How do I know which HubSpot licenses are best for my team?

Start from what you'll actually do in the platform and how many people need access. We review your processes and recommend a level that covers today and the next 12–24 months.

What factors should I consider before choosing a license?

What you need HubSpot for (sales, marketing, customer service or websites), how many users need access, the features you need — such as marketing automation, advanced reporting or predictive lead scoring — plus integration needs with other tools and your growth plans.

Can we upgrade later if our needs change?

Yes. Starting at a lower tier and moving up once processes settle is common. We build the structure so an upgrade doesn't mean redoing the work.

What does an engagement include?

Scope is defined together with you, based on your processes and data model. You always get a clear proposal before work starts.

Our solutions

Four areas. One connected system landscape.

Personal advisory and solutions built around how your team works – from HubSpot and ongoing CRM management to automation and integrations.

Book an intro call See the areas

System · connectedSuite / Stack

System · onlineFlow · activeSync · realtime

HubSpot

CRM + hubs

Make

Automation

Attio

GTM CRM

ERP

Finance + orders

flow · sync

Form → contactWeb → CRM
Order → invoiceCRM → ERP
Report → leadershipCRM → BI

Conceptual system overview — how SuiteStack connects platforms, data and ways of working.

Pick a starting point

Where do you want to begin?

Three connected areas. Most engagements start in one and grow across the boundaries.

HubSpot

Four hubs — one set of customer data

Sales Hub
The sales process structured from prospecting to close.
- Centralize customer data for a 360° view of leads and contacts
- Streamline pipelines with clear deal stages and automations
- Score and prioritize leads based on activity and fit
Marketing Hub
Campaigns, automation and lead handoff in one platform.
- Centralize all marketing activities for better coordination
- Automate email campaigns to nurture leads at scale
- Track website visitors and behavior to tailor follow-ups
Service Hub
Support with structure, automation and follow-up.
- Centralize customer interactions across channels in one inbox
- Automate ticket routing and workflows
- Collect feedback with NPS, CSAT and CES surveys
Integrations & migrations
HubSpot connected to the rest of your tech stack.
- Centralize customer data from multiple platforms
- Automate data sync between HubSpot and other apps
- Migrate from legacy CRMs, spreadsheets or custom tools

Sales Hub Marketing Hub Service Hub Data Hub Integrations & migrations

Where do you start?

Most teams know what hurts. Fewer know which step to take first.

We start by looking at how you work today — processes, data and system map — and suggest a starting point that creates impact without locking you in.

Conceptual illustration.

Frequently asked questions

Licenses and engagement

: Start from what you'll actually do in the platform and how many people need access. We review your processes and recommend a level that covers today and the next 12–24 months.
: What you need HubSpot for (sales, marketing, customer service or websites), how many users need access, the features you need — such as marketing automation, advanced reporting or predictive lead scoring — plus integration needs with other tools and your growth plans.
: Yes. Starting at a lower tier and moving up once processes settle is common. We build the structure so an upgrade doesn't mean redoing the work.
: Scope is defined together with you, based on your processes and data model. You always get a clear proposal before work starts.

Talk to us

Not sure where to start? That's exactly what we help with.

Book an intro call Read our Insights