Providing HubSpot CRM Setup and Configuration for Small Businesses

from 0 USD

Subject to business and website requirements

Account Setup & Configuration

We establish your HubSpot account from the ground up with proper user permissions, security settings, and foundational configuration. Our team conducts a comprehensive audit of your current systems and business processes to ensure HubSpot is structured to match how your team actually works, not generic templates.

CRM Environment Customization

We build a bespoke CRM environment tailored to your sales pipeline with custom contact properties, deal stages, and company records that reflect your unique business model. From lead scoring rules to automated task assignments, every element is configured to capture the prospect and customer data that matters most to your growth strategy.

HubSpot CRM Integrations

We seamlessly connect HubSpot to your existing website, email systems, and essential business tools to create a unified data ecosystem. Our integration work includes form embedding, tracking code implementation, email client connections, and data migration from your current systems—ensuring nothing falls through the cracks during the transition.

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Training & Support

We create custom training materials specifically for your team, including video tutorials, written guides, and live webinar sessions that cover your unique HubSpot setup. Beyond the initial implementation, we can also provide further support to help your team maximise HubSpot’s capabilities as your business evolves and new features become available.

Popular Integrations

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Website Integration

We can configure your website so that any data from web forms can flow into your HubSpot CRM and be created as Contacts, Deals and Companies. Enabling you to track prospects in more detail and also create email lists.

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Ad Campaigns Integration

Integrating data from Ad campaigns in Google Ads, Meta Ads and LinkedIn can enable you to track contacts who inquired through a specific Ad campaign and therefore measure the quality of each lead your ad campaign is driving.

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WhatsApp Integration

If you use WhatApp as part of your lead development and communication funnel, we can help to flow message data from WhatsApp to HubSpot that is stored in specific Customer, Company and Deal records.

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Standard Setup Package

1 Month Project
$ 600 One Off Project fee
  • Account Setup & Configuration
  • CRM Environment Customisation
  • Standard Integrations Creation
    (Website + Ad Platforms)
  • Foundation Training & Support

Custom Setup Package

Project Period Based on Requirements
$ 750 - 2000 Dependent on Custom Features Required
  • Account Setup & Configuration
  • CRM Environment Customisation
  • Standard Integrations Creation
    (Website + Ad Platforms)
  • Advanced Integrations Creation
  • Foundation Training & Support

Consultancy Support Price Comparison v HubSpot

Your HubSpot Plan
Taksu Digital Consultancy
HubSpot Onboarding Support

Free

  • $675 one-off
  • Complete account setup
  • Basic customization
  • Website & ad integrations
  • Foundation training
  • 4-week delivery
  • No official onboarding available
  • Self-service setup only
  • Generic documentation
  • Community forum support
  • HubSpot Academy access

Starter

  • $675 one-off
  • Complete account setup
  • Basic customization
  • Website & ad integrations
  • Foundation training
  • 4-week delivery
  • $500-$1,000
  • Optional onboarding
  • Training-focused approach
  • Self-implementation
  • Generic best practices
  • 90-day limited support

Professional

  • $750-$2,000 (one-off)
  • Custom Setup Package
  • Advanced integrations
  • Sophisticated automation
  • Custom workflows & pipelines
  • Comprehensive training
  • 6-10 week delivery
  • Ongoing support available
  • $1,500-$3,000
  • Mandatory onboarding
  • Training-only approach
  • You do the technical implementation
  • Standardised 90-day process
  • Support ends after onboarding

Enterprise

  • $750-$2,000 (one-off)
  • Custom Setup Package
  • Advanced integrations
  • Sophisticated automation
  • Custom workflows & pipelines
  • Comprehensive training
  • 6-10 week delivery
  • Ongoing support available
  • $3,500-$7,000
  • Mandatory onboarding
  • Training-focused
  • Limited customisation
  • Rigid 90-day timeline
  • Additional costs for complexity
  • Support ends after onboarding

What our clients say about our HubSpot consultancy services

Businesses we have provided HubSpot consultancy for

More About Our HubSpot Setup & Training Services

HubSpot's official onboarding is training-focused—they teach you how to set up your CRM, but you do the work yourself. We take a hands-on approach: we implement the technical setup for you, then train your team to use it.

