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.

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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
CRM Migration
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.

Visibility: Custom views indicate the location of deals.

Efficiency_ Automation saves hours of manual work.

Efficiency: Automation saves hours of manual work.

Insights_ Real-time dashboards enable better decisions.

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

Up to 10 Hours

$45/h

  • check-icon HubSpot account configuration
  • check-icon Pipeline with custom deal stages
  • check-icon Import of basic contact & company data (from spreadsheets or CSVs)
  • check-icon Property mapping for clean segmentation
  • check-icon Setup of lifecycle stages (Lead → Customer)
  • check-icon Internal views & filters for quick access
  • check-icon Role-based user permissions
  • check-icon Light workflow automation (e.g., task reminders)
  • check-icon Basic training + Loom walkthrough

Growth Plan

Ideal for growing teams who need automation and structure

15–40 Hours

$42/h

  • check-icon Everything in Essentials
  • check-icon Multiple pipelines and deal automation
  • check-icon Lifecycle automation (MQL → SQL → Deal)
  • check-icon Advanced field structure for segmentation and lead routing
  • check-icon Email templates & standard sales sequences
  • check-icon Dashboard setup for pipeline tracking & sales performance
  • check-icon Rep-level filtered views by region, stage, or owner
  • check-icon Deeper property and permission management
  • check-icon Live team training + setup documentation

Custom Plan

Designed for complex CRM environments and advanced workflows

40+ Hours

$40/h

  • check-icon Everything in the Growth Plan
  • check-icon Large-scale data import, merging, and deduplication
  • check-icon Custom object setup (if required)
  • check-icon Multi-team or cross-functional pipeline structures
  • check-icon Setup of custom lifecycle models across teams
  • check-icon Advanced workflows (e.g., cross-object, multi-path logic)
  • check-icon Sales playbooks, sequences, and automation templates
  • check-icon Governance framework for long-term CRM hygiene
  • check-icon Post-migration QA & sandbox testing
  • check-icon Executive dashboard suite
  • check-icon 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

Vector (2)

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!

API Integrations, Website Development, and Website Migration

Vector (2)

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

Vector (2)

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

Can you help if we already use HubSpot, but it’s messy? +
Yes — we offer audits, cleanup, and reconfiguration to get your CRM back on track.
What systems can you migrate from? +
We support migrations from Excel, Zoho, Salesforce, Pipedrive, and HubSpot to other common CRMs.
Do you include team training? +
Absolutely. All CRM setup and migration projects include Loom walkthroughs and user-specific view setup.
Can we continue working with you after the setup is complete? +
Yes — many clients continue with our RevOps & Automation Retainers for ongoing optimisation.
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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.