> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autonudge.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Standalone vs HubSpot

> Nudge as your CRM, or Nudge on top of the one you have

Every workspace runs in one of two modes, chosen at setup. Both give you the full outreach machine: contacts, triggers, templates, WhatsApp, calls, email, inbox, bulk actions. The difference is where contacts come from and who owns the record.

## Standalone

Nudge is the CRM. Contacts live here, you create them by hand, through [web forms](/crm/forms), through the [API](/api/overview), or automatically when someone messages you. Notes, tasks, documents and [deals](/crm/deals) are all native.

Pick this if you have no CRM, or you have one nobody actually opens.

## HubSpot mode

HubSpot stays the system of record. Nudge pulls the contacts your triggers care about, works them, and writes results back: state changes, property updates, and a Note for every message sent. See [HubSpot sync](/crm/hubspot) for how the two-way sync behaves.

Pick this if your team already lives in HubSpot and you want outreach on top rather than a migration.

## What differs

|                             | Standalone                           | HubSpot mode                          |
| --------------------------- | ------------------------------------ | ------------------------------------- |
| Contacts come from          | Forms, API, manual, inbound messages | The HubSpot sync                      |
| Creating a contact in Nudge | Yes                                  | No, create it in HubSpot              |
| [Web forms](/crm/forms)     | Yes                                  | Not available                         |
| Notes, tasks, documents     | Native, fully editable               | Recent HubSpot notes, read-only       |
| [Deals](/crm/deals)         | Native board                         | HubSpot owns your deals               |
| Bulk property actions       | Yes                                  | Not available                         |
| Creating contacts via API   | Yes                                  | No, but reads, updates and sends work |

Everything not in that table behaves identically. Triggers, templates, the inbox, calling and pacing do not care which mode you are in.

<Note>
  Changing mode after setup is not a toggle, it is a migration. Decide during onboarding and we will set the workspace up accordingly.
</Note>
