reporting lines and leaves the contact record itself untouched.
What happens to someone's reports if I remove their manager?
They stay visible instead of silently disappearing off the canvas, so you can re-parent them deliberately. The whole operation is undoable.
Can I accidentally create a loop?
No. Dropping a manager onto their own subordinate is refused by the canvas, and the server validates the same rule again before writing — the client is never the last line of defence.
Can several people edit the same chart at once?
They can, and writes go to HubSpot in the order they happen. What is not there yet is live refresh — you will not see a colleague's change until you reopen the editor. Reconciliation for simultaneous editors is on the roadmap.
Is there a limit to how many people I can put on a chart?
There is no hard product limit, and licensing is never based on contact count. In practice a chart with hundreds of nodes stops being readable long before it stops rendering — pick who matters, that is the point of the tool.
What are teams for?
Grouping people by function — Procurement, IT, Finance — independently of the reporting structure, because buying committees cut across the org chart. Team membership is stored in an ordinary contact property, so it works in lists and workflows too.
What can I put on the cards?
Name and job title, plus up to four contact properties you choose for the whole portal — buying role, lifecycle stage, last activity, or any other dropdown, number, date or yes/no property in your schema. Cards grow to fit what you selected.
Heatmap and data
What exactly does the heatmap measure?
Three modes, one at a time. Engagement is days since the contact's last sales activity, mapped over a 120-day window. Deals is how many deals the contact is associated with. Combined is the mean of the two, and it is the default.
Why is the score relative and not absolute?
Scores are normalised within the company you are viewing. An absolute scale would render every small or quiet account uniformly cold and tell you nothing. Relative scoring always separates the warmest stakeholders from the coldest ones in the account in front of you.
Which HubSpot property drives engagement?
hs_last_sales_activity_timestamp — HubSpot's own field for the last
sales activity on a contact. One cheap batch read covers the whole chart, which is
why opening a chart is fast.
Does collapsing a branch change the colours?
No. Heat is calculated across the whole company, not the visible subset, so hiding part of the tree never recolours the part you are still looking at.
Is the colour the only signal?
No — the underlying number is printed on the card, and team membership is shown separately from heat. Colour alone is never load-bearing, which also makes the chart usable if you have trouble distinguishing certain hues.
Does Rehnable use buying roles?
It reads HubSpot's own hs_buying_role property and shows it on the
card. You can update it through bulk property editing like any other writable
property; there is no separate buying-role editor.
Do you enrich our data from external sources?
No. Rehnable works exclusively on the data in your portal. It will not tell you about people who are not in your CRM — if you need external org data, you need a data provider, and that is a different product.
What happens if a contact is deleted or merged?
A reporting line pointing at a contact that no longer exists is treated as absent and reported — not as a crash. Re-parent the affected reports and the chart is clean again.
Can I report on this data in HubSpot?
Everything Rehnable writes is standard HubSpot data — associations and properties — so it is available to lists, workflows and reporting to the same extent HubSpot exposes those object types generally.
HubSpot and compatibility
Which HubSpot plan do we need?
Rehnable uses standard CRM objects, associations and custom association labels. If you are unsure whether your subscription level includes what it needs, send us your portal ID before you buy anything and we will check it against your actual portal rather than guess from a plan name.
Does it work in a sandbox?
Yes — a sandbox is a good place to try it. Bear in mind sandboxes usually contain little activity data, so the heatmap will look flat there.
Does it conflict with our other integrations?
It should not. Rehnable adds its own association labels and one contact property, and it batches and throttles its API calls to stay inside your portal's rate limits so other integrations are not starved.
Does it change any existing property or association?
It never rewrites properties you did not ask it to. Bulk property editing changes exactly the property you selected on exactly the contacts you selected — and changing someone's manager never silently changes their team, or vice versa.
Will it work with custom objects?
Not currently. Rehnable works with contacts, companies and deals. Custom object support is not on the near-term roadmap.
What about the company group view — where does that data come from?
HubSpot's own parent/child company associations. If your group structure is not modelled there yet, you can build it in the group view by dragging companies onto each other.
Does Rehnable work on mobile?
The editor is built for the desktop CRM, where the modal and drag-and-drop belong. Reporting lines written by Rehnable are visible on contact records in the HubSpot mobile app, because they are ordinary associations.
Which browsers are supported?
Current versions of Chrome, Edge, Safari and Firefox. The app runs inside HubSpot's own iframe modal, so if HubSpot works in your browser, so does Rehnable.
Security and privacy
Do you store our CRM data?
No. Contacts, companies, deals and activity are read live for the chart you have open and never written to our database. What we store is an encrypted OAuth token, your portal's configuration, seat assignments and subscription status. The security page has the complete list.
Where is it hosted?
Microsoft Azure, Sweden Central — inside the EU. Your CRM data stays wherever your HubSpot account hosts it.
What would an attacker get if you were breached?
Which portals use Rehnable and which users hold seats. Not a single customer record, because those never arrive on our side in the first place. That is the whole reason the architecture is shaped this way.
How are the OAuth tokens protected?
Refresh tokens are encrypted at the application level with AES-GCM, and the key is held in Azure Key Vault. Access tokens are short-lived, refreshed server-side and never sent to the browser.
Can a user see charts for accounts they should not access?
