Sales Hub, built around how your team actually sells.
A pipeline that mirrors your real sales motion, forecasts leadership can trust, and reps who log activity without extra typing.

The actual product
See it in HubSpot.

Sales Workspace
Everything in one place
Deals, tasks, meetings and next steps - the daily home screen for your team.

Pipeline
A pipeline reps update
Stages that mirror how you really sell.

Breeze AI
Prospecting Agent
Configured on your ICP and your CRM context.
How we run a Sales Hub engagement
Discovery to Scope to Build to Stay.
Discovery
How you sell today
We walk your real sales motion: where deals come from, the steps each one goes through, and what has to be true to move forward. That becomes the configuration spec.
Scope
Scope of work
Concrete scope, deliverables and timeline. You know what it covers before we start.
Build
Pipeline, properties, automation
Deal pipeline, deal and contact properties, activity and email tracking, first automation layer, forecast and pipeline dashboards. Weekly checkpoints, full Slack access.
Stay
Training + 30 days
A working session for the reps who live in the tool, admin handover, and 30 days of post-launch support. Optional retainer for ongoing care.
Sample deliverables
Examples of what a Sales Hub build includes.
Stages that mean something
- - Deal stages mapped to your motion
- - Exit criteria per stage
- - Required properties per stage
- - Multi-pipeline where you need it
- - Rotting / aging rules
- - Won / lost reason capture
Properties reps use
- - Deal + contact property set
- - Dependent / conditional fields
- - Required-field enforcement
- - Association labels
- - Property hygiene automation
- - Clean, useful records from day one
Logging without typing
- - Email + meeting tracking
- - Sequences (Pro)
- - Task queues + reminders
- - Call logging + snippets
- - Follow-up automation
- - Documents + templates
Prospecting Agent
- - Agent trained on your ICP + CRM
- - Target accounts + intent signals
- - Sequence assist, not spray
- - Honest guardrail: context first
- - Breeze Intelligence enrichment
- - Lead scoring (fit + engagement)
Numbers leadership trusts
- - Forecast dashboard
- - Pipeline value + coverage
- - Deals by stage
- - Win rate + sales velocity
- - Rep activity + performance
- - Executive summary view
The right rep, every time
- - Territory / account segmentation
- - Round-robin + ownership rules
- - Lead-to-rep routing
- - Marketing-to-sales handoff
- - SLA + notification workflows
- - Queue + assignment logic
Mid-page check
Not sure yourpipelinereflects how you really sell?
A directional read - what a Sales Hub build would cover for your team.
30 min, no deck
Want a second opinion on your setup?
Tell us what you are dealing with. We come back the same day with whether it is a quick fix or a project, and what we would do first.
I reply the same day.
Common questions
What buyers ask about Sales Hub.
Which Sales Hub tier do we need?+
The foundation runs on any paid tier; sequences, advanced automation and deeper forecasting live in Professional and Enterprise. We map it in discovery and set things up so an upgrade is a switch-on, not a rebuild - right-sizing matters more than buying the biggest plan.
We already have a CRM full of deals. Can you keep them?+
Yes. A clean, structured import of your open deals and contacts is part of the build, so the team starts with a live pipeline. A full migration from another CRM with history, activities and custom objects is its own service line - see CRM migrations.
Does the Breeze Prospecting Agent actually work?+
It works when it has context. Without real history in the CRM it generates generic outreach with no signal from the contact. So we sequence it right: migrate the context first, then the agent has something to work with. We will not sell you an agent that writes into a vacuum.
How is this different from your CRM / Smart CRM work?+
Smart CRM is the foundation - data model, objects, properties, the layer every Hub sits on. Sales Hub is the selling layer on top: pipeline, forecasting, prospecting, rep productivity. Most teams do the CRM foundation first, then Sales Hub - often in the same engagement.
How long does it take?+
A clean Sales Hub setup moves fast. Multiple pipelines, a migration, and custom integrations stretch it. We commit to a date in the scope doc and hit it - usually it is data quality, not our pace, that moves the timeline.
Sales Hub modules
Buy the whole build, or a single module.
Sales Hub
Sales Hub Setup
Sales Hub Setup is an engagement that gets HubSpot Sales Hub running for a B2B sales team: a deal pipeline with stages ...
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Sales Process & Pipeline Implementation
Sales Process & Pipeline Implementation is a Sales Hub engagement that builds your deal management machinery: pipeline ...
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Sales Productivity Tools & Enablement Implementation
Sales Productivity Tools & Enablement Implementation is a Sales Hub engagement that puts HubSpot's selling tools into ...
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Prospecting Agent Configuration & Deployment
Prospecting Agent Configuration & Deployment is a Sales Hub engagement that puts HubSpot's Breeze Prospecting Agent to ...
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Sales Reporting & Forecasting Implementation
Sales Reporting & Forecasting Implementation is a Sales Hub engagement that builds the numbers a sales organization ...
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Territory & Account Segmentation Implementation
Territory & Account Segmentation Implementation is a Sales Hub engagement that encodes who owns what into HubSpot: ...
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Often paired with Sales Hub.
Three fields · Honest answer
Let's scope your Sales Hub.
Send us a message and we'll come back to you.