API Integrations, Website Development, and Website Migration
Launch Your HubSpot CRM with Confidence
We’ll set up a scalable, sales-ready CRM that mirrors how your team works — with structured pipelines, automated workflows, and smooth, no-hassle data migration.

Why Most CRM Setups Fail — and How We Fix It
Too many teams jump into HubSpot expecting plug-and-play results. The reality?
- Broken or messy deal pipelines
- Unused or unnecessary properties
- Confusing contact records
- Reps who stop using the system altogether
That’s where we come in.
We don’t just “set up” HubSpot — we design it around your actual sales process. From lifecycle stages to deal workflows, every part is mapped for usability, automation, and long-term growth.
Whether you’re switching from spreadsheets, Salesforce, Zoho, or another CRM, we handle it all, with structured execution and zero data chaos.

HubSpot CRM Setup & Migration Services
Launch or migrate to HubSpot the right way — with a CRM that’s clean, customised, and ready to scale
Whether you’re starting from scratch or switching from another tool, we’ll turn your HubSpot into a system your team wants to use.
CRM Implementation (For New HubSpot Users)
You’ve chosen HubSpot — now let’s set it up to fit how your business sells. We’ll design a CRM that supports your funnel, aligns your team, and sets the foundation for scalable automation and reporting.
Area
What’s Included
HubSpot Account Setup
Sales, Marketing, or Service Hub configuration tailored to your team
Pipeline Configuration
Sales pipeline setup with custom deal stages, probabilities & filters
Property Mapping
Strategic field structure for clean data and easy segmentation
Lifecycle Stage Mapping
Lead → MQL → SQL → Set up customer flow with automation.
Deal Record Structure
Task reminders, owner setup, deal views optimised for reps
User Roles & Permissions
Role-based access for sales, ops, marketing, and leadership
Views & Filters
Pre-built filters for quick team views (e.g. by region, stage, status)
Basic Workflow Setup
Entry-level automations for follow-ups, tasks, and notifications
Documentation & Training
Loom walkthroughs + setup docs for your team to hit the ground running
Best for: New HubSpot users setting up their CRM for the first time
CRM Migration (From Excel, Zoho, Salesforce, Pipedrive, etc.)
Switching CRMs? We’ll handle the heavy lifting — from importing and cleaning your data to re-creating your deal pipelines, lifecycle logic, and custom fields inside HubSpot..
Area
What You Get
Data Import & Cleanup
Import of contacts, companies, deals, and notes — fully deduplicated
Property Mapping
Field mapping from your old system to HubSpot for continuity
Pipeline Recreation
Rebuild pipelines with equivalent stages + probability mapping
Lifecycle Stage Setup
Map and automate lead progression post-migration
CRM Cleanup
Remove irrelevant records, standardise data, and validate inputs
Custom Object Mapping
Support for custom objects (if migrating from Salesforce or advanced systems)
Source Audit & Gap Fix
Spot data gaps or inconsistencies pre-migration and recommend cleanup
Migration Testing
Verify accuracy & completeness before go-live
Post-Migration Training
Team training on new CRM structure + workflows
Companies migrating from another CRM and don’t want to lose momentum or clean data.
The Impact of a Proper HubSpot Setup
Visibility: Custom views indicate the location of deals.
Efficiency: Automation saves hours of manual work.
Insights: Real-time dashboards enable better decisions.
Project-Based Pricing
Pay only for the hours you need.
We price CRM setup and migration based on the actual number of hours your project requires.
Essentials Plan
Perfect for early-stage teams or basic CRM configurations
$45/h
HubSpot account configuration
Pipeline with custom deal stages
Import of basic contact & company data (from spreadsheets or CSVs)
Property mapping for clean segmentation
Setup of lifecycle stages (Lead → Customer)
Internal views & filters for quick access
Role-based user permissions
Light workflow automation (e.g., task reminders)
Basic training + Loom walkthrough
Growth Plan
Ideal for growing teams who need automation and structure
$42/h
Everything in Essentials
Multiple pipelines and deal automation
Lifecycle automation (MQL → SQL → Deal)
Advanced field structure for segmentation and lead routing
Email templates & standard sales sequences
Dashboard setup for pipeline tracking & sales performance
Rep-level filtered views by region, stage, or owner
Deeper property and permission management
Live team training + setup documentation
Custom Plan
Designed for complex CRM environments and advanced workflows
$40/h
Everything in the Growth Plan
Large-scale data import, merging, and deduplication
Custom object setup (if required)
Multi-team or cross-functional pipeline structures
Setup of custom lifecycle models across teams
Advanced workflows (e.g., cross-object, multi-path logic)
Sales playbooks, sequences, and automation templates
Governance framework for long-term CRM hygiene
Post-migration QA & sandbox testing
Executive dashboard suite
Change management support & team rollout assistance
Client Feedbacks
Results That Speak for Themselves
Don't Just Take Our Word for It—See How We've Helped Businesses Grow with CRM, Design, and Automation Solutions
Overall, Shubham did an Amazing job! We were looking for someone with web development experience to build out our webpage. Shubham built the page out quickly and was very open to helping us with edits. In addition, Shubham was very friendly and patient throughout the entire process and ensured that we were satisfied with the work. Thank you!
Shubham was very prompt in his communication before and all throughout the project. Would highly recommend him as he went above and beyond for us getting our marketing site revamped. Would 100% work with him again in the future!
API Integrations, Website Development, and Website Migration
Shubham was highly communicative and willing to try different solutions to meet our front- and back-end needs in HubSpot. We appreciated working with him and would recommend him for any kind of complex HubSpot project
API Integrations, Website Development, and Website Migration
Frequently Asked Questions
Have a specific need or challenge in mind? Let’s discuss how we can support your goals.
Not Sure Which Plan You Need?
We’ll audit your current setup (or data source), understand your team’s structure, and recommend a plan that suits your needs.