HubSpot Implementation Success Stories in Construction

Construction Case Studies

Construction businesses balance project pipelines and trade relationships

Construction, fire safety, kitchens and renovation businesses run multi-stakeholder projects with long sales cycles.
Clients include BB7 (fire risk specialists), JMAC Group, Spotnails, Oakwrights.
Often arriving from failed integrations with previous suppliers, looking for clarity and reliable execution.

ERP integration, CRM rebuild, team-led configuration

Complex ERP integration alongside HubSpot CRM and website rebuild — JMAC Group, Spotnails.
CRM implementation that empowers the existing team to take ownership rather than depending on the partner (BB7).
Detailed troubleshooting that explains the fix, not just executes it — knowledge transfer built in.

Highly responsive, professional, credible

BB7 noted PYB explains issues, not just fixes them — empowering the team to take more ownership.
Energy and can-do attitude that drives delivery (JMAC, Spotnails).
Partnerships that last beyond the initial CRM implementation — into website, API, and ERP integration.

Name JMAC Group
INDUSTRY Construction
size 100 people
location UK

Awesome

I found Martin and the team at PYB via the HubSpot partners link, this was following a search for help from a failed intergration from another supplier. PYB have been fantastic , great energy and a can do attitude regarding getting stuff done , There is a genuine want to improve the service and data my team heavily really on in making decisions to impact on sales and stay in contact with our customers PYB are now working on a complex integration with our ERP system , this is a challenging task however thus far all is well and im confident and excited t see the outcome.

Luis McCarthy

Managing Director

Name BB7
industry Construction
size 200 people
location UK

5* Support

Martin and Elisa have been great support to us on our journey of implementing a CRM system within our organisation. I could not have asked for better for better consultants to help us along our journey! I really recommend them to anyone looking to get started with CRM.

Rebecca Bower

Marketing Manager

Read Case Study

Name Horizon Platforms
industry Construction
size 60 people
location UK

Fantastic service from start to finish, would highly recommend Plus Your Business...!!!

Martin and Elisa have been fantastic to work with right from the outset and have certainly delivered exactly what we wanted. Martin really took the time to understand what we wanted to achieve with the implementation, asking the right questions but very much having our needs at the front of mind. We have had regular meetings in place for updates and to discuss any potential challenges, so that we can overcome these and continue implementing at pace, which was great. We were working to a tight deadline, which Martin and Elisa were fully aware of, so can't fault the effort they have put in to help us achieve this. Plus Your Business have now been recommended to our Operations Team, who are considering Service Hub and any implementation will be discussed with Martin and Elisa. Fantastic team and a pleasure to work with. Thank you.

Tom Matthews

Sales Director

Name Spotnails
industry Construction
size 50 people
location UK

Exceptional all round experience

PYB were recommended to us and they have certainly lived up to the reputation. Fast, knowledgeable and supportive through our HubSpot implementation, website build and now our API links to our new ERP. The team bring energy and I highly recommend their services.

Alistair Watts

Financial Director

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Construction HubSpot FAQs

Construction businesses work in long project cycles, with subcontractors, partners and compliance demands running alongside the sale. The pipeline has to reflect projects, not single transactions. These answers cover how Plus Your Business configures HubSpot for construction specifically.

Can HubSpot track long construction project cycles rather than one-off sales?

Yes. We build the pipeline around project stages, from first enquiry through tender to handover. Each phase sits on the record. The pipeline shows the real position of long jobs, so forecasting runs on projects rather than guesswork.

Can HubSpot map subcontractors, partners and project stakeholders?

Yes. We model companies, contacts and their roles against each project. Main contractors, subcontractors and consultants link to the same job. Everyone involved is visible on the record rather than scattered across inboxes.

How does HubSpot handle enquiries and tenders from multiple sources?

Enquiries from the website, phone and referrals land in one place. Automated tasks prompt the right follow-up. No tender invitation sits unanswered because it arrived through a different channel.

Can HubSpot integrate with a construction ERP or finance system?

Yes. We are integrating JMAC Group's HubSpot with its Cin7 ERP so commercial and operational data stay aligned. We connect HubSpot to finance and project systems through APIs and Operations Hub. The team works from one record instead of rekeying between platforms.

"PYB are now working on a complex integration with our ERP system, this is a challenging task however thus far all is well."

- Luis McCarthy, Managing Director, JMAC Group.

Can HubSpot run CPD events, training and registrations?

Yes. For BB7 we built the Learning Lounge so visitors see sessions and speakers and sign up online. Registrations and webinar links connect to HubSpot, and signed proposals feed straight into the CRM as deals. Any team member can manage a session, not just marketing.

"They have always been responsive and provide detailed answers... This empowers our team to take more ownership."

- Tom Welland, Fire Risk Specialist, BB7.

Can PYB migrate a construction firm from another CRM?

Yes. Oakwrights moved from Microsoft Dynamics 365 to HubSpot with its data and associations intact. We map records and history before the switch. Project context survives the move rather than starting from a blank system.

We are new to CRM. Can you get a construction team running?

Yes. We have taken construction teams from no CRM to working effectively, with training and short how-to videos they keep using. The build matches how the team already works. You are not left to work it out alone after launch.

"Martin and Elisa have been great support to us on our journey of implementing a CRM system within our organisation."

- Rebecca Bower, Marketing Manager, BB7.

How is construction project and client data kept secure?

HubSpot holds SOC 2 Type II and ISO 27001. Plus Your Business is independently certified to ISO 27001, ISO 9001 and ISO 42001. We configure permissions so records stay visible only to the right teams. This matters when contractors pre-qualify for framework agreements and buyers ask how data is handled.

How long does a construction implementation take?

Most projects reach initial functionality in four to six weeks. We prioritise the project pipeline so commercial operations work first. ERP and finance integrations extend the full build, which we deliver in phases.

What HubSpot products does a construction business typically need?

Sales Hub for the project pipeline. Marketing Hub for enquiry capture and events. Operations Hub for integration and data quality. Custom Objects model projects, sites and partner relationships. We confirm tiers during scoping.