HubSpot and CRM Setup
Keep every lead in one place, follow up on time and see which marketing brings in real customers.
- From $2,500 + GST
- HubSpot or a lighter CRM
- Team training included
Stop losing leads in the inbox.
Many businesses spend well on marketing, then lose leads in an inbox or a spreadsheet. A CRM fixes that by giving every enquiry an owner, a stage and a next step.
We set up HubSpot or a simpler CRM so it fits how your team actually works. The aim is a system people use every day, not one that looks good in a demo and is ignored a month later.
What is included
- 01
CRM setup
Contact properties, pipelines and deal stages that match your sales process.
- 02
Forms and integrations
Website forms, ad lead forms and other tools connected so leads arrive automatically.
- 03
Email workflows
Instant replies, follow-up sequences and reminders for your team.
- 04
Lead scoring and segmentation
Simple rules that show who is ready to talk and who needs nurturing.
- 05
Data clean-up and import
Existing contacts tidied, de-duplicated and imported.
- 06
Dashboards and training
Clear reports on leads, sources and conversions, plus training for your team.
Swipe for more
How we work
- 1MapWe map how leads arrive today, who handles them and where they fall through.
- 2DesignWe agree on the pipeline, fields and automations before anything is built.
- 3BuildThe CRM is configured, connected and tested with real scenarios.
- 4Train and refineYour team is trained, and we adjust the setup after the first few weeks of use.
Good fit if
- You get a steady flow of enquiries every week.
- More than one person follows up leads.
- Leads currently live in inboxes, notes or spreadsheets.
Not sure you need HubSpot? We compare it with lighter tools and recommend what fits.
Pricing
From$2,500 + GST
A focused CRM setup usually ranges from $2,500 to $6,000 depending on integrations, automations and data clean-up. Ongoing support is available monthly.
Common questions
Do I need a paid HubSpot plan?
Not always. The free and Starter plans cover a lot for small teams. We only suggest an upgrade when a feature you need requires it.
Can you connect my website and ads?
Yes. We connect website forms, Meta and Google lead forms, and other tools so leads go straight into the CRM.
What if we already use HubSpot?
We can audit your current setup, clean up the data and fix workflows that are not working.
Can you work with other CRMs?
Yes. We have experience with several platforms and will work with the one you already use if it suits you.
More answers in the full FAQ.
Start here
Not sure where to start?
Tell us what is working and what is not. We will give you an honest view on the next best step, even if it is not us.
Related services
