Why SaaS Companies Need a Custom HubSpot Setup

A standard CRM setup won’t cut it for SaaS. Your business thrives on recurring revenue, customer retention, and seamless onboarding - but without the right automations, manual work slows growth, customer data stays fragmented, and revenue forecasting becomes guesswork.

With the right implementation, HubSpot becomes your SaaS growth engine - centralising data, automating workflows, and driving long-term retention.

We configure HubSpot to:

Track MRR, ARR, and churn rates

Get real-time insights into all your subscription metrics for better decision making.

Automate all customer onboarding

Increase activation and retention with seamless workflows that drive customer success.

Optimise subscription renewals and upsells

Implement proactive engagement strategies to maximise customer lifetime value.

Align sales, marketing, and customer success

Create seamless handoffs and workflows to drive predictable revenue growth across teams.

End-to-End SaaS Onboarding & Implementation

Get HubSpot right from the start with subscription-based workflows and a fully optimised revenue engine.

Subscription Tracking & Churn Reduction

Gain real-time visibility into MRR, ARR, churn, and customer health to increase retention and predict revenue.

Sales & Marketing Alignment

Automate lead scoring, nurture sequences, and attribution tracking to convert more trials and demos.

Customer Success & Expansion

Automate renewals, track engagement, and turn customers into long-term subscribers with proactive support.

HubSpot Growth & RevOps Strategy

Scale efficiently with data-driven decision-making, revenue forecasting, and cross-team alignment.

Phase 1

Business Discovery

We know your business is unique, and your success depends on processes tailored to your prospects and customers.

During this phase, we’ll take the time to deeply understand how your business operates, unpacking your workflows to ensure HubSpot aligns with and enhances them.

If you’re considering refining any processes, now is the perfect opportunity to implement meaningful changes.

You’ll feel confident knowing that we’re listening and tailoring HubSpot to meet your specific needs.

Phase 2

Business Architecture – Designing Your Ideal Customer Journey

Transform Your Processes into an Efficient, Scalable System

Your customer journey is at the core of your business, and we’ll bring it to life visually before implementing it in HubSpot.

By mapping out your processes, we’ll identify opportunities for improvement and ensure everyone in your organisation is aligned on how things work. At the same time, we’ll lay the technical foundations for your HubSpot portal, setting the stage for smooth operations.

This step ensures you can clearly see how HubSpot will streamline your business while supporting its unique needs.

Phase 3

Implementation

This is where your HubSpot portal begins to take shape. Using the customer journey architecture we’ve developed, we’ll implement your processes into HubSpot, ensuring every detail is handled with care and precision.

From CRM setup to data cleansing and importing, reporting configuration, and user/team settings, we’ll ensure everything is tailored to your business.

You’ll have complete confidence that your portal is built to the highest standard and ready to deliver results.

Phase 4

Training & Documentation

With your portal ready, it’s time to empower your teams.

We’ll document your processes and how they work in HubSpot using tools like Scribe and video overviews, while also running comprehensive training sessions. This ensures your teams feel confident in their day-to-day roles and are equipped to use HubSpot to its full potential. (Click here to view an example)

You’ll see immediate benefits as your team becomes more efficient and effective with HubSpot.

HubSpot Tailored Specifically for Scaling SaaS