Forms, email, journeys, deals, tickets, and content—tied to one contact record.
HubSpot CRM — implemented calmly, around your motion
We design HubSpot so sales, marketing, and service share clean data and clear next steps. Weekly drops. No big-bang. Adoption that sticks.
Independent & platform-agnostic • Weekly ship cadence • No lock-ins

Made for revenue teams. Built for clarity.
What is HubSpot?
HubSpot is a smart CRM that unifies marketing, sales, and service on one database. Campaigns, conversations, and deals stay in sync—so customers get a consistent experience and reporting is trustworthy.
Workflows for follow-ups, hand-offs and SLAs; approvals and guardrails built-in.
Marketing & sales see the same truth—activities, deals and conversations aligned.
Dashboards leaders trust; attribution that explains what actually moved pipeline.
We map your motion first—then shape objects, automation, and dashboards so HubSpot feels like it was built for you.
Find the gaps — fix the noise — keep the wins.
We review objects, fields, lifecycle and automation, then hand you a clear, prioritised plan to clean data and speed up motion.
- Health check across objects, properties & SLAs
- Reporting & attribution sanity check
- Top fixes ranked by impact & effort
- 30-minute walkthrough with your team
Why teams choose HubSpot with Flowbird
One platform, shared context, fewer tools to wrangle. We tailor it to your motion so it stays clean and predictable.
Queues, templates and clear next steps—less admin, more time with customers.
Forms, meetings, web, ads and email—plus billing and proposals with marketplace apps.
Guardrails, approvals and logs reduce errors and keep momentum.
One source of truth across teams; attribution that shows what moved pipeline.
Not sure where to start? Request a free audit →
A simple, transparent process — from clarity to adoption
We map your motion, design clean data, and ship weekly. Short feedback loops, no big-bang surprises.
1
Discover
Agree goals, map motion, define KPIs. Leave with a blueprint you own.
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Agree goals, map motion, define KPIs. Leave with a blueprint you own.
What’s included
Goals & constraints, stakeholder & motion mapping (stages, SLAs, ownership), current tools review, success metrics.
Why it matters
Clarity first. You leave with a vendor-agnostic plan the team believes in — even if you build in-house.
Outcomes
- Shared goals & KPIs
- Current state mapped (people • process • tools)
- One-page implementation blueprint
2
Design
Model CRM & data so reporting and ownership stay clean.
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Model CRM & data so reporting and ownership stay clean.
What’s included
Data model, fields & ownership; stage definitions & SLAs; reporting layer (dashboards & filters); hygiene guardrails.
Why it matters
Design protects reporting and adoption. Everyone knows what “good” looks like.
Outcomes
- Clean data structures
- Clear stage criteria & SLAs
- Dashboards that leaders trust
3
Build
Set up CRM, connect tools, and automate — weekly drops, always in the loop.
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Set up CRM, connect tools, and automate — weekly drops, always in the loop.
What’s included
Configure core objects & fields; connect forms/meetings/proposals/billing/analytics; automate follow-ups & hand-offs with error handling.
Why it matters
Value lands early; we iterate with your team. No big-bang surprises.
Outcomes
- Core objects & fields configured
- Key integrations live
- Automations that cut admin
4
Adopt
Training and playbooks to drive adoption — then light-touch support.
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Training and playbooks to drive adoption — then light-touch support.
What’s included
Role-based training; cheat sheets; manager coaching; hygiene reviews; quick onboarding for new hires.
Outcomes
- Teams confident by role
- Cleaner data month-over-month
- Playbooks embedded into workflow
Recent results with teams like yours

From manual exports to automated follow-up with AI context.
View details
Create invoices automatically from CRM—no spreadsheets.
View detailsQuestions we get about HubSpot
Is HubSpot right for our team size?
HubSpot scales well from small teams to enterprise—what matters is design. We tune objects, permissions and SLAs so your org model works cleanly.
What about migrations and data quality?
We audit early, dedupe, map fields and set ownership rules. Validation keeps it clean; dashboards show issues before they become problems.
Can we connect billing, proposals or support tools?
Yes—use marketplace apps where they fit, and Make for bespoke flows. We add error handling, retries and run logs for reliability.
How do you drive adoption?
We train by role, produce cheat sheets, and align workflows to how people actually sell and support customers—so habits stick.