Solutions

HubSpot consulting services built around how your team actually works

We do not force your process into HubSpot’s defaults. We start with how your business sells and services, design the CRM to match, and document it so your team can run it without us.

Book a free consultation See our process

What we deliver

Four core services

Most engagements start with one of these and expand. If you are not sure which one you need, that is a normal place to start a conversation.

01 / Implementation

HubSpot implementation and onboarding

For: New portals, or a portal that was set up quickly and never properly architected.

What it involves: We design and build the full structure: objects and custom properties, deal pipelines and stages, lifecycle stages and lead statuses, teams and permissions, forms and lists, workflows and sequences, then the dashboards on top.
What changes: Your reps work in a CRM that matches how they actually sell, so they use it. Your marketing team can segment on data that is reliably there. Your leadership gets reporting that does not need a spreadsheet check first.
Typically includes: Portal audit, data model design, pipeline and lifecycle architecture, permission structure, core automation, dashboard build, SOPs, and team training.
Price: The PipelineSync Method from $2,950: Method Foundation $2,950, Method Sales System $4,450, Method Full Funnel $5,950. See pricing.

HubSpot implementation services

02 / Migration

CRM migration

For: Moving to HubSpot from Salesforce, Pipedrive, Zoho, a legacy CRM, or spreadsheets.

What it involves: We audit the source system, map every field to its HubSpot destination, resolve duplicates before import rather than after, rebuild automation and reporting in the new environment, and test the whole thing in a sandbox before cutover.
What changes: Your team lands in a CRM that works on day one, with the history that matters intact and the automation already running. Migrations fail when data arrives without structure and everyone quietly goes back to the old system. That is the failure we are engineered to prevent.
Typically includes: Source audit, field mapping sheet, deduplication and enrichment, sandbox import and QA, automation and reporting rebuild, cutover plan, and training.
Price: A Method build from $2,950 plus data migration from $750 for up to 10,000 records. See pricing.

HubSpot migration services

03 / Data quality

CRM cleanup and data quality

For: Portals where reporting cannot be trusted, duplicates are widespread, or fields were never governed.

What it involves: We audit record quality across contacts, companies, and deals, deduplicate systematically rather than by hand, standardize field values, then install the validation rules, required properties, and naming conventions that keep it clean.
What changes: Reporting becomes something you act on rather than something you verify. Automation stops misfiring on bad records. Reps stop finding three versions of the same account.
Typically includes: Data quality audit, deduplication, field standardization, validation and governance rules, ongoing data hygiene workflows, and a governance SOP.
Price: CRM Cleanup $1,450, delivered in 2 weeks. See pricing.

HubSpot data cleanup

04 / RevOps

RevOps infrastructure, lead to close

For: Companies where marketing, sales, and service each work well alone but do not connect into one picture.

What it involves: We build the connective layer across the full revenue path: lifecycle stage definitions everyone agrees on, lead scoring and routing with SLAs and fallback owners, sales and marketing automation, attribution reporting, and the executive dashboards on top.
What changes: Qualified leads reach the right rep in minutes instead of sitting unassigned. Leadership can see conversion at every stage and where deals stall. Marketing can tie spend to closed revenue rather than to form fills.
Typically includes: Lifecycle architecture, lead scoring and routing, SLA and escalation design, sales and marketing automation, attribution setup, executive dashboards, and documentation.
Price: Method Sales System $4,450 or Method Full Funnel $5,950; RevOps Build from $8,950. See pricing.

HubSpot RevOps consulting

Supporting services

Other work we take on

Custom API integrations

Private apps, coded workflows, and webhooks to connect HubSpot with systems that have no native integration, built with logging and error handling.

See all integrations

HubSpot audit

A structured review of your portal, data, automation, and reporting, delivered as a written findings document with prioritized recommendations.

CRM Audit $495 · 3 business days after access

About the audit

Ongoing administration and optimization

Monthly support for teams without an internal CRM owner. Workflow changes, reporting updates, data hygiene, and user support.

Monthly plans from $750/month

About HubSpot admin

Training and SOPs

Live sessions and written documentation for teams inheriting a system, onboarding new hires, or trying to lift adoption.

How we work

Our process

Four stages, defined milestones, and nothing built before you have approved the design.

01
Discovery and audit
We review your portal, data model, integrations, and go-to-market process, then identify friction points, gaps, and the quick wins worth doing first.
02
Architecture and design
We design the data model, pipelines, lifecycle, permissions, and integration map around how your team actually sells, and walk you through it before any build begins.
03
Build and test
Built in a sandbox and tested with real data before deployment. Workflows, custom code, integrations, dashboards, and safeguards.
04
Train and document
Live training plus written SOPs, data model documentation, automation logic, and a permission matrix. Your team owns the system.

Book a free consultation

Working together

How engagements are structured

Every project is scoped after a conversation, because the honest answer to “how much” depends on your data volume, integration count, and how many hubs are in play. There are four ways clients typically work with us.

Fixed-scope project

A defined build with an agreed deliverable list and timeline. Most implementations and migrations run this way.

Paid audit first

For portals where nobody is certain what is wrong yet. You get a written findings document and a prioritized plan. If you go ahead with the build, the audit work carries into it.

Monthly retainer

Ongoing administration, optimization, and support for teams without an internal CRM owner.

Free consultation

Thirty minutes, no obligation. We look at what you have and tell you what we would do.

Get started

Not sure which service you need?

That is a normal place to start. Thirty minutes, no obligation. We look at what you have and tell you what we would do.

Book a free consultation Get your free CRM blueprint

Not ready to talk? Have a short voice call with Clisyp, our AI, and get a custom HubSpot plan as a PDF.

We reply within 24 hours on business days. No sales sequence. One reply from the person who will actually look at your setup.

allentrinidad@pipelinesync.net +63 930 122 8191 (WhatsApp)