Sales Hub, engineered to close.
Pipelines, sequences, forecasting, and AI. Sales Hub configured around how your reps actually sell.
HubSpot Sales Hub is the workflow layer for revenue teams. We design pipelines, automate deal stages, wire sequences and meeting links, and add AI where it pays back, so reps stay in the flow and leadership gets a forecast it can trust.
Beyond out-of-the-box Sales Hub.
Implementation & Setup
Sales Hub configured end to end: pipelines, deal stages, lifecycle stages, lead-status model, currency, teams, and territories.
Pipeline & Deal Stage Design
Stage criteria, required properties per stage, automation on stage change, and rotting-deal rules. Pipelines that reflect real sales motions.
Workflow Automation
Deal-stage automation, lead routing, hand-off workflows between SDR and AE, SLA enforcement, and renewal triggers.
Sequences, Snippets & Playbooks
Sequences for outbound and follow-up, shared snippets, playbooks for discovery and demo, meeting links wired to round-robin and routing rules.
Forecasting & Deal Health
Forecast categories, weighted pipelines, custom forecast submissions, and deal-risk signals leadership can act on.
Integration & Sync
Two-way sync with Salesforce during co-existence, ERP and billing connections, calendaring, dialers, and custom apps when the marketplace falls short.
Reporting & Dashboards
Rep, manager, and exec dashboards. Funnel reports, cohort views, activity vs. outcome: the numbers your VP of Sales actually opens.
AI Augmentation
Call summaries, deal-risk scoring, AI-drafted follow-ups, and agentic sequences layered on top of native HubSpot AI.
Admin & Ongoing Support
Monthly admin retainer, user training, governance, and continuous tuning as the sales motion evolves.
Why teams hire us for Sales Hub.
We ship CRM every day
300+ Salesforce projects + custom AI CRMs in production. Sales Hub gets the same engineering discipline: schema, automation hygiene, integration testing.
Honest tier guidance
Free vs. Starter vs. Professional vs. Enterprise. We recommend the tier you actually need based on seats, automation, and reporting depth. No edition inflation.
AI without rip-and-replace
We extend Sales Hub with custom AI workflows where the native features fall short, without forcing you off HubSpot.
Sales-motion fluency
We design pipelines around how your team sells, SMB high-velocity, mid-market consultative, enterprise multi-threaded, not a generic template.
From discovery to live.
Discovery & audit
Workshops with sales leadership and reps. We map the current motion, where deals stall, and what's worth automating vs. leaving to judgement.
Design & spec
Pipelines, deal stages, automation, sequences, and reports, designed with you and signed off before any build.
Build
Configuration, custom code, integrations, sequences, and reports. Test data, UAT with reps and managers, fix list before launch.
Train & launch
Admin training, rep onboarding, manager dashboards, and runbooks. Adoption support during cutover, not over the wall.
Ongoing optimization
Monthly retainer for admin, new automation, AI features, and reporting iterations as the motion evolves.
Common questions.
Let's scope it.
30-minute consultation. We map your workflow, recommend the right path: and tell you honestly whether it's the right fit.