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A typical consultancy implementation runs ten to fourteen weeks. Weeks one to four cover data migration and custom-object architecture for clients, buildings, projects, fire-strategy records, and framework agreements. Weeks five to ten cover automation for enquiry routing, project-knowledge reuse, framework call-off workflows, and integration with project management, document control, and finance. Weeks eleven to fourteen are user training across bid team, engineers, project delivery, and commercial.
Yes. Custom objects model the client, the building, the project, the fire-strategy or remediation engagement, and the framework agreement separately, with relationships persistent across years. The building record carries its full history regardless of which client owned it when. PYB has built building-and-project architectures for engineering consultancies whose value depends on cross-project knowledge persisting over time.
Fire strategies, building-safety cases, remediation plans, façade assessments, and Building Safety Regulator submissions attach to the right building and project records as structured assets with version control. Regulatory audit responses become queries against the data, not reconstruction exercises across project folders. PYB has built regulator-evidence workflows for engineering consultancies operating in the post-Grenfell regulatory environment.
Most consultancies run Sales Hub Professional for client account management and project pipeline, plus Operations Hub for integration with project management, document control, and finance systems. Service Hub Professional handles framework call-off and remediation-project workflows. Marketing Hub is a layer for sector thought leadership in a post-Grenfell, Building-Safety-Act-driven market. Custom Objects (Enterprise tier) are usually required to model clients, buildings, projects, and framework agreements properly.
"HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the security standards typical of housing association procurement, local authority frameworks, Building Safety Act expectations, and Tier 1 main-contractor framework agreements. PYB is independently ISO 27001 and ISO 9001 certified, and our migration practice carries the HubSpot Data Migration Accreditation — relevant proof when fire engineering consultancies are pre-qualifying for major framework agreements."
A 15-minute call to walk through how your enquiry routing, building-record persistence, and framework call-offs could connect and what closing the gaps looks like. No prep, no pitch deck.