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Hubspot CRM & Sales Hub

Streamline the
sales process with
HubSpot CRM & Sales Hub

HubSpot is a powerful, all-in-one CRM that helps you align the efforts of your sales, marketing and customer service teams to make sure everyone is working from the same rulebook. And the HubSpot experts at Avidly are here to help you get set up.


We've helped with 1200 HubSpot portals. So we know what we are talking about.

We can help you solve the challenges you have with HubSpot. We've probably done it before.

Having helped hundreds of clients implement HubSpot or take their use of the platform to the next level, we have gained invaluable experience that you can benefit from our collaboration.

HubSpot Implementations

HubSpot Onboarding

CRM Admin & Maintenance

System Architecture & Tech Strategy

Integrations & Migrations

HubSpot Implementations

Before we started implementing HubSpot for our clients, we used it for ourselves, spending hours delving into every nook and corner. We experimented, explored, discovered, failed and succeeded. 

And by working on over 1,200 HubSpot portals for clients, we've picked up a lot of learnings over the years.



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HubSpot Onboarding

If you’re looking to use HubSpot but don’t know where to begin, we offer full onboarding services. We’ll help set up HubSpot and train you on all the impressive features that HubSpot offers. 

Importing contact data. Setting up your Sales Hub. Integrating social media. Workflows, CTAs, conversation inboxes and chatbots. We’ll take you through each of these, revealing the most effective strategies and useful tips you can use going forward.


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CRM Admin & Maintenance

If you're looking for ongoing support with your HubSpot CRM, our team is especially skilled at making sure you're always working with an optimised platform.

Besides having the experience of working in over 1,200 portals, we're also a fully accredited HubSpot Partner with team members working out of eight studios.

As a company, we have 300+ specialists available to make sure you've always got the support you need.


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System Architecture & Tech Strategy

If you were paying to expand your family home before the arrival of a baby, you wouldn't choose (and pay a considerable amount) to build an extension which left the nursery disconnected from the rest of the family.

But businesses make this mistake when layering software after software into their tech stack.

Proper system architecture and a thorough tech strategy ensure you have a connected, transparent and single-truth organisation.

With HubSpot at the centre.


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Streamline the way you work with a HubSpot integration.

Together with the Connect Partners, HubSpot offers standard integrations to hundreds of applications that businesses use. Avidly helps our clients use these integrations most effectively




This is the moment you can do something with your data.

Moving from one system to another can be a huge headache. With our HubSpot migration services, we can make this a smooth journey so you don't lose valuable data.

And we have a fully tried and tested process.


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Implementation of HubSpot CRM & Sales Hub

To be successful, the CRM must support the sales processes and meet both the salesperson's and the sales manager's needs.

When you choose to team up with the HubSpot experts here at Avidly, we’ll work closely with you to determine your goals, develop an understanding of your customers, create a strategy that works, and get your HubSpot CRM set up and tailored to support your processes. 

This way, you’ll be able to make the most of HubSpot’s forecasting and analysis tools and detailed reporting dashboards, while minimizing bottlenecks and promoting collaboration across teams, so your business can reach its fullest potential.



Our process for CRM & Sales Hub 



We always start by drawing up a detailed project plan and setting a timeline. Once that is done, we start the project with a kick-off.



We conduct user surveys and hold workshops to ensure good sales processes. We configure the CRM, which is later approved by you.



In the final step, we ensure an approved implementation of the CRM followed by training sessions with your team and support for the rollout. 

Training and education in HubSpot CRM & Sales Hub

For users

In-depth and interactive training with your sales team where we look at key features and functions of HubSpot as well as the customized processes we identified during the mapping phase.

  • How to create and update records in the CRM
  • How to use your sales pipeline
  • Handling new leads
  • Logging sales activities through the Outlook/Gmail integration
  • Sales efficacy tools
  • Using the HubSpot phone app



For super users

In-depth and interactive training with your sales team where we look at key features and functions of HubSpot as well as the customized processes we identified during the mapping phase. Interactive training for advanced users in managing the HubSpot portal, including:

  • HubSpot's admin tool
  • Workflows and triggers
  • Properties and user views
  • Onboarding and offboarding of users
  • Import and export of data

For Sales Managers

Interactive training for sales managers on how to use HubSpot to:

  • Reports and dashboards
  • Tracking and overview of sales activities and usage
  • Onboarding and offboarding of users
  • Roles and teams
  • Customer-specific processes
Revival Beds

How we modernised the entire sales process of Revival Beds using HubSpot

With the installation of HubSpot, Revival Beds was enhancing its marketing efforts. In order to handle the inevitable increase in leads, the whole sales side was being fully digitised and modernised too. The solution was to fully utilise the Sales Hub in order to get the most benefit out of using HubSpot Marketing.

B&B Press

Enabling B&B Press to sell better has grown their revenue from £3.8m to £5m

By using the CRM and reporting tools, we created visibility and easy-to-reach data for the B&B Press sales team. This helped the team see precisely where leads were at in the Buyer’s Journey so they knew when the time was right to try and close the deal.

