CRM implementations
Whether you’re adding a CRM for the first time or migrating from old legacy tools, we’ll build it from start to finish.
What it is
A HubSpot portal built or migrated end to end by the same people who scoped it. Objects, properties, pipelines, automation, integrations, permissions and the reports that sit on top of all of it.
It is built in the open, with your admin in the working sessions, and it ends with documentation and recorded training rather than a login and good luck.
Problems it solves
The portal only one person understands, and that person has left. Two pipelines called Renewals and nobody sure which one the forecast reads.
Migrations that lose the history, or that go live on a promise and leave two systems disagreeing about the same number for a quarter.
Our process
Foundations first: objects, properties, permissions and naming conventions, agreed and written down before a single workflow exists.
Then build and migrate in weekly working sessions, run both systems in parallel until the numbers agree, and hand over with two weeks of hypercare while your team takes the controls.
Who it is for
Teams standing up a CRM for the first time, and teams moving onto HubSpot with a decade of history that has to come with them.
It works best where somebody internal is going to own the portal afterwards. If nobody is, a retainer is the more honest answer.
What you get
A CRM your team loves to use
You’ll get a CRM that works with the way your team does business, not against you.
Full documentation
Every object, workflow and integration, with the reasoning attached. Like a user’s manual, for your CRM!
Training & support
We don’t build, launch and then skip town. We’ll help train & support your team to ensure adoption.