HubSpot CRM Implementation & Optimisation for Trades

HubSpot CRM Implementation & Optimisation

Finally, a CRM That Works the Way You Do

If your CRM feels more like a burden than a benefit — or if you’re still juggling leads in spreadsheets and WhatsApp — it’s time to level up. At Deep Thought 360, we design and optimise HubSpot CRM systems specifically for trades businesses like yours: solar, electrical, plumbing, and beyond.

Whether you’re setting up HubSpot for the first time or need to rescue a half-baked implementation, we’ll make your CRM work for your team, not the other way around.

What We Deliver

🧰 HubSpot Setup (The Right Way)
We don’t just activate a portal — we build your CRM around your sales and service processes. Custom pipelines, properties, views, and user roles that match how your business actually works.

🔁 Workflow Automation
From lead qualification to job completion, we design automations that reduce admin, improve handovers, and make sure no opportunity falls through the cracks.

📊 Reporting & Dashboards
We create dashboards that show you real-time performance across sales, marketing, and customer service — with no digging, no guesswork, and no fluff.

🔗 Tool Integration
We connect HubSpot with your quoting tools, job management systems, forms, and inboxes — so your data flows seamlessly and you’re not duplicating work.

Who It’s For

✅ Trades businesses using HubSpot — but not getting full value
✅ Teams starting from scratch and want to do it right, first time
✅ Business owners who need clear visibility and better control
✅ Sales and service teams frustrated by broken or manual processes

What It Looks Like

We tailor every CRM project to your needs, but typical deliverables include:

Discovery workshop and process mapping
HubSpot portal setup or reconfiguration
Custom pipelines, properties, and workflows
Automation of lead routing, follow-ups, and handoffs
Dashboard setup for owners, sales, and service teams
Loom walkthrough and team training

Why Deep Thought 360?

We specialise in helping trades businesses get control of their data, leads, and customer journeys. With deep HubSpot expertise and real-world process thinking, we don’t just “set up software” — we build systems that power your growth.