A HubSpot Platinum partner that sets HubSpot up around the way your team sells

A HubSpot setup turns an empty account into the system your team runs the business on. We learn how you sell before we touch a setting in HubSpot. Before we build anything, we sit with your sales, marketing and service leads. We walk through a few recent deals from first contact to signed order. That tells us what the deal stages should be, which fields matter, who owns each step and where the handoffs happen.

With that agreed, we build it. We set up users and permissions, the fields you need on contacts, companies and deals, and deal stages that match how you sell. We add lead routing so new leads reach the right rep, plus your website forms, email templates and sequences. Last come the automations that move records along and the dashboards your managers will check every Monday.

We set up Sales Hub, Marketing Hub, Service Hub and Content Hub, alone or together. A manufacturer might need Sales Hub with a quoting process. A professional services firm might need a pipeline for proposals and renewals. An online brand might need Marketing Hub tied to its store. The setup follows the business.

The last part is training. We train each team on the parts of HubSpot they'll use, with their own data, and we record the sessions so new hires can catch up later. You also get written notes on how the account is set up, so the next admin doesn't have to guess.

A CRM migration is mostly a data project. The tools that copy records from one system to another work fine. The hard part is deciding what to bring, cleaning it on the way, and making sure nothing important gets lost. We do the planning before anyone presses import.

For a Salesforce migration, we start with an inventory of what's in your org. That means standard objects like leads, contacts, accounts, opportunities and cases, any custom objects, the fields on each one, the record types, and the automations that run on them. Salesforce and HubSpot organize some things differently. Salesforce keeps leads and contacts as separate objects, for example, while HubSpot uses one contact record with a lifecycle stage. We write a field map that shows where every piece of data lands, and we agree with you on what doesn't need to come across.

Next we clean. We merge duplicates, fix broken company links, standardize values like states and industries, and archive records untouched for years. A test migration follows, with a sample of your data. We check it with your team, fix what's wrong and run it again. Only then do we move everything, including notes, tasks, emails, attachments and deal history where the tools allow it.

We also rebuild the automations. Salesforce flows and process rules don't transfer on their own, so we recreate the ones you still need as HubSpot workflows, and we use the move as a chance to drop the ones no one remembers building.

We've done this for a client that ran sales on Salesforce, spreadsheets and manual steps. We moved it to HubSpot and built a sales process connected to its back-office system. Salesforce was retired, and the team got hours back every week.

We migrate from other systems too, including Zoho, Pipedrive, Microsoft Dynamics, older CRMs and plain spreadsheets. The steps are the same. Our Salesforce to HubSpot migration checklist lays out each one.

Reports are where a good setup pays off. Once the data is clean and the systems are connected, HubSpot can answer questions that used to take a spreadsheet and a free afternoon.

We build dashboards for each audience. Owners and leadership see revenue by source, the sales forecast and how long deals take to close. Sales managers see deals by stage and rep, deals that have gone quiet and win rates. Marketing sees which campaigns and channels bring leads that become customers. Service sees ticket volume and response times.

For companies running ads, we connect spend to results so you can see what each channel brought back in deals or orders. If you want to go deeper on that, our ad tracking and reporting service builds a single view across ad platforms, HubSpot and Shopify.