Services
CRM Consulting & HubSpot
We help businesses get HubSpot right from the start, or fix an implementation that is not delivering. From initial setup and data migration to workflow automation and team training, we handle the technical side so your team can focus on selling.
What we offer
End-to-end HubSpot services
Whether you are starting fresh, migrating from another platform, or optimising an existing setup, we cover every aspect of HubSpot CRM implementation and management.
- HubSpot Implementation
- Full setup of HubSpot CRM, Sales Hub, and Marketing Hub tailored to your business. We configure deal pipelines, contact properties, lifecycle stages, and permissions from the ground up.
- CRM Migration
- Moving from Salesforce, Dynamics, Pipedrive, or spreadsheets? We map your existing data, clean it, and migrate it into HubSpot with full validation so nothing gets lost in the transition.
- Workflow Automation
- Lead assignment, follow-up sequences, deal stage automation, and internal notifications configured to match your sales process and reduce manual effort across your team.
- Custom Reporting & Dashboards
- Sales performance, pipeline health, marketing attribution, and activity metrics presented in dashboards built for your team. No more exporting to spreadsheets.
- Email & Marketing Automation
- Nurture sequences, newsletter templates, form integrations, and lead scoring configured so your marketing efforts feed directly into your sales pipeline.
- Training & Adoption
- Your CRM is only as good as your team's willingness to use it. We provide hands-on training for sales teams, managers, and administrators to drive real adoption.
Implementation detail
Built around your sales process
We do not apply a one-size-fits-all template. Every implementation is designed around how your team works, what data matters to your business, and the integrations you depend on.
- Pipeline Design
- Deal stages, required properties, and win/loss reasons configured to reflect how your sales team actually works, not a generic template.
- Integrations
- Connect HubSpot to your website, email, accounting software, and other business tools. We build and maintain integrations so your data flows seamlessly between systems.
- Contact & Company Structure
- Properties, associations, and lifecycle stages designed to give you a clear picture of every contact and company in your database.
Our process
How we deliver
- 1
Discovery
We learn how your sales and marketing teams operate today: your process, your pain points, your tools, and your goals. This shapes everything that follows.
- 2
Configure & Build
We set up HubSpot to match your business: pipelines, properties, automations, integrations, and dashboards, all configured and tested before go-live.
- 3
Train & Launch
Hands-on training for every user role, followed by a supported go-live period. We stay close during the first weeks to resolve questions and fine-tune the setup.
Ongoing support
We do not disappear after go-live
CRM is not a set-and-forget tool. We provide ongoing support and optimisation to ensure your HubSpot instance keeps delivering value as your business evolves.
- Regular Reviews
- Quarterly CRM health checks to review data quality, workflow performance, adoption metrics, and identify opportunities for improvement.
- Admin Support
- Ongoing configuration changes, new workflow builds, report creation, and user management so you do not need a dedicated CRM administrator on staff.
- Best Practice Guidance
- We stay current with HubSpot's evolving feature set and advise you on new capabilities that could benefit your business as they become available.
CRM as part of your growth strategy
Beyond implementation
Our CRM consulting service delivers the outcomes described in our CRM and sales enablement solution: pipeline visibility, marketing alignment, and process standardisation that drive revenue. For businesses looking at CRM as part of a wider IT overhaul, it pairs naturally with our business growth technology solution, connecting your sales pipeline to the broader technology roadmap.
Frequently asked questions
Take control of your technology
Ready to get your tech to work for you?