HubSpot set up properly, so sales and marketing finally share one view.

A HubSpot agency helps companies set up, improve and run HubSpot across marketing, sales and service. At Vertical that covers portal audits, CRM architecture, pipelines, properties, workflows, lead scoring, email, integrations, migrations, reporting and training. Because we also run paid media, content, outbound and websites, we connect HubSpot to the activity that fills it. You get a senior team that understands both the platform and the commercial goals behind it, and builds a system your people actually use day to day.

It depends on what you want HubSpot to do. Marketing Hub covers email, forms, landing pages, automation and campaign reporting. Sales Hub adds deal pipelines, sequences, meeting scheduling and forecasting. Service Hub handles tickets and customer support, while Content Hub and Operations Hub cover website content and data tools. Many businesses start with the free CRM plus one or two hubs and grow from there. We look at your goals and processes, then recommend the combination and tier that fit, without paying for features you will not use.

Yes, and it is often the best place to start. Our audit reviews your data quality, properties, lifecycle stages, pipelines, workflows, lead scoring, email setup, integrations, user permissions and reporting. We look for duplicated records, broken or conflicting automation, unused features and gaps that stop you seeing the full customer journey. You receive a prioritised plan explaining what to fix first and why, whether you then work with us to deliver it or take it forward with your own team.

Yes. We migrate businesses from Salesforce, Pipedrive, Zoho, Microsoft Dynamics, spreadsheets and other tools. We start by deciding what data is worth keeping, then clean, deduplicate and map contacts, companies, deals, activities and custom fields to a well-designed HubSpot structure. Integrations and automation are rebuilt rather than copied, and everything is tested before go-live. We also train your team on the new setup, because a migration only succeeds if people embrace the new system from day one. We stay close in the first weeks to answer questions and fix anything that feels awkward.

We start by mapping how you actually win customers, from first conversation to signed contract. Each pipeline stage is defined by something that has genuinely happened, such as a discovery call held or a proposal sent, rather than a feeling. We set probabilities, required properties and automation for each stage, so deals carry the right information and follow-up tasks are created automatically. Separate pipelines can be used for different products or sales motions, keeping forecasts clean and comparable. We review stage conversion regularly and refine the pipeline as you learn.

Lead scoring assigns points to contacts based on how well they fit your ideal customer and how they engage with your brand, such as job title, company size, pages visited and emails opened. When a contact reaches a threshold, they can be marked as sales-ready and routed to the right person automatically. Good scoring helps sales focus on the people most likely to buy. We build scoring models with both teams, then review and adjust them as real results come in.

Yes. HubSpot has a large marketplace of native integrations, including ads platforms, website builders, accounting software, calendars, video tools and outbound platforms. Where no native app exists, we connect systems through middleware such as Zapier or Make, or through HubSpot’s API. We plan integrations carefully so data flows in the right direction, fields map correctly and duplicates are avoided. The result is one reliable record of each customer, without your team copying information between systems by hand. Every integration is documented, so you know what connects to what.

We start by agreeing the questions each team needs answered and the definitions behind them, such as what counts as a qualified lead or a new opportunity. Then we build dashboards for leadership, marketing and sales that show pipeline, conversion rates, source attribution, activity and revenue. Custom report builder and calculated properties fill gaps where standard reports fall short. Because the underlying data is clean and the definitions are shared, people stop debating the numbers and start acting on them.

Yes. HubSpot offers a free CRM and starter tiers that give small teams contact management, email, forms and basic automation at an accessible price, with the option to grow into more advanced features later. That makes it a sensible foundation for companies that want to build good habits early rather than migrating from spreadsheets in a hurry. We help growing businesses choose the right starting point, set up a clean structure that will scale and avoid paying for capability they do not yet need.

HubSpot can be the central record for outbound activity, whether you use its own sequences or platforms such as Instantly, Lemlist or Smartlead. We connect those tools so replies, interested leads and booked meetings flow into HubSpot with the right owner, stage and source. Existing customers and open deals can be excluded from outreach automatically. That gives sales one place to manage conversations and lets you measure outbound in terms of pipeline and revenue rather than activity alone. Marketing and sales then see the same story about what outbound is achieving.

Yes. HubSpot includes AI features for content, data enrichment, forecasting and summarising records, and we use them where they genuinely help. We also run our own agents across your portal, analysing pipeline health, spotting data issues and drafting workflows or reports for review. Everything is checked by our team before it changes anything in your account. The aim is to give your people more time for customers and better information for decisions, without handing important judgements to a machine. You decide how far automation should go.

Start with a conversation about your sales process, your marketing and where HubSpot fits today. If you already use HubSpot, we usually begin with an audit and a prioritised plan. If you are choosing a CRM or moving from another platform, we scope the setup or migration and agree a realistic timeline. Either way, we will tell you plainly what we think will make the biggest difference to your teams and your revenue, and how we would go about delivering it.