01
HubSpot implementation and onboarding
A new portal set up from a written checklist: users, permissions, properties, pipelines, workflows and dashboards, with training for each team.
FIG 01 · HubSpot Consulting
HubSpot consultants who set it up right the first time
Sales, Marketing and Service Hub set up around how your team really sells, with clean data, working automation and custom integrations, from engineers who also build CRMs.
See how it works
FIG 02 · Quick answer
What does a HubSpot consultant do?
A HubSpot consultant plans, configures and extends HubSpot so your team actually uses it. Elgrith sets up Sales, Marketing and Service Hub, migrates data from spreadsheets or another CRM, builds pipelines, workflows, reports and custom objects, and connects HubSpot to your website, billing and product through custom API integrations, then trains your team.
- Hubs set up, connected and reported on together
- 3
- Projects delivered since 2015
- 1,000+
- Clients across the USA, UK and India
- 250+
- Your code, data and admin access
- 100%
FIG 03 · Why it matters
HubSpot is everywhere. Clean setups are not.
From HubSpot’s own Q2 2026 results and its Solutions Partner page. More customers means more portals that were set up in a hurry.
01
306,446
HubSpot customers
HubSpot reported 306,446 customers as of June 30, 2026, up 14% on a year earlier.
Source: HubSpot Q2 2026 results (SEC filing)(opens in a new tab)02
20%
Revenue growth in Q2 2026
HubSpot’s total revenue was $911.7 million for the quarter, up 20%. The platform keeps adding hubs, AI and features your setup has to keep up with.
Source: HubSpot Q2 2026 results (SEC filing)(opens in a new tab)03
5
Tiers in HubSpot’s partner program
HubSpot says its Solutions Partner Program is structured into five tiers as of July 15, 2026. We explain what that means below; we don’t claim a tier.
Source: HubSpot, Solutions Partner tiers 2026(opens in a new tab)
FIG 04 · Fixed scope
What you get: a HubSpot implementation checklist
Every HubSpot project starts from a written checklist, hub by hub, so you know exactly what will be configured, migrated and handed over before work starts.
| Hub | Set up | Automate | Report |
|---|---|---|---|
| Smart CRM (all hubs) | Portal settings, users, teams, permissions, properties and associations | Data-quality rules, duplicate handling and record ownership | Contact, company and deal health views |
| Sales Hub | Deal pipelines and stages, products, quotes and meeting links | Sequences, task queues, deal-stage workflows and rotation | Pipeline, forecast and rep activity dashboards |
| Marketing Hub | Forms, lists, email templates, tracking code and consent settings | Nurture workflows, lead scoring and lifecycle stages | Campaign and source attribution reports |
| Service Hub | Inbox, ticket pipelines, help desk and knowledge base | Ticket routing, follow-ups and feedback surveys | Ticket volume, resolution and satisfaction views |
| Content Hub (CMS) | Theme, templates, landing pages and blog, where in scope | Smart content and form-to-workflow handoffs | Page and conversion reporting |
| Operations Hub / Data Hub | Data sync, custom-coded actions and data quality tools, where licensed | Scheduled clean-ups and property formatting | Data-quality and sync-error reporting |
Which hubs and tiers you license decides what is possible. We scope to the licence you have, and tell you when an upgrade would genuinely help.
Need a custom CRM instead? See CRM developmentFIG 05 · What you get
HubSpot consulting services
Setup, migration and real engineering in one team, so HubSpot fits your process instead of your team working around it.
02
CRM migration to HubSpot
Contacts, companies, deals, tickets, notes and history moved from Salesforce, Zoho, Pipedrive or spreadsheets, mapped, de-duplicated and test-loaded first.
03
Sales Hub pipelines, sequences and forecasting
Deal stages that match how you sell, sequences and task queues for reps, and forecasts your leadership can trust.
04
Marketing Hub automation, lead scoring and attribution
Nurture workflows, lifecycle stages, lead scoring and attribution reports that show which campaigns create pipeline.
05
Custom objects, apps and HubSpot CRM development
Custom objects, private apps, UI extensions and serverless functions when standard records aren’t enough for your business.
06
HubSpot integrations
HubSpot connected to Stripe, Xero, Shopify, your product database and internal tools through the HubSpot API and webhooks.
07
HubSpot CMS websites
Websites and landing pages on HubSpot Content Hub, or on Next.js with HubSpot forms and tracking, built to load fast and convert.
08
Breeze AI and AI agents
Breeze AI features set up on clean data, plus custom AI agents that read and update HubSpot through its API, with approval steps.
Deliverables
12
deliverables, in writing
Included in every build, written into your fixed quote before work starts.
FIG 06 · Integrations
HubSpot, connected to the rest of your business
Most HubSpot portals fail quietly because the data lives somewhere else. These are the connections we build most often.
