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Implementation Services

We set up and optimize HubSpot for sales, marketing, and service teams. We specialize in supporting small sales and marketing teams.



Implementation services overview


You invested in a CRM to grow your business—let's make sure it's helping.

Our revenue-focused lens will help ensure you're getting ROI on HubSpot.


Whether it's an audit or you're getting ready to grow, we can help you get there.

We've been there before and have the technical chops to set you up to scale.


Get help with workflows, sequences, pipelines and so much more. 

Our experienced team knows how and when to automate to save time and money.


Get help building exactly the right reports and dashboards to grow your business.

We have practical experience and can build things that will help you grow better.

How We Work

We have helped over 100 companies with sales and growth initiatives. Over the years, we've adopted specific processes to drive the best possible results. We strive for continuous delivery and constant improvement.



There are a few things we need to do before we can start work.

We'll get infrastructure, systems, and a stack ranked list of tasks.

3D render of a stopwatch.

Agile Growth

We use the Agile methodology to deliver growth with you.

We work in two-week sprints in order of the highest impact tasks.

3D render of tickets.

Customer Portal

Once we launch, we will invite your team to a customer portal.

One place to review pending tickets and create new ones. 

Frequently Asked Questions (FAQ)

How does Agile apply to sales and marketing?

Agile growth is adapted from the Agile methodology of software development.

These are our 12 principles:

1. Our highest priority is to satisfy the customer
through early and continuous delivery
of growth initiatives.

2. Welcome changing requirements, even late in
development. Agile processes harness change for
the customer's competitive advantage.

3. Deliver growth initiatives frequently, from a
couple of weeks to a couple of months, with a
preference to the shorter timescale.

4. Business people and developers must work
together daily throughout the project.

5. Build projects around motivated individuals.
Give them the environment and support they need,
and trust them to get the job done.

6. The most efficient and effective method of
conveying information to and within a growth
team is face-to-face conversation.

7. Market feedback is the primary measure of progress.

8. Agile processes promote sustainable development.
The sponsors, developers, and users should be able
to maintain a constant pace indefinitely.

9. Continuous attention to technical excellence
and good design enhances agility.

10. Simplicity—the art of maximizing the amount
of work not done—is essential.

11. The best architectures, requirements, and designs
emerge from self-organizing teams.

12. At regular intervals, the team reflects on how
to become more effective, then tunes and adjusts
its behavior accordingly.

Is Intro CRM a HubSpot Partner?

Yes, Intro CRM is an approved HubSpot Solutions Partner and App Partner. We work formally with HubSpot and speak with their team every week.

Where is the Intro CRM team based?

Intro CRM is a remote, distributed team based in the Americas.

Will Intro CRM join a shared Slack channel?

No, we do not use Slack for client services. We've found it is not effective at our level of scale across the number of clients we are serving.

Instead, our primary channels of communication are recurring meetings and email.

This allows us to unify all our communications in ticket threads in the customer portal.

How often will we meet with Intro CRM?

Meeting frequency varies based on project scope. It is typically once every one or two weeks.

We may also schedule ad hoc meetings or even text if your team is comfortable with that and we need a quick response.

How soon can we start?

It depends on what we're doing.

If your work includes cold email outreach, we need to include time for domains and email account setup. This typically takes 3-4 weeks. During this time we're doing other tasks in parallel.

If your work includes a HubSpot implementation, we will need to fully scope the timeline, dependencies, migrations, integrations, etc. 

Get better leads today

Are you struggling to get ROI on your campaigns because of sales-marketing alignment issues?

Let us help you engage your prospects better—before your competitors do. 

Here are some meetings we've booked: