Do we need a particular HubSpot subscription?

Features and automation limits depend on the subscription. We check the required capabilities before including them in the scope, so nothing is promised that your plan cannot do.

Will implementation automatically improve sales?

A CRM can support better follow-up and clearer reporting. Sales results also depend on the offer, the leads and how the team uses it; implementation alone cannot guarantee revenue.

Can you migrate our data from another CRM?

Yes. We agree a mapping for contacts, deals and history, clean what needs cleaning, and check the result against the source before the old system is retired.

Have you delivered a HubSpot implementation before?

We have not published a HubSpot implementation as a case study. Our documented work is custom software, connected workflows and reporting systems. If a published CRM reference is a requirement for you, we would rather tell you that now than stretch a different project to fit.

Do you only work with HubSpot?

We scope the work around the CRM you use or intend to use. If HubSpot is not the right fit for your process or budget, we will say so before it is in the scope.

How much does it cost?

It depends on the pipelines, the data being migrated and how many integrations are involved. We scope it after the call and agree an estimate before work starts.

HubSpot implementation · CRM automation

HubSpot implementation built around your sales process.

We help configure HubSpot around how your team captures leads, manages deals and follows up. The project can include setup, migration, workflow automation and connections to the systems your team already uses.

Discuss your project What an implementation can include

Start with a free 30-minute call and your current setup.

Sales pipeline

Example

New3

Northwind Studio

InboundJM

Vela Foods

AdsAK

Qualified2

Brightpath Ltd

HotJM

Proposal2

Orion Group

ReferralAK

Won4

Lumen Co

ClosedJM

Illustrative board · sample recordsnot client data

What is CRM automation?

CRM automation means configuring your customer database so that capturing a lead, following it up and moving it through the pipeline does not depend on someone remembering to do it by hand.

The work is part configuration and part agreement: which stages exist, what each one means, who owns the next action, and which steps should run without a person confirming them.

It is worth doing when the CRM is already central to how the team sells, or when it is about to become so.

What an implementation usually has to fix

The four reasons a CRM quietly stops being used.

These are the problems we are most often asked to address. Naming which of them applies to you is the first part of the scope.

The team works around it

Deals live in someone’s head, a spreadsheet or an inbox. The pipeline in the CRM no longer describes what is actually happening.

Records are entered by hand, inconsistently

Contacts are half-filled, notes are missing and follow-ups are unrecorded, so reporting built on those records cannot be trusted.

Reporting is hard to interpret

Without agreed stage definitions and clean fields, getting a straight answer out of the system takes longer than it should.

It is disconnected from the other tools

Calls, invoicing, advertising and the website hold their own version of the same information, and nothing reconciles them.

What an implementation can include

Bring the scattered sources into one configured system.

An illustrative view of the sources a CRM implementation connects, and the capabilities you configure on top of them. What is available depends on your subscription and the APIs each tool exposes.

Scattered today

Web forms

Phone calls

Ad leads

Emails

Your CRM

one place for the record

What you can then configure

Pipelines and stage definitions

Follow-up workflows

Reporting views

Lead routing and scoring

Where to start

Start with the process, then configure the CRM.

Before building workflows, we agree what each pipeline stage means, who owns the next action and which records the team needs. That makes the setup easier to use and the reporting easier to interpret.

—Configuring the tool first

—Stages named after the software’s defaults rather than your process
—Workflows built before anyone agreed who owns the next action
—Reports that are technically correct and still hard to read
—Rework once the team explains how they actually sell

Agreeing the process first

Each stage has a definition the team recognises
Every stage has an owner and a next action
Fields exist because a decision depends on them
Automation entry and stop conditions follow from the agreed process

An illustrative example

One enquiry, through a configured pipeline.

A worked example, not a client record. Brightpath Ltd is invented to show where the configuration and the automation would sit in a six-stage pipeline.

BBrightpath Ltdillustrative example · first touch → renewal

STEP 01

Capture

A form is submitted outside working hours.

Contact created and the source recorded

HubSpot

STEP 02

Qualify

Before anyone has read it.

