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Sales and revenue operations on HubSpot

We make the CRM the place where a deal is quoted, documented, invoiced and reported. That means HubSpot set up around your own sales stages, custom cards for the calculations your business runs on, integration with your accounting system, and migration from the database you have outgrown.

Book a discovery callSee delivered work

When this is worth doing

  • The CRM records the conversation, but quotes are still worked out in spreadsheets.
  • Deals are typed again into the accounting system to raise an invoice.
  • Years of customer history sit in a legacy database that cannot support the way you sell now.
  • Pipeline reports and the accounts never quite agree.

What we build

CRM architecture, lead routing, quoting, commission tracking and pipeline reporting that give sales teams one system to work from.

  • CRM design and migration
  • Lead capture from web, ads and email
  • Quote and proposal generation
  • Commission and invoice automation
  • Pipeline and revenue reporting

How the work runs

  1. 01

    Follow a deal end to end

    We trace an enquiry through quote, proposal, documents and invoice to find where work is re-keyed or leaves the CRM.

  2. 02

    Set up or migrate

    Pipelines are built around the stages your team already uses. Legacy data is profiled first, and you review the proposed merges before anything is imported.

  3. 03

    Build what is missing

    Custom HubSpot cards put quoting and deal data on the record. Integrations raise invoices from the deal and bring changes back from accounting.

  4. 04

    Report and develop

    Revenue reporting joins CRM and accounting data. We maintain and develop the system as a managed service.

Delivered work

Client systems we have built and still support. Clients are anonymised until they approve being named.

From our own products

  • OriginateIn development. Focused on the handover from a sales conversation to a structured proposal.

Common questions

Can HubSpot produce the quotes our business needs?

Often it can with custom cards. For a UK commercial finance broker network we built HubSpot cards that calculate hire purchase, lease, loan, property, invoice and trade finance quotes, with APR, on the deal record. The figures behind the proposal are the figures behind the invoice.

Can you migrate us from a legacy CRM?

Yes. For a commercial finance brokerage we moved 17,530 companies, 27,353 contacts and 1,257 historical deals from FileMaker to HubSpot. The data was profiled first, the brokerage reviewed the proposed duplicate merges, and deals kept their stage history.

Can invoices be raised from the deal?

Yes. In the broker network platform, an invoice is created in Xero from the deal data when the deal reaches the right stage. Voided and amended invoices flow back, so the CRM and the accounts agree.

Do you only work with HubSpot?

HubSpot is where most of our CRM work is done, including custom extensions and migrations. We connect it to accounting, documents and other systems around it. If you run a different CRM, raise it on the discovery call and we will say plainly whether we are the right team.

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Show us where a deal leaves the CRM.

On a 30-minute discovery call we will walk through one deal from enquiry to invoice and note where the work is done twice.

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