CRM work
HubSpot setup and repair
We set up new HubSpot accounts and repair old ones. Most of our CRM work is in HubSpot, so if that is what you use, you are in the right place.
Common problems
What we usually find
These come up again and again when we open an account that has been running for a while.
The same contact three times
Duplicates from imports, forms and manual entry. We merge them and stop new ones appearing.
Properties nobody fills in
Fields created years ago that no longer mean anything. We remove them and keep the ones you use.
Deal stages that do not match reality
Stages named for how somebody once sold. We rebuild them around how your team sells now.
Workflows that quietly stopped
Automations that broke after a change and nobody noticed. We find them, fix them and test them.
Imports that went wrong
Bad spreadsheets loaded into the wrong fields. We clean the data and load it properly.
Nothing connected to anything
HubSpot sitting alone while your website, inbox and accounts software do their own thing. We join them up.
How we help
How we can help
New HubSpot setup
You are starting from nothing, or from a spreadsheet. We set up properties, pipelines, forms and users so the account is right from day one.
Repairing an existing account
Somebody set it up and left. We audit it, write down what is wrong, then clean it up until your team trusts it again.
Moving from another CRM
We will look at what you have and say honestly whether moving is worth it. Sometimes the answer is no, and we will tell you that.
Connecting HubSpot to everything else
Your website forms, WhatsApp, email and accounts software, all feeding the same records without anyone retyping.
How it works
The same four steps
HubSpot work follows the same process as everything else we do. You always know what happens next, and what it costs, before we change anything.
Discovery
A free call. We ask how work reaches you today, which tools you use, and where the time goes. You do not need to prepare anything.
Audit
We look at your CRM, forms and daily work. Then we write down what is broken and what we would change. The document is yours to keep.
Build
We build in small steps. You see each part working as it is finished. There is no long wait and no surprise at the end.
Handover
We give you the documents, a training session for your team, and access to everything. You own it all. We stay available if you need us.
Tell us what your HubSpot is doing
A free call, then a written audit of what is wrong and what we would change. The audit is yours to keep either way.