CRM & RevOps
HubSpot CRM automation
A HubSpot portal your sales team trusts and your reports can rely on
We clean up your data, rebuild lifecycle stages and pipelines, and automate the follow-up, routing and reporting your team is doing by hand today.
Pricing
Custom quote
Fixed-scope audit first, then an implementation estimate.
- Free strategy call first
- Written quote before any work starts
- Your accounts, your data, your assets
Overview
What this service does for you
HubSpot is only as useful as the data inside it. We audit your portal, fix properties and duplicates, define lifecycle stages and deal pipelines that match how you actually sell, and then automate lead routing, follow-up sequences, task creation and internal notifications. We also connect your ad platforms and forms so you can see which campaigns create pipeline, not just leads.
- Every lead is owned and followed up on time
- Reports leadership can make decisions from
- Clear attribution from campaign to closed deal
Signs you need this
Problems we fix
- “Duplicate contacts, empty properties and inconsistent lifecycle stages”
- “Leads sit unassigned or get followed up too late”
- “Reps keep their real pipeline in spreadsheets”
- “You can't tell which campaigns turn into revenue”
Deliverables
What’s included
- 1Portal audit with a prioritized fix list
- 2Data cleanup, deduplication and property governance
- 3Lifecycle stage and deal pipeline design
- 4Lead routing, scoring and follow-up workflows
- 5Ads, forms and offline-conversion connections
- 6Revenue and pipeline dashboards, plus team training
How we work
Clear scope first. Then we build.
- 1Free · 30 minutes
Strategy call
We look at what you're running today, where it breaks, and whether we're the right team to fix it.
An honest read on your biggest gaps, even if we're not the right fit.
- 2Fixed fee
Audit & blueprint
We review your accounts and tracking, then hand you written findings and a prioritized plan. Yours to keep.
Written findings, a prioritized plan and a quote for the build.
- 3Fixed scope
Build & launch
We build and connect what the plan calls for (boards, CRM workflows, automations, dashboards, tracking, campaigns), then train your team.
A connected, documented system your team knows how to use.
- 4Monthly
Run & improve
We run your ads and keep improving the system, and report on pipeline and revenue in plain English.
A monthly review of cost per qualified opportunity, pipeline and revenue.
No long commitment to start: the call is free and the audit is a one-off, fixed fee.
FAQ
HubSpot CRM automation: common questions
Keep exploring
Works well with
- Monday.com consulting & implementationWe design boards, automations and dashboards around how your team really delivers work, then migrate your data and train people so the new system sticks.Learn more
- Meta Ads managementStrategy, creative testing, Conversions API tracking and weekly optimization for Facebook and Instagram, reported against the leads and revenue in your CRM.Learn more
- Google Ads managementSearch, Performance Max and YouTube campaigns built on accurate conversion tracking, tight keyword control and regular search-term cleanup.Learn more
- AI & workflow automationWe connect your tools and automate the handoffs, data entry and follow-ups your team does by hand, then add AI where it helps: sorting inquiries, enriching leads, drafting replies and summarizing calls.Learn more
- Operations OS & custom dashboardsWe bring sales, marketing, delivery and finance data into one operating system: the dashboards, views and internal tools your team needs, on the tools you already use or as a custom-built app.Learn more
Free 30-minute strategy call
Find out where your system is leaking time and budget.
Tell us what you're running today, and we'll reply within one business day to set up the call. No obligation.
- We review your setup together in 30 minutes.
- You leave with the biggest gaps and a clear recommendation, even if it’s not us.