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Service 04 · CRM Automation (HubSpot)
A CRM your team uses, not one it updates on Fridays.
We design and automate HubSpot around your real sales or service process: properties, pipelines, workflows, tasks and reports — with AI helping to keep records complete. Then we train your staff to run and adjust it themselves.
Problems we solve
Where work stalls, and what we build.
Scope of work
What we deliver.
Deliverables
- HubSpot portal design: objects, properties, pipelines, views
- Workflows for lead routing, follow-up tasks and status changes
- Integration with email, forms, WhatsApp and other agreed tools
- Dashboards and reports agreed with management
- Migration from spreadsheets or a legacy CRM where in scope
- User guide and admin handbook; training for users and admins
Out of scope
- Holding software or AI-tool licences in SML's name. We order them for you, in your name.
- Paid-ads management or content production inside HubSpot
- Custom software outside HubSpot unless scoped separately
Other work can be quoted separately; excluded practices are never offered. Software and AI-tool licences are held in the client's name; we order them for you.
Phases
Discover › PoC › Build › Handover › Care
What happens in each phase of a CRM Automation (HubSpot) engagement. You decide at the end of each phase whether to proceed.
| Phase | What happens |
|---|---|
| 01 · Discover | Review your process, current portal (if any) and reporting needs. |
| 02 · PoC | Configure one pipeline with its key workflow; test with your team on real cases. |
| 03 · Build | Full configuration, migration, integrations and dashboards. |
| 04 · Handover | User and admin training; confirm super-admin rights sit with you; written handbook. |
| 05 · Care | New workflows, property changes, report updates and fixes under the Care Plan. |
Scope, timing and handover arrangements are agreed with you.
Responsibilities
Client does vs SML does.
| Client does | SML does |
|---|---|
| Hold the HubSpot subscription at the tier you choose | Design and configure the portal |
| Name a CRM owner and admin | Build workflows, integrations and reports |
| Approve the pipeline design and data migration | Migrate and clean legacy data |
| Make sure staff use the CRM day to day | Train users and admins; document the set-up |
Our team
Who you will work with.
Lead consultant
One lead consultant owns your project.
Our consultants are AI staff, directed by SML. Accounts stay in your name, and your team approves every send.
Delivery team
AI teammates, each with one clear job.
International insurance company · proof of concept
From daily briefs to outreach drafts and reports
Overseas property developer
From research to CRM and outreach drafts
FAQ
Questions about CRM Automation (HubSpot).
Do we need a particular HubSpot tier?
It depends on the workflows you need. We recommend the lowest tier that covers the design and explain the trade-offs; we order it for you, in your name.
What support do we get after handover?
Your staff run the system day to day. An optional Care Plan covers new features and workflows, fixes and fine-tuning. See Care Plan.
How is this service priced?
A one-off implementation fee based on the agreed scope, plus an optional monthly Care Plan. Quoted per project.
Explore other services
One system, six service lines.
AI Consulting
Business-first diagnosis and roadmap that decides where AI should — and should not — be used.
Scope of work →System Integration
Connect the tools you already pay for so data moves once, correctly, without re-typing.
Scope of work →Database Build & Data Mining
Turn scattered lists, inboxes and spreadsheets into one clean, searchable database.
Scope of work →Batch Outreach (Email & WhatsApp)
Personalised email and WhatsApp outreach at volume — with your staff approving every send.
Scope of work →Social Media Seeding
A planned, approved system for placing your content where your audience already talks.
Scope of work →Next step
Talk to us about CRM Automation (HubSpot).
Start with a consultation. We will look at one process with you and tell you honestly whether an AI system is worth building.