HubSpot & CRM automation
A HubSpot that works the way you do
We untangle messy setups, align sales and marketing, and build automation and AI that move deals forward, without adding complexity.
Clean data · Automation that works · Reports you'll actually use
HubSpot & CRM automation
We untangle messy setups, align sales and marketing, and build automation and AI that move deals forward, without adding complexity.
Clean data · Automation that works · Reports you'll actually use
HubSpot is powerful, if it's set up right
Messy portal
Duplicate properties, confusing pipelines and stages nobody trusts.
Broken workflows
Half-built automation that leaves leads without follow-up.
Reports nobody uses
Dashboards full of vanity metrics, and no idea where deals stall.
Recognise your portal? We'll show you what to fix first.
Get my free growth auditWhy choose us
How we make HubSpot pay for itself
Strategic re-architecture
Pipelines, properties and lifecycle stages aligned to your actual revenue process.
Automation and AI that work
Workflows and HubSpot's AI that nurture, score and speed up deals.
Reporting that matters
Dashboards that show where deals stall and how to fix it.
Integration without headaches
HubSpot connected to Salesforce, Slack, Stripe and more, with no silos or data gaps.
What's included
How we fix HubSpot for growth
- Step 01 of 06
Audit and strategy
We dig into your current setup and find the gaps costing you revenue.
- Step 02 of 06
Re-architecture
We rebuild properties, pipelines and lifecycle stages to match your business.
- Step 03 of 06
Automation and AI
Broken workflows out, scalable automation in, with HubSpot's AI (Breeze) put to work where it saves your team time.
- Step 04 of 06
Integration and migration
Your tech stack connected, with no data loss and no downtime.
- Step 05 of 06
Training and enablement
We show your team how to get the most from what we've built.
- Step 06 of 06
Continuous optimisation
Monthly reviews and testing, so results keep compounding.
Want a HubSpot that runs like this?
Get my free growth auditWe connect HubSpot to your stack
HubSpot
Salesforce
Slack
Stripe
Zapier
Google WorkspaceWhat clients noticed
Figures from projects delivered by our team. Results vary by business.
In their words
Before working with Promattic, our charging network inquiries and fleet service leads were getting lost in a chaotic CRM setup. They restructured our lifecycle stages and automated our follow-ups with HubSpot Breeze AI. Our lead conversion jumped significantly within the first two months, and our sales team finally has complete visibility into every commercial account pipeline.
As a high-touch coaching practice, we needed our outreach and client onboarding to feel personal, not robotic. Promattic cleaned up our messy portal and built automated workflows that nurture high-value prospects without losing our human touch. The clarity in our reporting now shows us exactly where deals stall and how to close them.
Promattic integrated our HubSpot portal with Stripe and Slack, eliminating hours of manual data entry for our sales operations team. Their team re-architected our entire deal pipeline to match our subscription revenue model, giving us reliable pipeline velocity metrics for the first time.
Managing complex, multi-stage travel itineraries for high-net-worth clients required a flexible CRM structure we just didn't have. Promattic overhauled our property mappings, eliminated duplicate contacts, and trained our team on best practices. We saved roughly 15 hours a week in administrative tasks alone.
HubSpot questions, answered
Yes, from Starter to Enterprise. We’ll tell you honestly whether an upgrade is worth it.
Yes. We set up HubSpot’s AI (Breeze) where it genuinely saves time: summarising records, drafting follow-ups, enriching company data and helping with lead scoring. We can also connect other AI tools through workflows. We’ll tell you honestly which AI features are worth it on your tier.
Yes. We migrate data and history carefully, with no data loss or downtime.
We include training, so your team can confidently use what we build.
Yes. We offer monthly reviews and optimisation after the initial setup.
Stop letting HubSpot underperform
If your portal feels messy or underused, we’ll turn it into a revenue engine. Start with a free 30-minute audit.