CRM Implementation

We tailor each onboarding to your specific business goals and challenges. Our comprehensive approach includes:

• Initial consultation to understand your objectives and align on project scope
• HubSpot setup and CRM customisation to match your business processes
• Bespoke team training and onboarding sessions
• Workflow and automation build-out to maximise efficiency
• Data migration from your existing systems
• Integration with your essential business tools
• Post-launch support and ongoing optimisation

We simplify the learning curve, ensuring your team quickly adopts and benefits from HubSpot's full capabilities. As Amy McPartlan, Chief Operating Officer at Digital Learning Institute describes: "They guided us through how to back out of some previous CRM mistakes and how to adopt native HubSpot functionality to maximise our CRM usage... Our CRM just sings now, exactly how we wanted it."

Most implementations for Professional or Enterprise hubs take between 8–12 weeks, depending on complexity. You'll receive a clear implementation schedule during your initial consultation, with defined milestones and deliverables. For simpler projects or those with urgent deadlines, we can often work to accelerated timelines.

Yes. We provide hands-on, role-based virtual training tailored to your team's specific needs. Our training covers CRM management, automation, reporting, and all aspects of your HubSpot implementation. Our aim is to build long-term capability within your organisation, ensuring you can maximise your HubSpot investment independently.

As Tom Welland from BB7 notes: "The team have been extremely useful in helping us get to grips with HubSpot. They have always been responsive and provide detailed answers."

We successfully partner with organisations of all sizes—from small teams to global enterprises. Our flexible approach means we can scale our services to match your requirements, providing the same level of expertise whether you're a growing startup or an established multinational.

We work across multiple sectors, having implemented HubSpot for over 100 clients across diverse industries. Some of our key sectors include:

• Education – e.g. University of Wales Trinity Saint David, WaterBear Music College, Digital Learning Institute
• Financial Services – e.g. Capital on Tap, Nasa Group, Eton VS
• Construction & Property – e.g. JMAC Group, BB7
• Marketing Services – e.g. 75Media, 26, Dialect Inc., Kujenga
• Energy & Utilities – e.g. Montel Group, BP, Inspiratia, SMS PLC
• Retail & E-commerce – e.g. BPI Auctions, Carolina Bucci
• Entertainment & Media – e.g. Vanity Studios, RD Content, Stacker
• Technology & Telecoms – e.g. Linc Group, Frontline
• Professional Services – e.g. HLK (Legal), Rubica (Consulting)

Each implementation is tailored to fit your industry-specific processes and data needs, leveraging our extensive cross-sector experience.

Yes. Every implementation we deliver is designed not only for human usability, but also for AI interoperability.

We structure your CRM to support:

• Smart segmentation and well-labelled data objects
• Consistent property naming across deals, contacts, companies, and tickets
• Workflow logic that’s transparent, adaptable, and future-ready
• Structured language that helps AI understand intent, priority, and context

Whether you’re adopting HubSpot’s CoPilot now or preparing for more advanced AI integrations later, we build with cognitive clarity in mind—so your CRM is ready to think with you.

In short: we don’t just implement HubSpot. We implement a version of HubSpot that AI can work with.

Yes. We've successfully completed CRM migrations from numerous platforms, including:

• Microsoft Dynamics
• Salesforce
• Pipedrive
• Zoho
• Mailchimp
• ActiveCampaign
• Pardot
• Intercom
• Sugar CRM
• Insightly
• Zendesk
• And many more

We can also migrate from custom databases, spreadsheets, and virtually any other data source. Our proven migration methodology ensures data integrity, rebuilds workflows where needed, and streamlines the transition to minimise disruption to your business.

As Stacker's CRM Coordinator Elizabeth Gilwit confirms: "They helped us migrate over to HubSpot from our previous CRM, implementing a structure based on what we needed while recommending best practices."

Yes. We've delivered native and custom integrations with numerous platforms, including:

• Financial systems – Stripe, Xero, QuickBooks
• Learning platforms – Thinkific LMS
• Event management – GoToWebinar, Eventbrite, Zoom
• E-commerce – Woocommerce, Magento
• CRMs and ERPs – Zoho CRM, Microsoft Dynamics, Orderwise
• Productivity tools – SharePoint, Microsoft 365
• Data enrichment – Zoominfo
• Communications – Aircall, 3CX VoIP
• Business intelligence – Power BI

Thanks to HubSpot's open API and our technical expertise, we can integrate with virtually any platform your business relies on. We've also developed custom solutions for unique business requirements, as Digital Learning Institute experienced: "We enabled automated enrolment for invoiced customers... all completed within 3 minutes of purchase. It's incredible."

We operate on an hourly rate model and scope each project in advance to provide transparency. We tailor our approach to match your requirements and budget:

• Smaller projects typically start at 40 hours
• Standard implementations usually require 80-160 hours
• Larger, more complex implementations with multiple hubs and integrations can require 240+ hours

We'll provide a clear, detailed estimate based on your specific needs and objectives, with no hidden costs or surprises.

Yes. We're committed to your long-term success with HubSpot. Whether you need occasional advice or a structured support plan, we can create a flexible hourly package based on your requirements. You can call on these hours as needed—whether for troubleshooting, optimisation, or training for new team members.

Yes. We proudly hold several official HubSpot accreditations, which are rigorously assessed and awarded only to partners who consistently deliver exceptional results:

• HubSpot Onboarding Accreditation
• HubSpot CRM Implementation Accreditation
• HubSpot Data Migration Accreditation
• HubSpot Custom Integration Accreditation

These accreditations are particularly prized as HubSpot employs a rigorous evaluation process to ensure the highest quality standards. In addition to these specialised accreditations, our team holds numerous HubSpot certifications across all hubs and specialities.

We are also a HubSpot Diamond Solutions Partner, with extensive experience implementing HubSpot across diverse industries and business requirements.

As Toby Nelson, Director of Customer Success at Rota, shares: "Our business made the decision to centralise all of our CRM needs via HubSpot. This meant moving away from multiple systems which we expected to be a difficult project. However, PYB took all of that stress away, leading us through each part of the process superbly, ensuring our whole team was comfortable with the change. Outstanding support."

Yes. We are certified to both ISO 9001 (quality management) and ISO 27001 (information security management) standards—reflecting our commitment to excellence and data protection. These certifications ensure we follow best practices in project management and maintain the highest standards of information security when handling your data.