HubSpot,
Full HubSpot CRM implementation and marketing automation
HubSpot — CRM & Productivity Case Study
End-to-end HubSpot CRM setup, pipeline configuration, marketing automation, and integration projects for B2B SaaS and services companies.
Three numbers that
tell the story upfront.
Increase in lead-to-close rate
End-to-end HubSpot CRM setup, pipeline configuration, marketing automation, and integration projects for B2B SaaS and se…
Faster deal cycle
End-to-end HubSpot CRM setup, pipeline configuration, marketing automation, and integration projects for B2B SaaS and se…
Pipeline visibility for leadership
End-to-end HubSpot CRM setup, pipeline configuration, marketing automation, and integration projects for B2B SaaS and se…
Before we got here,
here's what wasn't working.
HubSpot implementation and optimisation projects covering CRM setup, deal pipeline design, marketing automation sequences, lead scoring, and integration with sales tools, billing platforms, and data warehouses.
We confirmed every challenge with the team before writing a line of production code. The right column lists the pain points we tackled head-on and how we approached each one.
What wasn't working
BEFORECustom HubSpot property limits for complex B2B data models
Used associated object types to model complex relationships (e.g., contacts-to-subscriptions) without hitting property limits.
Don't over-engineer.
Solve what matters, ship fast.
The instinct on complex projects is to rebuild everything from scratch. We pushed back. A full rewrite often means months of regressions while engineering rebuilds features that were already working.
We mapped the existing workflow against actual usage. The result was clear: a small set of features accounted for the majority of user time. We rebuilt the core, shipped fast, and extended outward.
On the technical side, we made clear decisions early and held them. The right column shows what we chose, and why.
4 decisions we made early
CHOSEN / REJECTEDCustom Deal Pipeline — how we built it
Custom Custom Deal Pipeline — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Lead Scoring Model — how we built it
Custom Lead Scoring Model — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Email Automation Sequences — how we built it
Custom Email Automation Sequences — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Revenue Attribution — how we built it
Custom Revenue Attribution — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
4 features that
define the product experience.
Every feature was scoped and shipped with the same priorities: speed, reliability, and staying out of the user's way.
Custom Deal Pipeline
Multi-stage deal pipeline with custom properties, required fields, and stage-specific automation.
Lead Scoring Model
Predictive lead scoring based on demographic and behavioural signals, routing high-score leads to sales.
Email Automation Sequences
Behaviour-triggered email sequences for onboarding, nurture, and re-engagement campaigns.
Revenue Attribution
Stripe payment data synced to HubSpot deals for closed-loop revenue attribution reporting.
What changed,
measured against the day-one baseline.
We benchmark before we touch anything, logging every metric below against its state before we wrote a line of production code.
Want to build
something like this?
We ship fast. Talk to us about your product idea and we'll tell you exactly how we'd approach it.