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HubSpot setup & management setup · admin · automation

HubSpot CRM Management

We set HubSpot up for how your sales and marketing teams work, run the portal month to month, and build the workflows you need.

  • HubSpot setup — A new portal or a clean restart, configured before your team starts using it.
  • Ongoing portal admin — Weekly admin so HubSpot keeps up with the business.
  • Workflows — Lead routing, nurture and the handover to sales, built as workflows.
  • Integrations and data — HubSpot connected to the tools around it, with clean data going in.
From $100 a month Month to month, no minimum term Works with
Get a scope and price For your HubSpot work · reply within 2 working days
or

  • No access needed
  • No contract
  • Price in writing
1,000 custom properties per objectDeal pipelines: 2, 15 or 100 by tierLifecycle stage only moves forwardRe-enrollment is off by defaultPartner Admin access by approved linkWritten scope and price before you start

What we do on HubSpot

HubSpot setup, management and automation

Pick one of them or all of them.

HubSpot setup

A new portal or a clean restart, configured before your team starts using it.

  • Deal pipelines and stages
  • Lifecycle stage definitions
  • Properties and record layouts
  • Users, teams and permissions

Ongoing portal admin

Weekly admin so HubSpot keeps up with the business.

  • New properties, reports and dashboards
  • User changes
  • Property and list tidy-ups
  • Monthly workflow review

Workflows

Lead routing, nurture and the handover to sales, built as workflows.

  • Enrollment and re-enrollment set on purpose
  • Lead rotation and task creation
  • Lifecycle updates, including moving a stage back
  • Sales sequences

Integrations and data

HubSpot connected to the tools around it, with clean data going in.

  • Call logging from your dialer
  • Imports and deduplication
  • Forms and lead sources
  • Integration monitoring

Onboarding

How we start on HubSpot

Including how access is granted in HubSpot.

  1. Tell us what you need

    Setup, portal admin, a workflow or a clean-up.

  2. Partner Admin access you approve

    We send a HubSpot access link, you approve it, and you can remove us from your user list at any time.

  3. Build and test

    Pipelines, properties and workflows built and tested on test records before they go live.

  4. Handover or monthly admin

    With ongoing admin, requests are handled every week.

Real situations

When teams bring us in on HubSpot

Marketing and sales count leads differently

Marketing reports one number of qualified leads, sales sees another, and lifecycle stages move back and forth without anyone knowing why.

What we doWe agree lifecycle stage and lead status definitions with both teams, then set the properties and workflows so HubSpot moves contacts the same way every time.

Nobody wants to touch the workflows

Years of workflows have piled up, some re-enrol contacts they should not, and people are afraid to switch any of them off.

What we doWe map what each workflow does, merge the duplicates, fix the re-enrolment settings and write down what the ones that stay are for.

Calls happen, but HubSpot never sees them

Reps call from the dialer, yet half the calls never appear on the contact, so managers cannot see activity or follow-ups.

What we doWe connect the dialer so calls, outcomes and recordings log to the right contact and deal, and check the sync every month.

From HubSpot’s own documentation

  • Lifecycle stage HubSpot tools — imports, forms, the API and workflows — can only move the default Lifecycle stage forward. Setting an earlier stage means clearing the property first. Source ↗
  • Re-enrollment By default a record enrolls in a workflow only the first time it meets the triggers. Re-enrollment has to be switched on per workflow. Source ↗

Cost

HubSpot management, priced per account rather than per hour

One monthly fee for HubSpot, with no minimum term.

From
$100/month

The starting price, for a single portal with light admin needs. Several pipelines, heavy automation or more business units are scoped higher.

Not included — so there are no surprises

  • Your HubSpot licence — you keep your own account and billing
  • Building new integrations to other systems — a separate one-off project
  • Data migration from another system
  • Bespoke development inside HubSpot beyond configuration

Your price in writing within 2 working days.

HubSpot limits

The HubSpot limits that decide how it should be run

From HubSpot’s own documentation, with sources.

HubSpot — documented limits
LimitValueApplies to
Custom properties 1,000 per object Starter, Professional and Enterprise source ↗
Deal pipelines 2 / 15 / 100 Smart CRM Starter / Professional / Enterprise source ↗
Dashboards 30 / 75 / 100 Marketing Hub Starter / Professional / Enterprise source ↗
Teams 10 / 300 Starter / Professional and Enterprise source ↗
Deal pipelines allowed per account, by tier
Starter 2
Professional 15
Enterprise 100

Source: HubSpot Product & Services Catalog.

Checked September 2026. Plans change.

Free download

The CRM clean-up checklist

12 checks to find duplicates, dead deals and broken automations, and stop them coming back.

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Dialers that integrate with HubSpot

Integrate HubSpot with your dialer

Still typing call notes into HubSpot? We connect HubSpot to any of these 22 dialers, phone systems and AI voice agents once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.

See all integrations →

From the blog

Further reading

All articles →

Questions

HubSpot CRM management — common questions

Why won’t a HubSpot workflow set an earlier lifecycle stage?

HubSpot tools — imports, forms, the API and workflows — can only move the default Lifecycle stage forward. To set an earlier stage, the workflow has to clear the property first and then set the new value.

Why didn’t a contact go through our workflow a second time?

By default a record enrolls in a workflow only the first time it meets the enrollment triggers. Re-enrollment has to be switched on in that workflow’s enrollment settings.

How many deal pipelines can we have in HubSpot?

Up to 2 on Smart CRM Starter, 15 on Professional and 100 on Enterprise, according to HubSpot’s Product & Services Catalog.

Is there a limit on custom properties in HubSpot?

Yes — 1,000 custom properties per object on Starter, Professional and Enterprise. Portals close to it usually have many unused properties worth archiving first.

How do you get access to our HubSpot account?

As a Partner Admin. HubSpot lets a Solutions Partner request access through an access link that you approve, and Partner Admins have access similar to Super Admins, with a few exceptions such as SCIM provisioning through Okta.

How much does HubSpot management cost?

From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.

Is there a minimum term?

No. It is month to month with 30 days’ notice.

Free 30-minute call · no obligation

Talk to us about HubSpot

Thirty minutes on what you need from HubSpot, whether it is on this list or not.

  1. HubSpot setup — A new portal or a clean restart, configured before your team starts using it.
  2. Ongoing portal admin — Weekly admin so HubSpot keeps up with the business.
  3. Workflows — Lead routing, nurture and the handover to sales, built as workflows.

+91 82857 48750 support@web-repay.com

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HubSpotSetup & management Scope and priceIn writing, within 2 working days No minimum term30 days’ notice