HubSpot CRM Setup
The Smarter Way to Track Customers — Without a Spreadsheet
Your business runs on relationships — but sticky notes, spreadsheets, and inbox chaos won’t cut it. Our HubSpot CRM Setup gives you a simple, powerful way to stay organized, follow up, and grow — without needing to be a tech expert.
We set everything up for you inside HubSpot’s free CRM, so your team can hit the ground running. Whether you're following up with leads, managing repeat customers, or just trying to stay sane — this setup gives you clarity and control.
Your CRM setup includes:
Contact Import & Cleanup — We’ll import your contact list (with guardrails), clean it up, and tag your leads, customers, and prospects.
Custom Deal Stages — We match your real-world sales process (like “New Inquiry,” “Estimate Sent,” and “Closed Won”) inside the CRM.
Tasks & Reminders — Stay on top of follow-ups with automatic task creation, so no lead slips through the cracks.
Pipeline View — A clear, drag-and-drop board that shows where every deal stands — from start to close.
User Setup & Permissions — We'll set up users the right way, so your team gets what they need (and nothing they shouldn't see).
Built for busy owners and teams who just want to know what’s going on, what’s next, and who’s responsible.
We keep it simple, smart, and aligned to how your business already works.
The Smarter Way to Track Customers — Without a Spreadsheet
Your business runs on relationships — but sticky notes, spreadsheets, and inbox chaos won’t cut it. Our HubSpot CRM Setup gives you a simple, powerful way to stay organized, follow up, and grow — without needing to be a tech expert.
We set everything up for you inside HubSpot’s free CRM, so your team can hit the ground running. Whether you're following up with leads, managing repeat customers, or just trying to stay sane — this setup gives you clarity and control.
Your CRM setup includes:
Contact Import & Cleanup — We’ll import your contact list (with guardrails), clean it up, and tag your leads, customers, and prospects.
Custom Deal Stages — We match your real-world sales process (like “New Inquiry,” “Estimate Sent,” and “Closed Won”) inside the CRM.
Tasks & Reminders — Stay on top of follow-ups with automatic task creation, so no lead slips through the cracks.
Pipeline View — A clear, drag-and-drop board that shows where every deal stands — from start to close.
User Setup & Permissions — We'll set up users the right way, so your team gets what they need (and nothing they shouldn't see).
Built for busy owners and teams who just want to know what’s going on, what’s next, and who’s responsible.
We keep it simple, smart, and aligned to how your business already works.
The Smarter Way to Track Customers — Without a Spreadsheet
Your business runs on relationships — but sticky notes, spreadsheets, and inbox chaos won’t cut it. Our HubSpot CRM Setup gives you a simple, powerful way to stay organized, follow up, and grow — without needing to be a tech expert.
We set everything up for you inside HubSpot’s free CRM, so your team can hit the ground running. Whether you're following up with leads, managing repeat customers, or just trying to stay sane — this setup gives you clarity and control.
Your CRM setup includes:
Contact Import & Cleanup — We’ll import your contact list (with guardrails), clean it up, and tag your leads, customers, and prospects.
Custom Deal Stages — We match your real-world sales process (like “New Inquiry,” “Estimate Sent,” and “Closed Won”) inside the CRM.
Tasks & Reminders — Stay on top of follow-ups with automatic task creation, so no lead slips through the cracks.
Pipeline View — A clear, drag-and-drop board that shows where every deal stands — from start to close.
User Setup & Permissions — We'll set up users the right way, so your team gets what they need (and nothing they shouldn't see).
Built for busy owners and teams who just want to know what’s going on, what’s next, and who’s responsible.
We keep it simple, smart, and aligned to how your business already works.