<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=3112483845678115&amp;ev=PageView&amp;noscript=1">
Hubspot CRM Optimisation

A HubSpot portal designed for how you do business

Regain control over your HubSpot portal and set your teams up for success


Configure HubSpot for how your business operates


Ensure your employees are set up for success


Deliver an engaging experience for your customers and prospects

Your business is unique - your CRM setup should be too

You’ve put a lot of reason and thinking behind the way you run and structure your business. Unfortunately, a lot of businesses undo these processes through their CRM. Ensure your CRM is specifically configured to help your team manage and allow prospects to flow seamlessly through your customer journey, not stand in the way.

Common problems we help overcome 
We believe:

Your HubSpot portal should be designed around your business, not the other way around

Our Solution

Reconfigure your HubSpot portal according to how you do business

Changing your CRM isn’t about changing your business. Instead, it’s about creating a system that will help you elevate the way you conduct business, and provide more frictionless and seamless experiences for your customers and employees. 

We take the time to understand what makes your business successful already, and plan a CRM solution around that. 

Setup HubSpot to suit your business

We take the time to understand how your business operates, your customer journey, and what requirements each team has in order to do their jobs well. Based on this information, we create a customer journey map to visualise the flow from capturing leads to delivering excellent customer service.


Configure HubSpot for your teams

After mapping out your customer journey and a workable structure for your CRM, we’ll go to work implementing these changes to your HubSpot.

Go live

Set your team up with proper training

There's no one training session that works for everyone in the business. Each team requires their own training and support for the roles they're required to carry out. By firstly understanding each team's needs, we'll make sure all employees are appropriately trained and will work with managers to help keep everyone accountable. 


Continually refine and improve

Once your newly reconfigured CRM is up and running, there's still room to refine and improve. We help identify what processes can be automated, how to simplify and streamline engagement, and where to eliminate friction.

Improve Experience
Eliminate Friction
Our Services

How we can help you

We have a wealth of experience with HubSpot, and understand the various features and technical aspects involved. Whether you have a basic knowledge of HubSpot or none at all, we can work with you to reconfigure your CRM to seamlessly align with your business, add new features, or create a completely new architecture. 


Lead Generation
Marketing Automation
Email Marketing
Customer Segmentation
Paid Media Integrations
Marketing Reporting
Custom Objects


Sales Automation and Sequences
Pipeline and Deal Management
Task management
Sales Pro features
ABM automation
Sales Reporting

Customer Service

Ticket Automation
Pipeline and Ticket Management
NPS and Custom surveys
Knowledge base
Customer Service Reporting

Don't just take our word for it

See how we’ve helped other businesses get a great investment from their Hubspot CRM

Ed came in and helped design an experience that drove greater engagement and provided a more seamless and enriching brand experience. On top of that he's an absolute joy to work with and a fantastic partner.
Karen Dwyer
CMO, Vitruvian
Before meeting Ed we were extremely frustrated with our Hubspot CRM because our foundations weren’t right. Ed really took the time to understand our business and processes and more importantly, what we wanted to achieve from our Hubspot CRM.We are now confident we are getting the most value from HubSpot because everything integrates seamlessly and the team now has confidence in the systems and processes they are executing.
Philip Raff
Dealt - 360 Capital

How We Work

Step 1

1.Unpack the needs of your business

We want to learn everything about your business - from marketing through to how you deliver your customer service.

Step 1
Step 2

2. Reconfigure your HubSpot portal

We implement and reconfigure your HubSpot portal according to your teams’ and business’ needs.

Step 2
Step 3

3. Engage in specific training for your teams

Through personalised training and support, we’ll make sure all teams are equipped with the knowledge and confidence to navigate the changes we implement.

Step 3
Step 3

4. Deliver an exceptional service to your prospects and customers

Get back to doing what you do best. That means running an incredible business delivering an exceptional experience for your prospects and customers, with an aligned CRM to help.

Step 3

Why Exemplify

Why trust Exemplify with your Hubspot CRM?


We’ve got more than 5 years’ experience working with HubSpot and being a part of an award winning Diamond Hubspot partner. We're always looking to be ahead of the curve and understand how your CRM should be best suited for your teams


We're all about understanding your needs, problems and goals. When helping with your HubSpot portal, we're here to build the best solution for your business and deliver a customised approach.

Best practice

HubSpot is a fantastic CRM, but it can be hard to navigate. We make sure we stay aligned with best practices by keeping up to date on new features, training and certifications.

Customer-first approach

We're devoted to making sure HubSpot works best for your teams, so that they can service your customers and prospects as best as possible. We believe in a customer-first approach that helps your teams deliver an excellent customer experience.

Take your business to the next level

Deliver an exceptional service to your prospects and customers