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  5. HubSpot / Pipedrive Setup & Data Migration

HubSpot / Pipedrive Setup & Data Migration

HubSpot / Pipedrive Setup & Data Migration

Teams moving off spreadsheets or a messy legacy CRM who want a properly configured, clean HubSpot or Pipedrive their staff will actually use from day one.

What's included

  • Clean setup of your chosen CRM (HubSpot or Pipedrive) configured around how your team actually sells
  • Custom deal stages, pipelines, properties and required fields mapped to your real sales process
  • Migration of existing contacts, companies and deals from spreadsheets or your old CRM, de duplicated and tidied
  • Email inbox and calendar integration so logging and meeting booking happen automatically

Delivery: Typically 10 to 18 working days

WELCOME10, 10% off your first project · ends 30 September 2026
£1,450
£2,700 to £3,100Save ~50%

Typically 10 to 18 working days

Everything included: hosting, domain, security & updates

Around 50% below typical UK agency prices

£1,450
£2,700 to £3,100

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Web to CRM Lead Capture & Routing Pipeline
  • Branded lead capture forms built for your site (multi step or single page) with UK phone and postcode validation
  • Spam protection layer: Cloudflare Turnstile, honeypot field and keyword spam scoring on every submission
  • Direct push of every enquiry into your CRM (HubSpot, Pipedrive, Zoho or similar) with no manual re keying
£2,100 to £2,500£1,150

Typically 7 to 14 working days

Lightweight CRM & Lead System: StarterSave ~50%
Lightweight CRM & Lead System: Starter
  • Lead capture from your website forms and inbox into one pipeline
  • Visual pipeline with custom stages and drag to move
  • Contact records with full history, notes and next action reminders
£2,800 to £3,500£1,500

Typically 5 to 14 working days

Lead, deal and activity reporting dashboards set up for owners and managers
  • User accounts, permissions and team structure configured with sensible defaults
  • Saved views, filters and task reminders so nothing slips through the cracks
  • Live training session for your team plus a written quick start guide and 30 days of email support
    • CRM Lead Nurture & Follow Up AutomationSave ~50%
    CRM Lead Nurture & Follow Up Automation
    • Automated email and SMS follow up sequences built inside your existing CRM to chase new and dormant leads
    • Lead scoring rules that flag your hottest prospects so the team calls the right people first
    • Stage based triggers that move deals, assign tasks and send reminders automatically as a lead progresses
    £1,800 to £2,100£980

    Typically 7 to 15 working days

    Bespoke Sales Pipeline CRM BuildSave ~50%
    Bespoke Sales Pipeline CRM Build
    • Custom built CRM tailored to your workflow when off the shelf tools do not fit, with secure UK login
    • Drag and drop deal pipeline with the exact stages, fields and statuses your business uses
    • Contact, company and deal records with notes, files, tasks and full activity history
    £5,200 to £6,000£2,750

    Typically 18 to 30 working days