CRM Services

Custom setup

Complete HubSpot Enterprise setup tailored to each company’s business processes and organizational structure. From data architecture to the most complex automation workflows.

Business process and requirements analysis
CRM architecture design
Properties, pipelines and stages
Advanced workflows and automations
Team training and documentation

Migrations

Secure, lossless migration from any CRM (Salesforce, Microsoft Dynamics, SAP, Pipedrive, Zoho), preserving the integrity and structure of historical data.

Source data audit and mapping
Detailed migration plan
Phased execution to minimise disruption
Integrity validation and thorough testing
Post-migration support and rollback plan

Integrations

Bidirectional integration with ERP, BI platforms, data warehouses, and any enterprise system. Real-time or batch synchronization based on business needs.

ERP (SAP, Oracle, Microsoft Dynamics)
BI platforms (Power BI, Tableau, Looker)
Data warehouses (Snowflake, BigQuery, Redshift)
Custom APIs for proprietary systems
Middleware and data orchestration

Data model design

Data architecture for multi-business-unit, multi-country or matrix organisations. Scalable models designed to grow with the company.

Custom object and relationship
Permission management
Data segregation by geography or vertical
Hierarchies and data ownership models
Scalability for future growth

Tech support

Proactive maintenance of the HubSpot portal. Issue resolution, optimizations, new features, and updates as operations evolve.

Technical support with defined SLA
Preventive maintenance
Performance optimisation and cleanup
New feature implementation
Quarterly portal health audits

Reporting

Executive and operational dashboards. Automated reporting with business metrics that enable decisions based on real data, not perceptions.

Custom reports built on HubSpot datasets
Sales, marketing and customer success KPIs
Automated alerts and notifications
Integration with external BI platforms

Consulting

Analysis of current processes, business requirements and technical architecture

Planing

Solution architecture, data model and detailed implementation plan

Implementation

Configuration, integrations and migrations based on the approved design

Go-live & Support

Phased launch: core version for testing, progressive rollout and further development based on evolving needs

HubSpot International Rollouts

HubSpot deployments spanning multiple countries, handling languages, currencies, local regulations and market-specific sales structures from a single, unified platform.

Multiple business units

Built for corporate groups running several business lines: fully segregated data, independent permissions and consolidated reporting, all within one portal.

Legacy system migration

Moving from Salesforce, SAP, Microsoft Dynamics or any other CRM. High data volumes, complex histories and business-critical integrations, migrated without losing a single record.

Sectores regulados

Deployments for banking, insurance, healthcare and energy, where data security, compliance and full traceability are non-negotiable. ISO 27001 certified.

Complex data models

Custom objects, entity relationships and hierarchical structures, data architectures designed for organizations whose commercial processes outgrow standard CRM configurations.

Large teams & non-standardized processes

Large organizations with fragmented workflows and diverse teams. We bring data governance, structured training and configurations tailored to how each team actually works.