Global Partner of the Year_2

Global Partner of the Year - 5 years in a row

Out of the thousands of HubSpot agencies out there, we were officially named HubSpot Global Partner of the Year in 2019, 2020, 2021, 2022 and 2023.


Proven Elite HubSpot Partner

Avidly is one of only a few Elite HubSpot Agencies. This means HubSpot recognise us for our understanding of the platform and our ability to implement the best solutions for our customers.


HubSpot's Partner Directory

It's easy for us and HubSpot to say we're good at what we do, but it's important that you hear that from companies like yours too who are using our services to help them grow. You can see reviews from over 200 customers about their experiences in the HubSpot's Partner Directory.

This is what one of our customers says about us:

“Under the old system I knew we’d had say 400 leads, but I didn’t know anything else. But, with HubSpot, me and the team can now see how many brochures have been requested, how many product samples, which products people are interested in and more.”

Adrian Leary, Marketing Manager, Revival Beds

Want to take the next step with the CRM that does it all?

Level up your selling power with HubSpot’s Smart CRM and industry-leading Sales Hub. Book a chat at a time that suits you...


HubSpot ROI Calculator


FAQs for the HubSpot ROI Calculator


How does HubSpot obtain the customer data used in the ROI calculator?

HubSpot collects data as customers interact with them via their websites or use HubSpot’s subscription services. What they collect, how they use the information they collect, how they share that information, and how customers can manage their information are all described in their Privacy Policy.

What types of customer data are used in the ROI calculator?

The data utilized in the ROI calculator falls into two categories:

HubSpot collects Personal Data from customers when they submit web forms or interact with our websites, for example subscribing to a HubSpot blog, signing up for a webinar, or requesting customer support. HubSpot also collects Personal Data when customers sign-up for a HubSpot account, create or modify user information, set preferences, or provide any other related information to access or utilize our Subscription Service. 

Usage data includes metrics and information regarding customers’ use and interaction with the Subscription Service such as what product features they use the most, when an object (like a ticket) is created and closed, and how often certain features (like workflows) are triggered in their account.

To ensure HubSpot maintains the privacy of their customers’ data, they use anonymization to remove or modify personally identifiable information, so that data cannot be associated with any one individual. HubSpot employs three standard anonymization techniques to customer outcomes data: attribute suppression, generalization and aggregation.

Which HubSpot customers are included in the data used in the ROI calculator?

The data used in this calculator is based on aggregated data from HubSpot customers globally who owned Marketing or Sales Hub Professional or Enterprise for at least 12 months between January 2019 and April 2022. 

In order to be included, the sample for each metric Marketing Hub customers also met the following criteria:

  • Website traffic - must have installed the HubSpot tracking code on website.
  • Marketing leads - must have activated the forms feature.
  • Website conversion rate - must have installed the HubSpot tracking code on website and activated the forms feature.

Sample sizes for each region and industry cohort and metric vary.  But, in order to ensure data privacy and accuracy, HubSpot does not share aggregated data from customer cohorts with sample sizes that do not reach their established cohort size threshold. In these cases, they default to the use of the global value for that metric.

How is the average improvement for each metric determined?

The average improvement for each metric reflects customer performance 12 months post-purchase compared to the average set in the first month after purchasing Marketing Hub or Sales Hub.

The exception is web-conversion rate in which customer performance 12 months post-purchase is compared to the average set in the first three months post-purchase.

HubSpot believes it is critically important to ensure the average improvement values used in this calculator reflect the experience of HubSpot’s customers as accurately as possible. Therefore, before analyzing customer’s data, they screen the data to check for errors, missing data and data distribution. They also employ statistical techniques to identify outliers and clean data so that unusual values do not distort monthly averages. In the case of highly skewed distributions, they use the median value as opposed to the mean because medians are found to be the best measure of central tendency in the case of skewed data.

What does HubSpot (or the partner) do with the data I enter in the calculator?

If cookies are enabled, HubSpot locally stores your selected:

  • Industry
  • Currency
  • Region

These items are cleared whenever you clear your cookies, and are scoped to the current browser being used (e.g., you can’t pick up in Safari where you left off in Chrome).  These properties are not being used to identify you in any way. HubSpot only uses these fields to provide you results based on data that best aligns to you (i.e., your industry or region) and presented in your currency. Everything else you enter into the calculator is saved in-memory while you are interacting with the app. Any data not listed above is cleared as soon as you close your tab/browser window. For more information on how HubSpot uses cookies, please refer to their Cookie Policy.

Avidly's privacy policy can be found here.

Am I guaranteed to see the results I obtain from this calculator?

The data used in this calculator is based on aggregated data from many thousands of HubSpot customers globally.

Please keep in mind that results for individual businesses, including your own as well as HubSpot’s, may differ based on their own markets, customer base, industry, geography, stage, and/or other factors. Therefore, we (and HubSpot) cannot guarantee you will see the exact results you obtain from the ROI Calculator if you purchase Marketing Hub or Sales Hub.