Solution
HubSpot CRM Optimization means transforming your portal into a powerful growth engine. We tailor every aspect of your CRM to match your process, team structure, and business goals — so you get more clarity, more speed, and more sales.
Customized CRM Setup
We align your contact, company, and deal properties with your actual sales process to ensure clean data and efficient workflows.
Automated Workflows & Task Management
Reduce manual work and improve consistency by automating follow-ups, lead assignments, pipeline progressions, and task creation.
Improved Deal Pipelines
Your pipelines are cleaned, stage definitions are clarified, and automation is added to make deal tracking faster and more reliable.
Advanced Reporting & Dashboards
You’ll get dashboards that track what matters — revenue, pipeline velocity, team productivity — all in real-time.
Sales & Marketing Alignment
We bridge the gap between teams by defining lifecycle stages, lead statuses, and clear handoff processes that drive consistent conversion.
User Training & Adoption Support
We make sure your team actually uses the CRM with easy-to-follow training, saved views, custom filters, and ongoing admin help.
Testimonials
FitMarketing is great partner to set up and maintain a robust and scalable HubSpot infrastructure
I've had the pleasure of collaborating with Erik from FitMarketing in my role as VP of Marketing at two different high-growth B2B technology companies. At both companies, we adopted a data-driven sales strategy, requiring a CRM capable of robust data processing and maintaining clean data. I have been very satisfied with Erik's work and have sought his expertise on multiple occasions. There are many HubSpot consultants capable of performing basic CRM tasks; however, Erik distinguishes himself through his profound expertise from over 10 years working as HubSpot expert. He possesses the ability to develop systems that not only scale effectively but also ensure the cleanliness of data and reports for the company, while simultaneously minimizing administrative tasks for the sales team.
Christoph Brenner
Head of Marketing, Jua.ai/ Avrios
What You Get with Our HubSpot CRM Optimization Service
We tailor every engagement to your CRM structure, team needs, and business goals — from foundational cleanup to advanced automation.
CRM Audit & Health Check
We begin by reviewing your current setup, identifying gaps, inefficiencies, and missed opportunities.
Custom Property Setup & Cleanup
We restructure your contact, company, and deal properties to reflect your real processes and eliminate clutter.
Pipeline Optimization
We simplify, streamline, and automate your deal pipelines for faster sales and better visibility.
Workflow Automation Buildout
From lead rotation to post-sale follow-ups, we automate key processes to boost team efficiency and lead management.
Segmentation & List Strategy
We improve contact segmentation for better email targeting, personalization, and lifecycle tracking.
Dashboards & Reporting Setup
We build role-based dashboards so leadership, marketing, and sales each see what matters to them most.
User Enablement & Training
We guide your team on how to use the CRM efficiently through tailored training sessions, playbooks, and recorded walkthroughs.
Ongoing Support & Optimization (Optional)
Choose to keep us on retainer for continued support, updates, and strategic improvements as your business evolves.