Be aware of this before handing out seats: a seat holder can see the org charts and CRM data the app can read, regardless of their own HubSpot record-level permissions. If that is a problem for your setup, tell us — it is exactly the kind of feedback that shapes what we build next.
Are you GDPR compliant?
You are the controller, we act as a processor, our infrastructure is in the EU, and a DPA listing Azure and Stripe as subprocessors is available on request. Because we hold no CRM data, erasure and access requests are handled entirely inside your own HubSpot portal.
Do you have ISO 27001 or SOC 2?
No, and we will not imply otherwise. What we offer instead is an architecture in which your sensitive data never reaches us, plus a straight answer to any security question you send.
Do you use our data to train AI models?
No. We do not store your CRM data at all, so there is nothing to train on, sell, or share.
How do we report a security issue?
Email hello@rehnable.com. You will get a confirmation, a fix, and an account of what we did.
Billing and seats
What does it cost?
Four seat packages: Starter 5 seats at $39/month, Team 15 at $99, Business 40 at $199, Enterprise 100 at $399. Annual billing is about 15% cheaper. Every package contains the complete product — see the pricing page.
Is there a free trial?
Yes — 14 days of the full product, with no card and no payment details collected up front.
Are early access portals billed?
Not while we are in early access ahead of the Marketplace listing. The prices we publish are what billing will start at, and nobody will be charged without hearing from us first.
What counts as a seat?
A named HubSpot user who can open the editor. Colleagues who only read the reporting lines on contact records in HubSpot do not need a seat, because those are ordinary CRM associations.
Can we buy exactly the number of seats we need?
Not yet — the packages are 5, 15, 40 and 100. A twelve-person team buys the 15-seat package. Individual add-on seats were deliberately left out of the first version to keep billing simple; we will add them if customers actually ask.
Can seats be reassigned?
Yes. An admin can take a seat from one user and give it to another at any time — useful when someone leaves or changes role.
What happens if a payment fails?
Access continues while the payment is being retried, so an expired card does not lock your team out mid-quarter. Only a genuinely cancelled or unpaid subscription ends access.
What happens if we stop paying or cancel?
The editor stops opening. Nothing in your portal is deleted or held hostage — the reporting lines, teams, lists and tasks are your data and stay exactly where they are.
How do we pay, and do you handle card details?
Checkout runs on Stripe's hosted page. We never see or store card details — only a subscription reference and its status.
How is VAT handled?
All prices exclude VAT. What ends up on your invoice depends on where your business is registered and whether you supply a valid VAT number — businesses inside the EU but outside Sweden are normally invoiced under the reverse-charge mechanism, and customers outside the EU are invoiced without Swedish VAT. If you need the exact treatment for your country before you buy, ask us.
Do you offer invoicing, or annual contracts above 100 seats?
Above 100 seats there is no self-serve tier, on purpose — talk to us and we will sort out the commercial and procurement side properly.
Admin and troubleshooting
What does Rehnable create in our portal?
Two things, once: a labelled contact-to-contact association pair called Manager /
Direct report, and a contact property called orgchart_team. Both are
created idempotently — nothing is duplicated if they already exist.
What if someone deletes that property or those labels?
The next write notices, re-creates what is missing and retries automatically. You do not have to call support to recover from an accidental deletion.
A company shows no contacts. Why?
The contacts are almost certainly not associated with the company record. Rehnable reads the association, not the email domain — add the association and reopen the chart.
A user cannot open the editor.
Usually they do not hold a seat. Check Settings → Seats. If the whole portal is affected, the app may have been uninstalled or the subscription may have ended.
What is the orange Test mode banner?
It means the editor is running against built-in sample data rather than your CRM. The banner is persistent and cannot be dismissed, precisely so demo data can never be mistaken for your real portal. Turn Test mode off to go back to live data.
How do we uninstall?
From HubSpot's connected apps settings, like any other app. Your authorisation is revoked at once; a credential already issued to us can remain valid for up to about 30 minutes, after which the installation is marked as removed and our copy of your token is deleted. Everything Rehnable created inside your portal stays there — and you can delete the labels and the team property yourself if you want no trace left.
How do we get support?
Email hello@rehnable.com with your portal ID and what you were doing. During early access you are writing directly to the person who built the thing.
Roadmap and company
What is coming next?
Launching from contact records, dotted-line reporting, and live refresh when several people edit the same chart. Early access customers have real influence over that order.
Can we export a chart as an image or PDF?
Not yet. It is parked rather than rejected — we build features when customers ask for them, and this one has not come up enough yet. If you need it, say so and it moves up.
Will there be a Salesforce or Pipedrive version?
No plans. Rehnable is built deeply into HubSpot's association model rather than on a lowest-common-denominator abstraction, and that depth is most of what makes it good.
Who builds Rehnable?
An independent Swedish software company of the same name. Rehnable is built by people who run HubSpot for a living, which is why it solves the problem the way a CRM manager would want it solved.
Are you affiliated with HubSpot?
No. Rehnable is an independent app built on HubSpot's public developer platform, and is not affiliated with or endorsed by HubSpot, Inc.
How do we suggest a feature?
Email it. There is no feedback portal to shout into — requests go to the person who decides what gets built, and during early access the loop from suggestion to shipped is unusually short.
Question not covered? Email hello@rehnable.com. Real answers, from a human, usually the same day.
Still deciding?
The fastest way to judge Rehnable is fourteen days against one of your own messy enterprise accounts.