🟠 HubSpot Consultancy

HubSpot Set Up Right.
From Day One.

CRM Mates helps UK businesses implement, optimise and get the most from HubSpot — whether you're starting fresh, migrating from another CRM or looking to unlock features you're not yet using.

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📣

Marketing Hub

Email campaigns, landing pages, workflows, lead nurturing and marketing analytics — all connected.

💰

Sales Hub

Pipeline management, deal tracking, meeting scheduling, sequences and sales reporting.

🎧

Service Hub

Ticketing, customer feedback, knowledge base and SLA management for post-sale support.

🗄️

CRM Setup

Clean, structured contact and company records — with custom properties, views and pipelines.

🔄

Migrations

Moving from Salesforce, Zoho, Pipedrive or spreadsheets — clean data migration with no loss.

🤖

AI + HubSpot

Connecting MatesChat, MatesVoice and MatesInbox to HubSpot — every AI interaction logged as a CRM record.

Why CRM Mates for HubSpot

Beyond the Default Setup

Most HubSpot implementations never go beyond the basics. We configure HubSpot to match your sales process, your team structure and your reporting needs — so it actually gets used.

  • Discovery workshops to map your process before any configuration
  • Custom pipeline stages, deal properties and contact views
  • Automation workflows that reflect your real sales and marketing process
  • Dashboard reporting built around your actual KPIs
  • Team training and adoption support — included in every project
Getting Started

Services We Offer

Onboarding
Structured 4-week onboarding for new HubSpot customers — configuration, training and go-live
Optimisation
Audit and improvement of an existing HubSpot portal — cleaning data, fixing workflows, improving adoption
Migration
Data migration from any CRM or spreadsheet — clean, mapped and verified before import
Ongoing Support
Retained HubSpot admin and development support — your part-time HubSpot team

Get HubSpot Working the Way Your Business Works.

Book a free HubSpot discovery call and we'll tell you exactly what needs improving.