The process lives outside the CRM
Staff maintain side spreadsheets and reminders because the system does not reflect how the work actually happens.
Custom HubSpot solutions by SmartOps
A clearer customer journey.
Built in HubSpot.
Bring structure to the way you attract, follow up with, and serve customers. SmartOps helps configure HubSpot around your pipeline, handoffs, reporting needs, and the capabilities of your subscription.
For businesses building, improving, or connecting their HubSpot environment
JL
Jordan LeeMaple Dental · LeadLeadQualifiedCustomer
Welcome sequence
✓ Email 1 sent
✓ Email 2 opened
○ Book a call
Leads by source
Website
Referral
Events
Email
01 / The problem
You invested in the platform.
Make it useful to the team.
Handoffs depend on memory
Someone needs to assign the next task, update the next record, or tell the next team. Manual coordination makes consistency harder.
Reports don’t answer the real questions
Data is available, but the fields, stages, and reporting definitions do not line up with the decisions your business needs to make.
02 / Meet HubSpot Solutions
Your requirements.
A purposeful HubSpot solution.
SmartOps works with you to organize contacts, companies, deals, and customer handoffs in HubSpot. We scope the configuration around your customer journey and the functionality your subscription supports.
Start with the business problem, agree what a successful outcome looks like, and build only the capabilities that belong in the project. Integrations, migration, training, and ongoing support are discussed as part of the scope.
From business need to working system
01
Understand the process
02
Design the solution
03
Build & validate
04
Handover & improve
Built around the way your business works.
03 / Features
Purposeful tools.
Practical details.
Explore how HubSpot Solutions supports the work behind the outcome.
01
CRM & pipeline setup
Organize contacts, companies, deals, properties, and stages around the customer journey.
02
Follow-up workflows
Scope task creation, notifications, and handoffs using the automation available in your plan.
03
Lead capture & forms
Connect enquiry collection with the records and follow-up process your team needs.
04
Customer journey design
Define what should happen from a new lead through qualification and customer handover.
05
Reporting & dashboards
Choose practical measures and organize views around the business questions you need answered.
06
Connections & handover
Scope integrations, data preparation, and training so the setup fits the wider way you work.
04 / What it means for you
A platform that supports
the people using it.
Less work around the system
Bring agreed steps into the platform so people have fewer reasons to maintain parallel processes.
More consistent handoffs
Make the next action, owner, and record context clearer across teams.
More useful business information
Define the data and reports around practical questions instead of collecting fields without a purpose.
Make value measurable
Define value before building.
Start with a specific workflow: how often it runs, how much effort it takes, and what a failed handoff costs the business. Compare the expected improvement with implementation, platform licensing, and ongoing support costs.
Project value depends on scope and adoption. We do not promise a fixed return or savings percentage.
05 / How it works
A clear brief.
A solution you can evaluate.
- 01
Discover
Review the current process, pain points, users, systems, and platform subscription.
- 02
Scope
Agree the deliverables, constraints, responsibilities, acceptance criteria, and project quote.
- 03
Build and validate
Configure or develop the agreed solution, then test realistic business scenarios.
- 04
Handover
Review the outcome with your team and complete the agreed documentation or training.
06 / A clear starting point
Make room for
your next chapter.
Pricing depends on scope, complexity, development, and integrations. HubSpot subscriptions, third-party costs, and ongoing support are scoped separately.
SmartOps HubSpot Solutions
Custom quoteBased on your projectView pricing & options ↗Talk through the fit07 / Your questions, answered
Details worth
knowing.
Choosing the right fit starts with clear answers.
Ask us something else ↗01What types of HubSpot work can SmartOps help with?
We can discuss CRM setup, configuration, workflows, reporting, and integrations. Availability depends on the HubSpot products and subscription your business uses.
02Can you improve an existing setup?
Yes. We can review the current process and discuss a focused improvement project rather than assume the whole system needs to be rebuilt.
03How do you price a project?
We first understand the requirements, complexity, existing configuration, and external dependencies. The quote is based on an agreed scope rather than a fixed monthly product price.
04Are platform licences included?
No platform subscription is implied by the SmartOps project quote. Platform licences and third-party services are identified separately.
05Can you connect other systems?
Integrations can be assessed as part of the scope. Feasibility depends on the systems, APIs, access, data requirements, and relevant subscription limits.
06Do you provide training and support?
Training, handover documentation, and ongoing support can be discussed and included in the agreed scope. They are not assumed to be unlimited.
07Is SmartOps the platform vendor?
No. SmartOps provides implementation and solution services. Salesforce and HubSpot are separate platforms with their own subscriptions and terms.
SmartOps HubSpot Solutions
Bring your process
into a system that fits.
Tell us about your business. Let’s find the right next step.
Start a conversation ↗