01
CRM setup
Pipelines, properties and lifecycle stages defined once and enforced, rather than invented per team.
ServicesHubSpot implementation
HubSpot implementation
HubSpot Implementation & Onboarding Services
HubSpot is quick to start and easy to clutter. ResoluteX sets up lifecycle stages, properties, attribution and automation around how your marketing and sales teams actually hand off, then connects it to the rest of your data so the numbers agree.
A HubSpot portal where lifecycle stages mean the same thing to marketing, sales and finance.
Where this work fits
02
Attribution
Source and campaign tracking that survives to closed revenue, so marketing spend can be judged.
03
Automation
Workflows for routing, nurturing and handoff that are documented and easy to change.
04
Integrations
Connect HubSpot to your product, billing and support data so records stay consistent.
What you receive
- 01Lifecycle and pipeline definitions agreed by marketing and sales
- 02Properties, workflows and permissions configured to them
- 03Attribution and reporting dashboards
- 04Integrations with monitoring and error handling
- 05Documentation and an adoption review after 60 days
How delivery works
- 01
Agree definitions
Marketing, sales and finance agree what each lifecycle stage means before anything is configured.
- 02
Price the phase
A written scope and fixed price for each phase, with changes quoted separately.
- 03
Build and migrate
Configuration, data migration and integrations are tested against real records before launch.
- 04
Review adoption
At 60 days we check usage and data quality, and fix what people work around.
A good fit when
- Marketing and sales disagree about lead numbers
- Workflows have grown into a tangle nobody wants to touch
- HubSpot data doesn't match billing or product usage
Probably not the right fit when
- You need paid media management or content production
- The portal is small and already working well
- You want an agency retainer for campaign execution
Questions buyers ask
Before you scope the work
How much does HubSpot implementation cost?
Fixed phases run from $2.9k to $11.6k over two to four weeks each. HubSpot licences are bought from HubSpot separately. Ongoing administration starts from $1.4k a month.
Can you migrate us from another CRM?
Yes. Migration is scoped as part of a phase, with field mapping, de-duplication and test imports before the final cut-over.
Do you run marketing campaigns?
No. We implement and integrate the platform; campaign strategy and content stay with your team or agency.
Who owns the configuration and documentation?
You do. Everything is built in your portal and documented for whoever administers it next.
Related services
Describe the outcome in one sentence. We will return a fixed sprint plan within one business day.
Scope a sprint