B2B services company
The challenge
The client tracked leads by hand and follow-ups depended on memory. They needed a central CRM to capture leads, automate follow-up and manage the sales pipeline.
What we did
- Set up HubSpot from scratch: properties, pipelines and deal stages
- Connected the website contact forms for automatic lead capture
- Built workflows for follow-up emails and task reminders
- Created dashboards for sales and marketing performance