Checked against your scoring rules and routed to an owner

Clay

STEP 03

Follow up

At the time you agreed for this stage.

The agreed first message is sent

Gmail

STEP 04

Engage

The enquiry replies.

The owner sees the history; a call is booked

Calendly

STEP 05

The deal is agreed.

The stage changes and the invoice is raised

Stripe

STEP 06

Retain

After the sale.

Onboarding and renewal reminders run on the agreed schedule

HubSpot

What the configuration is meant to make possible.

A defined response step

instead of depending on who is available

Recorded once

rather than re-entered between tools

One readable history

for whoever picks the deal up next

Workflows inside the CRM

Three workflow shapes, configured to your rules.

Illustrative configurations. Each takes an input, moves it through your connected tools, applies a rule and produces a defined result. The stages, rules and tools are agreed per project.

TriggerCRM step · your toolsRule appliedResult

Lead routing

New lead → assigned owner

Web formAd leadReferral

Capture and record

Check and score

Route to owner

PriorityStandardNot a fit

Call booked

Follow-up sequence

Marked and parked

Deal pipeline

Deal → closed or stopped

NewQualifiedProposal

Record the stage

Send the agreed follow-up

Notify the owner

WonActiveNo response

Invoice raised

Reminder task

Stop condition met

Customer lifecycle

Customer → renewal decision

New customerRenewal dueFlagged

Onboarding messages

Sync and segment

Report and flag

ActiveRenewingNeeds a person

Onboarding flow

Renewal reminder

Passed to the team

Scope

What an implementation can include.

Pipelines and records

Stages, fields and ownership that reflect the real sales process.

Data migration

A plan for mapping, cleaning and checking the records being moved.

Workflow automation

Routing, tasks, reminders and notifications with clear entry and stop conditions.

Integrations

Connections to forms and other tools, where the required API and subscription features are available.

Reporting and handover

Useful views, documented setup and an agreed adoption plan for the team.

Adoption

Walkthroughs for the people who have to use it daily, because a configuration nobody follows does not hold.

How the project works

Agree the process, then build and hand over.

Review what exists

The free 30-minute call covers how you sell today, what is already in the CRM, and which of the four problems above applies. You get a scope before any configuration starts.

Set up or migrate

A clean HubSpot setup, or a migration from your current system, with properties, pipelines and records mapped and checked before the switch.

Build the workflows

Capture, routing, follow-up, notifications and reporting, each with defined entry and stop conditions rather than an open-ended trigger.

Document and hand over

The configuration is written down and walked through with the team, along with who maintains it and what happens when something needs changing.

Where you might be starting

Three starting points.

Setting up a CRM for the first time

The pipeline and field decisions are made once, deliberately, before habits and inconsistent records accumulate around them.

Migrating from another CRM

Moving from Pipedrive, ActiveCampaign, Salesforce, Zoho or a spreadsheet. The mapping and the checks matter more than the move itself.

You have HubSpot but barely use it

We review the current pipelines, data and workflows, and agree which changes are worth making to what you already pay for.

What we can and cannot show you

We have not published a HubSpot implementation case study.

The case studies on this site are custom software, marketing-data and support-agent projects. None of them is a delivered HubSpot or CRM implementation, and we are not going to present one as if it were. What we can do on the call is work through your own setup and show you the configuration we would propose. Our workflow automation and reporting work is the closest documented evidence of how we scope and build connected systems — it is adjacent work, not proof of a CRM implementation.

The pipeline stages your process actually has

What each stage means, and who owns the next action

The records and fields a decision depends on

A mapping plan for the data being moved

If you need a published HubSpot reference before committing, say so on the call and we will tell you plainly that we do not have one yet.

Works with your stack

We connect the CRM to the tools you already run, where the required API access and subscription features are available.

HubSpotAircall

TwilioQuickBooks

Make

n8n

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Questions

Make your CRM easier to use and act on.

Show us your current setup or the process you want to move into HubSpot.

Discuss your projectNo obligation.

HubSpot implementation built around your sales process.

What is CRM automation?