HubSpot's onboarding takes 90 days and costs $1,500-$7,000 per hub (mandatory for Professional and Enterprise plans).

Our service delivers comparable or better results in 4-10 weeks at competitive pricing, with more customisation and ongoing support.

We work with businesses on any HubSpot plan—Free, Starter, Professional, or Enterprise.

During our discovery call, we'll help you understand which plan level makes sense for your needs and budget.

We're completely transparent about HubSpot's pricing and limitations, and we'll never push you toward a more expensive plan than you need.

In fact, we often help clients avoid unnecessary costs by identifying the right plan tier and suggesting cost-effective alternatives for specific features (like third-party WhatsApp integrations instead of expensive native options).

Our Standard Setup Package takes approximately 4 weeks (1 month) and covers essential configuration for businesses on Free or Starter plans.

The Custom Setup Package ranges from 6-10 weeks depending on complexity, integration requirements, and the number of HubSpot hubs you're implementing.

We provide a detailed roadmap at the start showing exactly what gets delivered each week, so you always know where we are in the process.

Unlike HubSpot's rigid 90-day timeline, we can adapt our pace to match your team's availability and content readiness.

We create bespoke training materials specifically for your HubSpot setup—not generic courses. This includes custom video guides, step-by-step documentation, and quick-reference sheets covering your specific workflows, integrations, and reports. We conduct live webinar training sessions where your team can ask questions and practice in real-time. All materials are yours to keep for future reference and onboarding new team members. Unlike HubSpot's onboarding that ends after 90 days, we remain available for ongoing support as your needs evolve.

Absolutely. Integration is one of our core strengths.

We handle standard integrations (website contact forms, email subscription lists, live chat, advertising platforms) as well as advanced integrations (WhatsApp, custom APIs, specialized business tools).

We'll audit your current tech stack during discovery and recommend the best integration approach.

If HubSpot's native integration is expensive or limited, we'll suggest cost-effective third-party alternatives.

We test all integrations thoroughly before handoff to ensure reliable, automated data flow.

We build long-term relationships, not transactional projects.

After your initial setup is complete, we're available for ongoing optimization, additional integrations, workflow enhancements, and strategic consulting.

Many clients start with our Standard Setup and later expand with custom automation, advanced reporting, or additional hub implementations as their business grows.

We can work on a project basis for specific enhancements or establish a monthly retainer for continuous optimization and support.

Yes, we can migrate data from your existing CRM system into HubSpot. This includes contacts, companies, deals, and historical interaction data.

We'll assess your current data structure, clean and format it for optimal HubSpot import, and handle the technical migration process.

Data migration complexity varies significantly based on your current system and data volume, so we scope this separately during discovery to provide accurate pricing and timeline estimates.

HubSpot's pricing varies by hub and plan level. As of 2025, typical costs are: Free Plan ($0), Starter ($15-30/month per hub), Professional ($800-1,200/month per hub), and Enterprise ($3,200+/month per hub). Professional and Enterprise plans require mandatory onboarding fees from HubSpot ($1,500-$7,000 per hub).

Our consultancy fee is separate and covers the hands-on implementation work.

We'll provide complete cost transparency during our discovery call, helping you understand total investment including both HubSpot's subscription and our implementation services.

We work collaboratively throughout the process with regular check-ins and milestone reviews, so you always know what's being built and can provide feedback.

Our structured roadmap includes specific deliverables at each phase, and we don't move forward until you're satisfied with each stage.

We're committed to delivering a CRM that works for your business.

If issues arise, we address them promptly and professionally.

Our goal is a long-term partnership, and that starts with getting your initial setup right.

Absolutely. Many of our clients engage us for ongoing CRM management, optimization, and strategic consulting after the initial setup.

This can include monthly retainers for continuous improvement, quarterly strategy reviews, additional automation development, advanced reporting setup, or training for new team members.

We can also bundle HubSpot management with our other services like Meta Ads management, Google Ads, SEO, and analytics—providing you with a single partner for your entire digital marketing ecosystem.

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