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CRM · HubSpot Service Hub

Service Hub, built for retention.

Tickets, knowledge, SLAs, surveys, and AI. Service Hub configured around the customer experience you promise.

HubSpot Service Hub turns support from a cost center into a retention engine when it's wired right. We design ticket pipelines, SLAs, knowledge base, feedback loops, and AI agents that deflect routine work and surface the cases your team should care about.

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01What we deliver

Beyond out-of-the-box Service Hub.

01

Implementation & Setup

Service Hub configured end to end: ticket pipelines, teams, routing, lifecycle stages, and channel intake from email, chat, and forms.

02

Ticket Pipelines & SLAs

Pipeline design by issue type or product line, SLA policies, response and resolution targets, escalation rules, and breach automation.

03

Conversational Inbox & Channels

Unified inbox across email, live chat, Facebook Messenger, and forms. Routing rules, away states, and bot handoffs to humans.

04

Knowledge Base

Information architecture, article templates, search tuning, and surfacing in chat and the customer portal, built for deflection, not just storage.

05

Customer Feedback & Surveys

NPS, CSAT, and CES surveys triggered at the right moments, with workflows that route detractors and surface trends.

06

Customer Portal

Self-service portal for ticket status, knowledge, and account context: branded and integrated with your auth where needed.

07

Integration & Sync

Sales Hub, Salesforce, billing, product analytics, on-call tools, and custom apps where the marketplace falls short.

08

AI Customer Service Agents

Native and custom AI agents for tier-1 deflection, draft replies, ticket summarization, and routing, escalating to humans on the right signals.

09

Admin & Ongoing Support

Monthly admin retainer, governance, SLA tuning, knowledge maintenance, and new automation as your service motion evolves.

02Why us

Why teams hire us for Service Hub.

We ship CRM every day

300+ Salesforce projects + custom AI CRMs in production. Service 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 volume, channels, and SLA depth. No edition inflation.

AI without rip-and-replace

We extend Service Hub with custom AI agents and workflows where the native features fall short, without forcing you off HubSpot.

Service-motion fluency

We design pipelines and SLAs around how your team actually supports customers, high-volume SMB, complex B2B, or hybrid, not a generic template.

03How we engage

From discovery to live.

01

Discovery & audit

Workshops with support leadership and agents. We map current channels, queues, SLAs, and where tickets stall or get re-opened.

02

Design & spec

Ticket pipelines, SLAs, routing, knowledge IA, surveys, and reporting, designed with you and signed off before any build.

03

Build

Configuration, automation, knowledge base, surveys, integrations, and dashboards. Test data, UAT with agents and leads, fix list before launch.

04

Train & launch

Admin training, agent onboarding, manager dashboards, and runbooks. Adoption support during cutover, not over the wall.

05

Ongoing optimization

Monthly retainer for admin, SLA tuning, AI agents, knowledge maintenance, and reporting iterations.

04FAQ

Common questions.

We're CRM engineering specialists with a deep HubSpot practice. Solutions Partner application is in progress. Meanwhile our team's HubSpot certifications and shipped projects speak for the capability.
Yes. We've moved teams from all three. Tickets, history, knowledge base content, macros, and SLA policies: mapped, validated, and parallel-run before cutover.
AI customer-service agents for tier-1 deflection, ticket summarization, draft replies, smart routing, and internal Q&A over your knowledge base. We extend HubSpot's native AI with custom builds where the native version isn't enough.
Project-based for implementations, hourly or monthly retainer for ongoing admin and new builds. We share the scope and assumptions before you commit.
05Next step

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.