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HubSpot CRM Consulting That Aligns Sales, Marketing & Operations
We help B2B businesses optimise HubSpot CRM to support sales processes, marketing alignment, pipeline visibility, and revenue operations - ensuring HubSpot becomes a true growth platform.
HubSpot CRM is powerful - if implemented correctly. We optimise your CRM setup, pipelines, deal stages, data structures, automation, and reporting to align with your actual sales process and business workflows. Our consulting ensures HubSpot adapts to your business - not the other way around.
Our Approach
CRM Process Mapping & Strategy
We review your sales process, qualification stages, buyer journeys, and operational workflows to design a CRM structure that supports how your business actually sells.
Deal Pipelines & Forecasting
We optimise deal stages, forecasting models, custom properties, and reporting dashboards to give leadership full visibility into sales health.
CRM Automation & Task Management
We configure workflows, task queues, notifications, and automation that support sales productivity and minimise admin workload.
CRM Data Integrity & Reporting
We audit data quality, build validation rules, design reporting frameworks, and ensure your CRM remains clean, actionable, and management-ready.
Frequently Asked Questions
These are the questions we get asked the most. If you have something else on your mind, please contact us and we will get right back to you.....
Why choose LimeHub for HubSpot CRM consulting?
We combine certified HubSpot CRM expertise with deep B2B sales, RevOps, and process optimisation experience to ensure HubSpot fully supports revenue growth.
What does HubSpot onboarding include?
Our HubSpot onboarding covers CRM setup, data migration, marketing automation configuration, sales pipeline alignment, reporting, training, and admin support to fully activate the platform.
Do you consult on CRM governance and data quality?
Yes - we implement CRM governance policies including field validation, user permissions, audit logs, and ongoing CRM health monitoring.
Can you train our sales team on using HubSpot CRM?
Yes - we train your sales, marketing, and operations teams on HubSpot CRM usage, best practices, and daily workflow optimisation.
Do you help with RevOps alignment across teams?
Yes - we align CRM design across sales, marketing, service, and operations teams to improve data flow, reporting consistency, and revenue operations (RevOps).
Can you build custom CRM reports and dashboards?
Yes - we build custom reports, sales dashboards, and management reporting frameworks for real-time pipeline and revenue visibility.
Do you audit and clean up CRM data?
Yes - we audit CRM data for duplicates, incomplete records, property hygiene, and structural consistency to ensure accurate reporting.
Can you help automate sales admin tasks?
Yes - we automate repetitive sales admin including task creation, reminders, lead routing, and pipeline management to reduce manual work.
Can you align HubSpot with our sales process?
Yes - we design CRM structures that mirror your real sales process, qualification criteria, lead handoffs, and deal progression stages.
Do you optimise deal pipelines and forecasting?
Yes - we optimise deal stages, forecasting models, pipeline health metrics, and reporting views for sales leadership and operations.
What does HubSpot CRM consulting involve?
Our consulting covers CRM process design, pipeline setup, automation, reporting, data integrity, governance, team training, and full CRM optimisation aligned to your business.
Their Brand Management software, Brander, is also an absolute game-changer for businesses looking to take a data-driven approach to brand development and tracking. "
Kieran Heinze, CEO
Aivarex
Have a look
at our Work
Don’t just take our word for it – check out some of the projects we’ve worked on. Even better, contact us to see more!
Website Design & Development | Togal.ai
Graphic Design Services | Novoviah Pharmaceuticals
Brand & Identity Design | Novoviah Pharmaceuticals
