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Development & Customisation

HubSpot is a powerful platform, and every business has unique processes that require a customised approach. Our Development & Customisation service ensures that your HubSpot portal is built to fit your workflows, automate repetitive tasks, and provide the insights you need. We will work to modify HubSpot’s CRM, sales pipelines, automation, and reporting tools so that your team can work more efficiently and focus on growth.

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Our Approach

A standard CRM setup doesn’t always align with how your team operates. We start by reviewing your existing workflows, sales processes, and customer engagement strategies to identify areas where HubSpot can be adjusted for better efficiency. We focus on optimising automation, refining data structures, and improving user experience so that your team can access the right information when they need it.

For businesses needing advanced customisation, we develop custom-coded solutions, API integrations, and unique automation rules to streamline processes. Whether it’s creating complex lead scoring models, integrating third-party applications, or building custom dashboards, we ensure HubSpot works exactly how your business needs it to.

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A PROVEN OPERATIONS FRAMEWORK

Easy to start

We begin with a full consultation to understand how your business operates. This includes reviewing sales pipelines, customer segmentation, reporting needs, and internal workflows. Once we identify gaps, we configure HubSpot’s settings, fields, and automation to match your processes. For more advanced needs, we develop custom integrations and coded solutions that expand HubSpot’s functionality. We then test every feature, ensure it integrates smoothly with your existing systems, and provide hands-on training so your team is confident using the new setup.

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1

Business Process Review & Needs Assessment

We evaluate your current systems, workflows, and customer data structure. This helps us identify where HubSpot needs to be adapted to improve efficiency and reduce manual work.

2

CRM Configuration & Custom Field Creation

We customise your HubSpot CRM by adjusting data fields, pipeline stages, deal tracking processes, and segmentation rules. This ensures that your team has access to relevant, well-organised information.

3

Automation & Workflow Optimisation

We build or refine automation to improve lead nurturing, sales processes, and task management. Custom workflows ensure that leads and deals move through the system without delays or unnecessary manual input.

4

Advanced Integrations & API Development

For businesses needing deeper functionality, we integrate HubSpot with external tools such as finance platforms, customer service software, and analytics tools. Where necessary, we build custom API connections for seamless data exchange.

5

Testing & Quality Assurance

We conduct testing on all configurations, workflows, and integrations. This ensures that data flows correctly, automation functions as intended, and users can navigate the system efficiently.

6

Training & Ongoing System Enhancements

Once everything is set up, we train your team on best practices, system navigation, and automation management. We provide ongoing support to refine customisations, resolve issues, and adapt the system as your business evolves.

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The results you should expect

A customised HubSpot setup improves productivity, enhances automation, and ensures that data is structured in a way that supports smarter decision-making. By refining workflows and integrating external tools, your team can operate more efficiently without being slowed down by system limitations. As your business grows, HubSpot will remain a scalable and flexible solution that evolves alongside your needs.

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Our Paid Search and SEM Packages

GA-Setup

Complete Setup & Tracking Package

Price: $2,500 (one-off)
Key Deliverables:
  • Installation and configuration of Google Analytics (GA4).
  • Setup of Google Tag Manager (GTM).
  • Conversion tracking setup (key events).
  • Creation and verification of a Google Search Console account.
  • Setup or update of Google Business Profile.
  • Creation of a branded reporting dashboard
  • Comprehensive keyword research.
  • Complete SEO audit.
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SEM-v3

Paid Advertising & SEM Package

Starting Price: From $450 per week
Key Deliverables:
  • Monthly one-to-one catch-up and detailed reporting.
  • Complete business audit and competitive analysis.
  • Audience targeting and digital strategy creation.
  • Social media advertising, including ad creative design, copywriting, and campaign management.
  • Google Ads campaign creation and management.
  • Google Analytics (GA4) and measurement setup.
  • Google Tag Manager setup to track "key events".
  • Meta Pixel tracking and event setup.
  • LinkedIn Insight Tag setup and event management.
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TESTIMONIALS

Feedback from clients

“With a website theme — you're looking for features that are easy to use and will look good so that the technology stays out of the way and you can focus on completing whatever task is at hand.”
Jonathan Brown GrowFast — Marketing manager
“With a website theme — you're looking for features that are easy to use and will look good so that the technology stays out of the way and you can focus on completing whatever task is at hand.”
Jonina Smith GrowBig — Project manager
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