HubSpot CRM setup
Portal, pipelines and data ready to sell.
HubSpot CRM setup is the configuration of your portal so sales, marketing and service work from the same records. We define users and permissions, pipelines, properties, imports and dashboards, for SMEs and mid-sized B2B and B2C companies starting with HubSpot or fixing a messy portal.
Piceci/HubSpot
Concrete activities, line by line
Every quote line describes a specific activity. No generic items.
Portal architecture
Users, teams, permission sets, business units and naming rules.
Pipelines and stages
Deal, ticket or project pipelines that match your real sales process.
Properties and data import
Custom properties, cleanup and import from Excel or your old CRM.
Dashboards
Pipeline, activity and source reports for management.
Timeline, tools and what we need from you
Indicative timelines, confirmed in the quote after the audit.
Indicative timeline
2 to 4 weeks for a standard portal
- Free audit before any quote
- Written delivery date for each step
- Price locked once approved
Tools
Platforms we work with.
- HubSpot Sales Hub
- HubSpot Service Hub
- Excel / CSV import
What we need from you
To start without delays.
- Access to HubSpot as Super Admin
- Your current contact and deal lists
- One person who knows the sales process
- One internal contact for approvals
Step by step, no lock-in
- 01
Free consultation
30 minutes on goals, team and current tools.
- 02
Free audit
Review of the current setup and a priority report.
- 03
First step
Line-by-line quote. Price locked once approved.
- 04
Next steps
Only when the previous step has proven its value.
Trusted by teams in Europe, the Middle East and North America
Measured. Reviewed. Trusted.
Total flexibility. Step by step. Never inflated.
We don't sell fixed bundles: every service is priced on its real scope, with a line-by-line quote and no generic items. You start small, see the quality of the work, then decide the next step.
- Step 1
Free consultation and audit
A 30-minute call and a review of your portal, data, pipelines, automations and email deliverability, with a priority report.
- Step 2
One focused first step
A pipeline setup, a portal cleanup, a single integration, email deliverability or team training.
- Step 3
Automations and integrations, only if needed
We extend the work only when the previous step has proven its value.
No mandatory annual retainer
Each step is approved and paid on its own. You can stop after any step.
Price locked for the approved step
If our estimate was wrong, the extra time is on us.
We tell you what you don't need
If a higher HubSpot tier or an integration isn't necessary, the audit says so.
Your portal, your data
Always. Documentation is handed over at the end of every step.
- 01Pipeline setup and deal stages
- 02Contact and company import
- 03Lead routing rules
- 04Management dashboard
- 05Team training, 2h
Every line describes the activity. Amounts depend on scope.
Calls available 9am to 6pm GST, Monday to Friday
Book a free consultationQuestions about HubSpot CRM setup
Can you fix an existing portal?+
Yes. Many projects start by cleaning up properties, duplicates and pipelines before anything new is added.
Can you migrate our data from Excel or another CRM?+
Yes. We map fields first, import a test batch for you to check, then move contacts, companies, deals and history.
Which HubSpot licence do we need?+
It depends on users and processes. The audit tells you the lowest tier that covers what you need, and we say so when a higher one is not necessary.
How much does it cost?+
There is no fixed package. After a free audit you receive an itemised quote for the first step only, and the price of an approved step does not change.
Start with a free consultation
30 minutes with Alessio Piceci to understand what you really need, with no obligation to continue.