A CRM That Works the Way Your Team Actually Sells

Custom properties, deal stages, lifecycle logic, and pipeline configurations designed around your revenue process, not HubSpot's defaults.

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29%

CRM increases sales by 29% when configured to match the team's actual sales process

Salesforce Research

CRM Configuration

Customize your HubSpot CRM with custom properties, deal stages, lifecycle stages, and pipeline configurations that reflect your unique sales process.

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What's Included

Everything you get with our CRM Configuration

Custom Property Schema

Full design and implementation of custom contact, company, and deal properties with validation rules and dropdown values

Pipeline & Stage Configuration

Custom deal pipelines with defined stages, entry criteria, required properties, and automated stage actions

Lifecycle Stage Setup

Lifecycle definitions, lead status values, and automation rules that move contacts through your funnel based on real engagement

Our CRM Configuration Process

Sales Process Mapping

We interview your sales and marketing teams to document your actual buyer journey, deal stages, qualification criteria, and data requirements. This map becomes the blueprint for your CRM configuration.

Architecture Design

We design your custom property schema, pipeline stages, lifecycle definitions, and association structures. You review and approve the architecture before we build anything, ensuring alignment with your team's workflow.

Configuration Build

We implement the approved architecture in your HubSpot portal: creating properties, configuring pipelines, setting up lifecycle automation, and establishing default views and filters for each team role.

Testing & Validation

We run test records through every pipeline and lifecycle path, verify that properties capture data correctly, and confirm that views and filters surface the right information for each team member before going live.

Key Benefits

Tailored CRM structure

Every custom property, dropdown value, and required field is designed to capture the specific data your team needs for decision-making. No bloated forms with irrelevant fields. No missing data points that force reps to track information outside the CRM.

Custom deal pipelines

Your pipeline stages reflect your actual sales process with clear entry and exit criteria. Reps know exactly what needs to happen at each stage, managers can identify bottlenecks instantly, and leadership gets forecast data they can trust.

Organized contact data

Lifecycle stages, lead statuses, and contact properties work together as a coherent system. Marketing knows when a lead is sales-ready, sales knows where every contact came from, and reporting accurately reflects your full funnel from first touch to closed deal.

Research & Evidence

Backed by industry research and proven results

CRM Sales Impact Study

Properly configured CRM improves forecast accuracy by 42%

Salesforce Research (2023)

CRM Adoption and ROI

CRM returns $8.71 for every dollar spent when adoption is high

Nucleus Research (2021)

Frequently Asked Questions

What is CRM configuration and why does it matter?

CRM configuration is the process of customizing your HubSpot properties, pipelines, lifecycle stages, and data structure to match your business. Default HubSpot settings are generic and rarely fit any specific sales process well. Proper configuration means your team captures the right data, deals move through stages that reflect reality, and your reporting actually tells you what is happening in your pipeline.

Can you reconfigure an existing HubSpot CRM without losing our data?

Yes. We regularly reconfigure existing HubSpot portals while preserving all historical data. We map your existing properties to the new structure, migrate data carefully, and handle the transition in phases to avoid disruption. Your team continues working in HubSpot throughout the process.

How do you decide what custom properties we need?

We start by understanding what decisions your team needs to make and what data supports those decisions. Every property we create serves a specific purpose: it either helps reps sell more effectively, helps managers coach their team, or helps leadership forecast accurately. We do not create properties just to collect data. If a field does not drive action, it does not belong in your CRM.

Will our team need training after CRM reconfiguration?

We include a training session as part of every CRM configuration engagement. We walk your team through the new properties, pipeline stages, and views so they understand the logic behind the changes and how to use the system effectively. We also provide documentation your team can reference going forward.

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Configure Your CRM for Revenue Growth

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