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Gracjan Kasprzyk
Gracjan Kasprzyk, HubSpot consultant

HubSpot CRM Setup

A portal ready to use: users and permissions, connected email and calendars, tracking code and views for each team.

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  • phaseImplementation
  • engagementProject
  • productCRM

The problem this solves

You bought HubSpot months ago, but reps haven’t connected their email, so messages don’t get logged on customer records. The pipeline still has default stages, the whole team logs in with one account, and the portal reports amounts in the wrong currency.

How I work

I set up the portal from the ground up: account details, currency, domains and the tracking code on your website, users and teams with permissions, personal and shared inboxes, calendars and meeting links. On top of that come pipelines, key properties, filtered views and a record layout for each team.

Connecting email and adding DNS records usually needs your IT team. I prepare step-by-step instructions and stay on the call until everything connects. On an existing portal I fix wrong settings and fill gaps without deleting anything. At the end I train your team in 1.5-2 hour sessions, and you get a write-up of what I set up and why.

What you get

  • Account, currency, domain and tracking code settings
  • Users, teams and permissions
  • Connected inboxes, calendars and meeting links
  • Pipelines, key properties and views for each team
  • Data privacy settings for GDPR
  • A setup write-up explaining each setting

What people ask before a quote

What do you need from us to get started?

Admin access to the portal, someone from IT for DNS records and inboxes, and someone who can decide on pipelines and permissions. The most common blocker is email, when nobody at the company has an admin account for it.

Does the setup include a data import?

A simple import, such as a contact list from a spreadsheet, is part of the setup. Moving data from another CRM with deals and history is a separate service, with a test import and data cleanup.

How much does a CRM setup cost?

We’ll work it out on the call, once I know your team and your sales process. You pay for the HubSpot license separately, directly to HubSpot.

What usually goes with this service 3

CRM

HubSpot Smart CRM Data Model Setup

Objects, properties, associations, pipelines and permissions set up in your portal around how you sell and serve.

Learn more
CRM

CRM Data Migration to HubSpot

Contacts, companies, deals and history from your old CRM, moved after a test import, with the database cleaned up.

Learn more
CRM

HubSpot Lead Routing and Management

Every new lead goes to the right rep with a status and a follow-up date, and becomes a deal once qualified.

Learn more

Let’s check whether this service fits your situation

After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.

Gracjan Kasprzyk
Your call is with Gracjan Kasprzyk