HubSpot Services — CRMAutomate
HubSpot Solutions Partner

Stop adapting your process
to HubSpot.
We configure HubSpot to you.

Whether you’re starting fresh, rescuing a messy portal, or migrating from another CRM — we build HubSpot setups your team will actually use, on a revenue engine that actually runs.

Get a free HubSpot audit Book a 15-min call
Is this for you?

You’re in the right place if…

Scan this list. If one line describes your situation, the rest of this page is worth reading.

Your HubSpot portal exists but your team logs in once a week — if that
You’re implementing HubSpot for the first time and don’t want the default setup nobody uses
You’re migrating from Salesforce, Pipedrive, Zoho, or a spreadsheet and can’t afford to lose a deal in the process
Your HubSpot data is full of duplicates, stale contacts, and fields nobody agreed on
You want automation but every time you build a workflow, something else breaks
You’ve been paying for HubSpot 12 months and still can’t report on pipeline with confidence
What we do

The specific problems
we solve in HubSpot

Not Hub names. Not feature lists. The actual work — and what it fixes.

New HubSpot Setup

Pipeline stages, deal properties, user roles, and lifecycle logic — mapped to your actual sales process before a single setting is touched.

Migration to HubSpot

From Salesforce, Pipedrive, Zoho, or a spreadsheet. We map, deduplicate, and migrate your full history so nothing falls through on day one.

Portal Audit & Rescue

Inherited a messy portal? We assess what’s broken, what’s costing you leads, and fix in order of revenue impact.

Marketing Hub Automation

Behavioural workflows, email sequences, lead scoring, forms, and landing pages — built to convert, not just to send.

Sales Hub Optimisation

Pipeline automation, task sequences, deal rotation, forecasting — so your reps spend time selling, not filling forms.

Service Hub Setup

Ticket pipelines, SLA targets, customer portal, and CSAT surveys — built to cut resolution time and surface full context on every case.

RevOps & Reporting

Custom dashboards, attribution models, and pipeline analytics that tell leadership what’s actually happening in revenue.

HubSpot Integrations

Connect HubSpot to your ERP, billing platform, or any tool in your stack. Native connectors first; custom API where they’re not enough.

How we work

What a HubSpot engagement
actually looks like

Every engagement starts with understanding your process — not applying our default template to your business.

Week 1

Discover

We audit your existing HubSpot setup — or your current CRM if you’re migrating — and interview your teams. You get a clear picture of what needs to change before anything does.

Week 1–2

Design

We design your HubSpot architecture: pipeline stages, object structure, workflow logic, and data model. You approve the blueprint before we build a single thing.

Week 2–6

Build

We configure, migrate, and automate. Weekly check-ins. Nothing goes live until you’ve seen it and signed off.

Week 6–7

Train

Role-specific, hands-on training for sales, marketing, and service separately. Adoption is part of the deliverable — not an optional add-on.

Ongoing

Support

Most clients keep us on retainer for ongoing optimisation and quarterly reviews. We can also hand off fully documented if you’d prefer to run it in-house. Your choice.

Results

What changes after we’re done

Replace these with your real numbers. Specific outcomes convert far better than capability claims.

B2B SaaS — 45 employees
62%

faster lead-to-demo conversion after Sales Hub rebuild and sequence automation

Migrated from Salesforce, rebuilt pipeline logic, automated follow-up sequences. Team of 8 reps live and trained in 5 weeks. Zero data loss.

Professional services — 120 employees
3×

more pipeline visibility 90 days after Marketing Hub automation and data cleanup

Portal rescue: 4 years of duplicates cleaned, lead scoring built from scratch. Board-level reporting dashboard now trusted company-wide.

Platform coverage

Every Hub. End to end.

We work across the full HubSpot product suite — not just the Hubs that are easiest to configure.

Marketing Hub

  • Workflow automation
  • Email campaigns & sequences
  • Lead scoring & lifecycle stages
  • Forms, CTAs & landing pages
  • Campaign attribution reporting

Sales Hub

  • Pipeline & deal stage design
  • Prospecting & sequence tools
  • Task automation & deal rotation
  • Forecasting configuration
  • Sales reporting dashboards

Service Hub

  • Ticket pipeline setup
  • SLA management
  • Customer portal
  • CSAT & NPS surveys
  • Knowledge base

Operations Hub

  • Data sync & integrations
  • Data quality automation
  • Custom coded actions
  • RevOps reporting

CMS Hub

  • HubSpot CMS setup
  • Blog & content architecture
  • Smart content configuration
  • SEO & sitemap setup

Commerce Hub

  • Payments & checkout
  • Quotes & invoicing
  • Subscription management
  • Product library setup
Common questions

Things people ask before
they get in touch

If your question isn’t here, it’ll take 15 minutes on a call.

How long does a HubSpot implementation take?
A Sales Hub setup typically runs 4–6 weeks. Full portal implementations covering Marketing + Sales + Service Hub take 8–12 weeks depending on data complexity and team availability. We scope this precisely after discovery — before you commit to anything.
Do we need to already have a HubSpot subscription?
No. We’ll help you choose the right tier before you subscribe so you don’t over-buy or lock into the wrong plan. If you already have HubSpot, we work with what you have and recommend upgrades only where genuinely needed.
Can you migrate our data from Salesforce or Pipedrive?
Yes — and it’s one of our most common engagements. We’ve migrated from Salesforce, Pipedrive, Zoho, Dynamics, and everything in between. We map, clean, and validate every record before it touches HubSpot.
We already have HubSpot but it’s a mess. Can you fix it?
That’s our most common engagement. We call it a Portal Rescue. We audit what you have, prioritise what’s costing you the most, and fix in order of revenue impact. Most rescues start with a free audit.
Do you provide training after the build?
Always. Role-specific, hands-on sessions for sales, marketing, and service separately. Adoption is part of what we deliver. A HubSpot setup your team doesn’t use is not a finished project.
What does a HubSpot engagement cost?
A portal audit starts from a fixed fee. Full implementations are scoped and priced after discovery — you’ll have a clear price before anything starts. We don’t do open-ended retainers with vague scope.
Ready to start?

Two ways to move forward

Pick whichever matches where you are right now.

Not sure where to start

Free HubSpot Audit

We assess your current HubSpot setup — or your existing CRM — and give you a clear view of what’s broken, what’s missing, and what it would take to fix it. No obligation.

Request a free audit
Know what you need

Book a 15-min call

Tell us about your HubSpot situation. 15 minutes is enough to scope whether we’re the right fit — and if we’re not, we’ll say so and point you somewhere that is.

Schedule a call

Schedule a Meeting