Smoothly sets up HubSpot around how you actually sell, aligned with the processes your business already runs on. Essential costs $299 for one pipeline, a contact and deal import of any size and two automations, done in 1 to 3 business days. Anything beyond that scope is a custom build, scoped and priced on a free discovery call.
CRM setups start at $299 for Essential. Larger or multi-part engagements are quoted as a custom build on a free discovery call.
We handle the entire HubSpot setup for you — from mapping your sales process to going live with your team trained and ready.
We learn about your business, current tools, sales process, and goals — then map your sales process and outline the full setup plan.
We build out your CRM — pipeline stages, contact properties, forms, lead capture, automated follow-up sequences, marketing automation using HubSpot's built-in marketing tools, and all integrations with your existing tools.
We walk you and your team through the system so you know exactly how to use it — then hand it off ready to run, with documentation for reference.
Everything you need to run your leads and clients through a clean, organized system.
All your leads and clients organized with full history — every email, call, note, and deal in one place.
Custom pipeline stages built around your actual sales process — so you always know where every deal stands.
Follow-up emails and reminders that trigger automatically so no lead goes cold without an attempt.
Web forms connected directly to your CRM so new leads land in your pipeline the moment they submit.
Your CRM connected to the tools you already use — email, calendar, website, and more — so data flows automatically.
Live walkthrough with your team so everyone knows how to use the CRM confidently from day one.
One fixed-scope package, published in full. Anything beyond it is quoted as a custom build on a free discovery call.
Best for businesses moving off spreadsheets that need a working pipeline this week.
Not included: data cleanup, custom objects and dashboards.
Book a Free Discovery CallA single sales pipeline with core automation, email sequences, integrations, marketing automation and live training sits at the Essential price. Multi-pipeline builds, data cleanup, custom objects and dashboards are quoted as a custom build.
Anything outside the Essential scope is quoted on a free discovery call, so the figure you get is based on your actual systems and process — not a guess. Here is exactly what happens on that call, and what you walk away with.
Payment. Every engagement is split in two: 50% is paid before work begins, and the remaining 50% on completion.
Software is purchased directly by you. Any platform the service runs on — HubSpot, Zapier, Make, n8n, content and scheduling tools and hosting — is bought and held in your own account. We configure what you own rather than reselling or marking up subscriptions, so the account, the billing and the data stay yours.
The shape of what we build, before we build it.
Everything you need to know about CRM setup with Smoothly.
Smoothly's CRM Setup & Organization Essential package costs $299 for one HubSpot pipeline, a contact and deal import of any size and two core automations. Prices are in USD and exclude your HubSpot subscription. Anything beyond that scope is a custom build, scoped and priced on a free discovery call.
Yes. Smoothly's CRM Essential package includes one contact and deal import into HubSpot, whatever the size of your list, from a spreadsheet or an export from another CRM. Data cleanup isn't part of Essential; it's quoted as a custom build on a free discovery call.
Smoothly sets up HubSpot. Smoothly's founder, automation specialist Jerald Mark-Templin, holds HubSpot Academy's Sales Hub, Service Hub and Marketing Hub Software certifications.
If your business tracks leads in spreadsheets or relies on memory, it is probably losing revenue to missed follow-ups, and a CRM fixes that. A HubSpot CRM set up by Smoothly keeps every contact, deal and conversation in one place and sends follow-ups automatically, so no lead is forgotten and every deal is visible.
Smoothly delivers the CRM Setup & Organization Essential package in 1 to 3 business days. Larger projects are custom builds, scoped and priced on a free discovery call.
Yes. Live team training is included in every CRM setup from Smoothly, Essential included. Smoothly walks you and your team through HubSpot so everyone knows how to manage contacts, update deals and use the automations, and provides documentation and a recorded walkthrough video for reference.
CRM setup from Smoothly includes full HubSpot configuration, custom pipeline setup, contact and deal import, form and lead capture setup, automated follow-up email sequences, marketing automation using HubSpot's built-in marketing tools, integrations with your existing tools, and live team training. Everything is built around how your specific business operates.
Book a free discovery call with Smoothly. On the call, Smoothly learns about your business, current setup and sales process, then outlines exactly what needs to be done and what it will cost.
Most of our work connects — here's what usually comes next.
A configured CRM is only half the win — automation is what makes the follow-up actually happen.
Learn more →Content brings people in. A configured CRM makes sure the ones who enquire actually get worked.
Learn more →See 30+ workflows and a 97% lift in automated deal creation.
Learn more →Page last reviewed: October 2026
Book a free discovery call and we'll map your sales process and tell you exactly what it'll take to get HubSpot running.
Book a Free Discovery Call