Setup and onboarding
Sales, Marketing and Service Hub configured: properties, pipelines, users and permissions.
HubSpot is easy to start with and easy to outgrow without noticing: duplicate properties, workflows nobody remembers building, deals stuck in old stages. We set it up properly or tidy what you have, then connect it to your store and accounting so the numbers line up.
CRM
HubSpot
A good fit for
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
Sales, Marketing and Service Hub configured: properties, pipelines, users and permissions.
Lead rotation, task creation, email sequences and deal-stage automation.
Shopify, WooCommerce, Xero, QuickBooks, Apollo, Mailchimp and Klaviyo kept in sync.
Moves from spreadsheets or other CRMs, deduplication and data quality rules.
Pipeline, revenue and attribution dashboards your managers will open.
The right Hub tiers and seats, so you do not pay for features you do not use.
Every HubSpot project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
Something else on your mind? Ask us on a free call.