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Set up the portal correctly the first time: objects, pipelines, lifecycle stages, permissions, automation, and reporting designed around your sales motion instead of HubSpot’s defaults.
HubSpot Gold Solutions Partner12 HubSpot certifications13 five-star client reviews
An audit of what you have, then a written design for your data model, pipelines, lifecycle stages and permissions that you approve before anything is built. We then build the automation and dashboards, test in a sandbox, and hand over with live training, SOPs and data model documentation.
The CRM Audit is delivered 3 business days after we get access. The build then takes 2 to 3 weeks for Method Foundation, 3 to 5 weeks for Method Sales System and 5 to 7 weeks for Method Full Funnel, with architecture, training and documentation inside that time. A CRM migration runs alongside and typically takes 3 to 6 weeks. Each stage ends at a defined milestone.
Every implementation follows The PipelineSync Method at a fixed price: Method Foundation $2,950, Method Sales System $4,450 or Method Full Funnel $5,950. Data migration, integrations and fulfillment are add-ons. You start with a free 30-minute call, then a $495 audit gives you a fixed quote, credited in full to a build signed within 30 days.
Implementation is for teams starting on HubSpot, and for teams whose portal was set up quickly, grew by accident, and never got a proper design. Most of our clients are B2B companies with roughly 10 to 200 people, usually on HubSpot Professional or Enterprise.
We also take on first-time implementations for smaller founder-led businesses that want the structure right from the start, before bad habits and duplicate fields set in.
The pipeline was copied from HubSpot’s defaults, so it does not match how deals actually close. Reps work around it and the forecast gets discounted.
Fields were created as people needed them. Nobody knows which property is the real one, so segmentation and reporting rely on guesswork.
Licenses for Professional or Enterprise, running at the level of a basic contact database.
Leadership exports the numbers before believing them, because the structure underneath was never designed for reporting.
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. Nothing is configured until you have approved the design.
Before creating properties, we map how a person moves from first touch to customer and expansion, and separate the business questions you need answered from the tools that answer them. That keeps the portal from becoming a mirror of every historical process.
Objects describe what you manage, pipelines describe the process, and stages describe progress through it. We keep those layers distinct. A deal stage represents a verifiable buyer or delivery milestone, not an internal task such as “send proposal”.
A scalable portal makes the safe path the easy path. We define permissions around roles, using permission sets on Enterprise, decide who can edit sensitive properties, and publish naming conventions before teams start creating their own fields and workflows.
We start from the decisions leadership needs to make, then make sure the data needed for those dashboards is captured at the right moment by the right person. Dashboards come last because they depend on everything underneath them being trustworthy.
Check five things: who does the work, whether the design is agreed before anything is built, how changes are tested, what you own at handover, and what happens after go-live. Then verify the partner tier and reviews in HubSpot's Solutions Directory instead of taking them from a sales deck.
Ask whether the people on the sales call build the portal, or whether the work is passed to subcontractors. At PipelineSync the work is done by our founder and our in-house implementation specialists; nothing is subcontracted.
A good partner writes down the data model, pipelines, lifecycle stages and permissions and walks you through them first. We do not configure anything until you have approved the design.
Ask where workflows and imports are tested before they touch live records. We build and test in a sandbox or test portal first, then deploy. See our implementation checklist for the full order.
You should get documentation your team can run the system from without the partner: SOPs, data model documentation, a permission matrix and live training. That is what every implementation of ours ends with.
Ask whether support continues and on what terms. If you want it, we offer optimization sprints and ongoing HubSpot administration; if you do not, the handover is designed so you will not need us.
Partner tiers and reviews are public. Check them on the HubSpot Solutions Directory, where PipelineSync is listed as a Gold Solutions Partner.
Four stages with defined milestones: the audit takes 3 business days after we get access, then architecture, build and handover take 2 to 7 weeks by Method package.
We go through your current setup, data, integrations, and sales process, and write down what works, what is broken, and what is costing you time.
We design the data model, pipelines, lifecycle stages, permissions, and integration map before touching anything, and walk you through it for approval.
We build and test in a sandbox first, then deploy: workflows, custom code where needed, integrations, dashboards, and safeguards.
Live training and written SOPs so your team owns the system. Documentation covers the data model, automation logic, integration map, and permissions.
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.
The four stages, a week-by-week plan, and what makes it longer.
Read articleSubscription, HubSpot's onboarding fee and the build: what each part costs and why quotes differ.
Read guideWhat you can and cannot build on each tier, and the signs your process has outgrown Starter.
Read guide
"Allen is without a doubt a true HubSpot expert. From CRM setup and workflow configuration to onboarding our entire team."
Read the reviews on Upwork and the HubSpot Solutions Directory
A free 30-minute call. Bring your portal, your reporting problem, or just the thing that keeps failing. You will get a straight answer on what is causing it and what fixing it involves, whether or not you hire us.
