Turn HubSpot into a system that works for your team.
Configure HubSpot CRM, properties, pipelines, workflows, forms, lead routing and automation to create a more efficient sales and marketing process.
Everything the engagement covers.
Portal review
An audit of your current properties, pipelines, lists and workflows — including what to retire.
Data structure
Contact, company and deal properties defined so reporting is possible later.
Pipelines & lifecycle stages
Deal stages and lifecycle definitions your sales and marketing teams both agree on.
Forms & lead capture
Forms mapped to properties, with sensible required fields and duplicate handling.
Workflows & routing
Lead assignment, internal notifications, task creation and lifecycle automation.
Team walkthrough
Documentation and a live session so the team knows how the setup is meant to be used.
- Teams onboarding onto HubSpot CRM
- Portals that grew messy over time
- Sales teams with inconsistent pipeline data
- Marketing teams needing reliable lead routing
Understand
Review your portal, data and process.
Plan
Define properties, stages and automation.
Build
Configure CRM, forms and workflows.
Optimize
Test, refine and train the team.
Indicative engagement tiers.
Core CRM configuration for a new or small portal.
- Property setup
- Single pipeline
- Form mapping
- Basic workflows
Workflows, routing and lifecycle automation.
- Lead routing
- Lifecycle automation
- Internal notifications
- Task creation
Restructuring an established, messy portal.
- Full audit
- Data cleanup plan
- Multi-pipeline setup
- Team training
Prices are indicative and scoped per engagement. Share your brief for a fixed quote.
HubSpot CRM Setup & Automation — questions
Do you help with HubSpot CRM and automation?
Yes. We configure properties, pipelines, lifecycle stages, forms, lead routing and workflows so your data stays clean and follow-up happens automatically.
Can you fix a messy existing portal?
Often the biggest win. We audit what's there, retire what's unused, and restructure properties and workflows around how your team actually works.
Do you build integrations?
We handle standard HubSpot integrations and straightforward connections. For complex or bespoke integrations we'll tell you up front what's realistic.
How much does CRM and automation work cost?
CRM and automation engagements start from $300+ depending on portal size and how much restructuring is needed.
How long does a HubSpot CRM setup take?
A focused CRM and automation engagement usually runs 1–3 weeks depending on portal size and the number of workflows.
What does HubSpot CRM setup include?
Properties, deal pipelines and stages, lifecycle stages, form field mapping, lead routing, workflows, lists and reporting basics.
Can you clean up duplicate or messy CRM data?
Yes. Deduplication, property consolidation and retiring unused fields are common first steps.
Can you automate lead routing to our sales team?
Yes — rotation, territory or score-based assignment with notification and follow-up task automation.
Do you set up lead scoring?
Yes, where your subscription supports it. We define scoring criteria with you and validate against real contact data.
Can you build dashboards and reports?
Yes. We build the core dashboards your team needs — pipeline, source attribution and campaign performance.
Will you train our team on the new setup?
Yes. Handover includes a walkthrough call plus short Loom videos covering the workflows and pipelines we built.
Brief us on your hubspot crm setup & automation project.
Tell us where you are and where you want to be. We reply within two business days.
- CRM properties and data structure
- Deal pipelines and lifecycle stages
- Forms, lead capture and routing
- Marketing and sales workflows