- Website forms
- Stripe billing
- Shopify store
- Product data
HubSpot
- Sales Hub
- Marketing Hub
- Service Hub
- Dashboards
Billing to CRM
- Source
- Stripe or Xero invoices and subscriptions
- In HubSpot
- Deal amounts, renewal dates and payment status
- Result
- Revenue reports that match finance
Ecommerce to CRM
- Source
- Shopify orders and customers
- In HubSpot
- Contacts, orders and lifetime value
- Result
- Segmented email and win-back flows
Product usage to sales
- Source
- Sign-ups and usage from your app database
- In HubSpot
- Custom objects and product-qualified lead scores
- Result
- Reps call the accounts that are ready
Website to pipeline
- Source
- Forms, chat and booked calls on your site
- In HubSpot
- Contacts with source, consent and owner
- Result
- Every lead routed to the right owner
ERP and finance sync
- Source
- Accounts, products and price books in your ERP
- In HubSpot
- Companies, products and line items
- Result
- Quotes built from one source of truth
AI agent on HubSpot
- Source
- New leads, tickets or deal updates
- In HubSpot
- Research notes, summaries and draft replies
- Result
- Less admin, with a person approving
FIG 07 · Flagship build
Proof: engineering behind the CRM
Kenerate AI is our flagship build, an all-in-one AI image and video studio we designed and engineered. It is not a HubSpot project; it shows the product, API and AI depth we bring to your CRM.
- 200+ AI models behind one app, one login and one credit balance
- Kenerate Agent: chat with an agent that picks the model and runs the workflow
- MCP & CLI: use Kenerate inside Claude, ChatGPT, Cursor and 19+ AI apps
- 1,000+ projects for 250+ clients since 2015
Tools: 23+ studios with guides for every use caseDesigned and engineered by Elgrith
- AI models in one app
- 200+
- Studios and tools
- 23+
- Maximum output
- 4K
- Guides
- 500+
FIG 08 · UK and GDPR
UK and GDPR setup, done properly
HubSpot gives you the tools. Configuring them for UK GDPR is the customer’s job, and it is part of every UK setup we do.
05principles
Consent properties
Lawful basis and subscription types set up per contact, captured on every form and kept in sync with your email tools.
Cookie banner and tracking
HubSpot’s cookie banner configured so tracking only runs after consent, matched to your site’s cookie policy.
Data retention
Rules for old contacts and inactive records, with workflows that flag or remove data you no longer need.
Data-hosting choice
We walk you through HubSpot’s data-hosting options so you choose where your portal lives before data goes in.
Access and permissions
Least-privilege seats, teams and field-level permissions, so people see only the records they need.
FIG 09 · Go further
The rest of your revenue stack, from one team
HubSpot rarely lives alone. These are the services that most often sit next to it.
05principles
Running Salesforce too?
Org clean-up, Salesforce implementation and HubSpot-to-Salesforce sync from the same team.
Salesforce consultingPages that feed the CRM
Landing pages built for ads, with HubSpot forms and tracking wired in.
Landing page designCompare the platforms
Pricing, features and fit, side by side, from official pages.
HubSpot vs Salesforce in 2026
FIG 10 · Measurement
How we know HubSpot is working
Go-live is not the finish line. After launch we track whether people use the portal and whether the data stays clean.
| Metric | What it tells you | How we measure it |
|---|---|---|
| Active users | Whether each team actually works in HubSpot | Login and activity reports per team, reviewed with you |
| Data hygiene | Duplicates, missing owners and empty key fields | Data-quality reports and property fill rates |
| Pipeline accuracy | Whether deal stages and amounts reflect reality | Stale-deal and close-date reports |
| Time to report | How long a leadership report takes to produce | Dashboards replacing spreadsheet exports |
| Automation health | Whether workflows run without errors | Workflow error and enrolment checks |
| Sync errors | Whether integrations move data correctly | Integration and sync logs |
Targets are agreed with you during discovery. We don’t quote benchmark figures before we have seen your portal and data.
FIG 11 · Process · 7 steps
Audit the data, then build
A fixed written quote and a phased plan before work starts. Nothing is migrated until a test load has been checked by your team.
- Step 01
Discovery
How you sell, market and support today, the hubs and tiers you license and what success looks like. You get a written scope and a fixed quote.
- Step 02
Data audit
We review your current CRM, spreadsheets and tools: what to keep, what to clean, what to merge and what to leave behind.
- Step 03
Configure
Portal settings, properties, pipelines, workflows, permissions and dashboards, built from the agreed checklist.
- Step 04
Migrate
A test load first, checked by your team, then the full migration with record counts reconciled.
- Step 05
Integrate
Your website, billing, ecommerce and product data connected through HubSpot apps or custom API integrations.
- Step 06
Train
Role-based training for sales, marketing and service, plus short written guides for your own processes.
- Step 07
Hypercare
A period of close support after go-live, agreed in your written scope, to fix issues and tune automation as people use it.
FIG 12 · What you get
Everything included
Written into your fixed quote, so you know exactly what you are paying for before work starts.
12items
- Discovery notes and process maps
- Written scope and fixed quote
- Hub-by-hub implementation checklist
- Data audit and field mapping
- Configured portal, pipelines and properties
- Workflows, sequences and lead scoring
- Migrated, de-duplicated records
- Integrations with your website and tools
- Dashboards and reports
- UK GDPR consent setup, where needed
- Role-based training and guides
- Admin access and documentation, all yours
FIG 13 · Tech & tools
The tools behind the work
Proven, well-supported tools, chosen for your project and set up in accounts your business owns.
- HubSpot Smart CRM
- Sales Hub
- Marketing Hub
- Service Hub
- Content Hub
- Operations Hub
- Breeze AI
- HubSpot API
- Private apps
- UI extensions
- Serverless functions
- Webhooks
- Stripe
- Xero
- Shopify
- Next.js
- Node.js
- PostgreSQL
FIG 14 · Who it’s for
HubSpot setups for every stage.
From a first portal to a messy one that needs rescuing.
3 audiences
First CRM
Moving off spreadsheets and inboxes.
A clean first portal with the pipelines, properties and dashboards you need now, and room to grow.
- Starter or Professional scoped to your needs
- Data imported from spreadsheets
- Simple pipelines your team will use
- Training on day one
Switching
Moving to HubSpot from another CRM.
A planned migration from Salesforce, Zoho or Pipedrive, with history, owners and associations preserved.
- Field mapping signed off before migration
- Test load checked by your team
- Record counts reconciled
- Old and new systems run side by side if needed
Rescue
Fixing a portal nobody trusts.
Audit, clean-up and rebuild for portals with duplicate records, broken workflows and reports that don’t add up.
- Duplicate and data-quality clean-up
- Workflow audit and rebuild
- Reports leadership can trust
- Permissions tightened
FIG 15 · Working with us from the USA and UK
Built in New Delhi. Run on your hours.
Every project gets a point of contact in New York or London and an engineering team in New Delhi. Here is how today’s working days line up, live.
New York
North America
--:--ET
New Delhi team Your working day- Shared working time
- ≈ 3 hours today
- New Delhi is
- 10.5 h ahead
- Live calls, your time
- 9 a.m. to 12 p.m. ET
London
UK & Europe
--:--UK
New Delhi team Your working day- Shared working time
- ≈ 4.5 hours today
- New Delhi is
- 5.5 h ahead
- Live calls, your time
- 9 a.m. to 1:30 p.m. UK
Three ways to work together
- 01
Fixed-scope project
A written scope, one fixed price and a dated plan. Suits websites, apps and MVPs.
- 02
Dedicated team
Designers and engineers on your roadmap every month, billed monthly.
- 03
White label
For US and UK agencies: our work, your brand, unbranded deliverables.
Every engagement
- Fixed quote in USD, GBP or INR after a free 30-minute call
- NDA before discovery. You own all code, designs and content
- A working demo every sprint, not status slides
- Reply within one business day, calls inside your hours
Book a call
Calls on ET or UK hours
FIG 16 · Decide
HubSpot, Salesforce or a custom CRM?
HubSpot is the right answer for many teams, not all. Here is how the three options usually compare.
| HubSpot | Salesforce | Custom CRM | |
|---|---|---|---|
| Best for | Marketing and sales in one place, fast adoption | Complex sales processes and enterprise scale | Unusual processes no platform fits |
| Setup effort | Lower: strong defaults | Higher: more to configure | Highest: built from scratch |
| Customisation | Custom objects, apps and API | Very deep: Apex, Flow and Lightning | Unlimited |
| Licence model | Per-seat subscription by hub and tier | Per-user subscription by cloud and edition | No licence; you own the software |
| When not to choose it | When your process needs heavy custom logic | When a small team needs to move fast | When a platform already fits |
FIG 17 · Compare
HubSpot consultant or HubSpot partner agency: which do you need?
| Independent HubSpot consultants (Elgrith) | Solutions Partner agency | In-house HubSpot admin | |
|---|---|---|---|
| What it is | A team that sets up, migrates and engineers HubSpot for you | An agency in HubSpot’s Solutions Partner Program, which has tiers based on HubSpot’s own criteria | An employee who runs the portal day to day |
| Best for | Setups that need integrations, custom objects or data work | Buyers who want a partner listed in HubSpot’s directory | Large portals with constant change |
| Engineering depth | APIs, custom objects, apps and websites in the same team | Varies by agency | Depends on the hire |
| Licences | You buy HubSpot directly; we work in your portal | May resell licences | You buy directly |
| Partner tier | None claimed | Yes, by definition | Not applicable |
FAQ
Frequently asked questions
Straight answers about HubSpot Consulting with Elgrith.
A HubSpot consultant plans, sets up and improves your HubSpot portal: users and permissions, properties, pipelines, workflows, lead scoring, reports and integrations. A good one also migrates your data, trains your team and checks after launch that people use it. Elgrith adds engineering, such as custom objects, private apps and API integrations.
FIG 18 · Related
Keep exploring
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Custom agents, MCP servers and guardrails
Free 30-minute call
Get HubSpot set up right, once.
Tell us about your portal and your process. After a free call you get a written scope, a hub-by-hub checklist and a fixed quote.
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