Let's Talk

We are here for you.

How would you like to connect?


Your Trusted Service Partner Since 2011
Home
Services
All Services
HubSpot & CRM
RevOps
Marketing Automation
Website Solutions
Digital Marketing
Salesforce
Pipedrive
Zoho
Monday.com
HubSpot Gold Partner · Salesforce Certified · Since 2011 Book Free Strategy Call
Who We Serve
By Industry
eCommerce
Healthcare
Real Estate
Professional Services
Technology
By Growth Stage
Startups
Growing Businesses
Enterprise

eCommerce

We help eCommerce brands connect their store with CRM, automate abandoned cart flows, segment customers, and build retention systems that increase lifetime value.

See How We Help eCommerce
Shopify Certified
Official partner
Higher LTV
Retention focused systems

Healthcare

We support healthcare providers, clinics, and health brands with patient CRM systems, appointment automation, and compliant digital marketing infrastructure.

See How We Help Healthcare
Compliant Setup
Privacy-first systems
Patient Journey
End-to-end automation

Real Estate

We help real estate agencies and developers automate lead capture, manage property pipelines, and nurture prospects through long sales cycles with smart CRM workflows.

See How We Help Real Estate
Pipeline Management
Property deal tracking
Lead Nurturing
Automated follow-ups

Professional Services

Law firms, consultancies, and agencies use our systems to manage client relationships, automate proposals, track projects, and measure revenue performance with clarity.

See How We Help Pro Services
Client Management
Relationship tracking
Proposal Automation
Faster deal closing

Technology

Tech companies and SaaS businesses trust us to build scalable CRM systems, automate onboarding flows, and align sales and marketing around a single revenue engine.

See How We Help Tech Companies
Stack Integration
All tools connected
Revenue Tracking
MRR and pipeline clarity

Startups

We help early-stage and growth-stage startups build CRM systems, automate marketing, and set up revenue operations that scale from day one without the overhead.

See How We Help Startups
Fast Setup
Live in days, not months
Scale Ready
Systems built to grow

Growing Businesses

Teams of 10 to 100 use our systems to replace chaotic spreadsheets, unify their sales and marketing data, and build processes that support rapid headcount and revenue growth.

See How We Help Growing Teams
Save Hours
Automate repetitive tasks
500+ Businesses
Served across 30+ countries

Enterprise

We deliver complex CRM architecture, multi-team RevOps alignment, and Salesforce implementations for enterprise organizations that need precision, security, and scale.

See How We Help Enterprise
Enterprise Grade
Secure, scalable systems
Dedicated Team
Assigned specialists
Not sure where you fit? Let us help you find the right solution. Let's Talk
Case Studies
By Industry
Industries We Have Worked With
We have delivered measurable results across multiple industries. From eCommerce stores to healthcare clinics, our work adapts to your market and business model.
eCommerce & Retail
Healthcare & Clinics
Real Estate & Property
Professional Services
Technology & SaaS
Education & Training
View Industry Case Studies
By Service
Services That Delivered Real Results
Every case study is tied to a core service we delivered. Browse by what you need most and see exactly how we solved it for real businesses like yours.
CRM Implementation
Data Migration
Workflow Automation
Website Development
Digital Marketing (SEO, SMM)
Dashboards & Reporting
View Service Case Studies
50+Case Studies
30+Countries
500+Clients Served
View All Case Studies
Blog
HubSpot & CRM HubSpot Onboarding

HubSpot Onboarding Done
Right From Day One

Built for: New HubSpot Users

Most businesses go live on HubSpot without a real setup. We fix that. We build custom onboarding plans so your team adopts HubSpot fast, your data stays clean, and revenue starts flowing from day one.

Live in 2 to 4 Weeks Zero Data Loss Certified Team
HubSpot Onboarding Portal
Tech Striker · Live View
Active
500+
Onboardings
2-4w
Go Live
98%
Satisfaction
13+
Yrs Experience
Onboarding Steps 5 total
Discovery and Goal Setting Done
Portal Audit and Cleanup Done
03
CRM and Pipeline Setup In Progress
Automation and Workflows Next
Team Training and Handover Next
0%
Complete
Onboarding Progress
2/5
Steps Done
8d
Days In
30+
Countries
Gold
HS Partner
Onboarding Diagnosis

Does Any of This Sound Familiar
to Your Business?

These are the most common signs of a HubSpot portal that was never properly set up. If you recognize even two of these, your onboarding needs a fix.

HubSpot Portal Health Check
4 Issues Found
Critical Team not logging into HubSpot
Your reps say they use it but the activity log tells a different story. Adoption is near zero and pipeline data is unreliable.
Warning Duplicate contacts everywhere
The same person exists 3 times with different data. Reports are skewed and marketing is sending duplicate emails.
Unused Workflows and automations never set up
You are paying for Marketing Hub but every email is sent manually. None of your sequences or workflows are active.
No Visibility Nobody trusts the reports
Dashboards exist but data is wrong. Leaders have stopped looking at HubSpot and gone back to Excel spreadsheets.
The Diagnosis: Bad Setup
These are not HubSpot problems. They are onboarding problems. Every single one of these issues is 100% fixable with the right setup from day one.
68%
CRMs fail from poor adoption
94%
Adoption rate with our setup
72%
Features unused without onboarding
2-4w
To go fully live with us
We audit your portal and fix every existing issue
We rebuild your CRM around your actual sales process
We train your team until adoption is real, not assumed
We hand over a portal your team actually uses every day
Get a Free Portal Audit
No commitment. We review your setup and tell you exactly what needs fixing.
What's Included

Everything We Build
Inside Your HubSpot CRM

Our CRM implementation is not a template copy-paste job. Every element below is designed, configured, and tested around your specific sales process and team structure.

CRM Architecture & Pipeline
Foundation & deal stages
Contact & Deal Properties
Data structure & fields
Workflow & Automation
Sequences & triggers
Data Migration
Zero data loss transfer
Integrations & Tech Stack
Connect your tools
Team Onboarding & Training
Adoption & enablement
Reporting & Dashboards
Real-time visibility
01
CRM Architecture

Your Pipeline, Built Around How You Actually Sell

We start by mapping your real sales process — not a generic template. Every pipeline stage, deal property, and lifecycle status is designed to match how your team works, how leads move, and what your managers need to see.

Custom pipeline stagesMapped to your real sales cycle
Team & role structureReps, managers, admins configured
Lead scoring modelQualify leads before they reach sales
Lifecycle stagesSubscriber to customer, fully mapped
HubSpot CRMPipeline DesignDeal StagesLead ScoringLifecycle Mapping
02
Contact & Deal Setup

Every Field, Every Record — Structured for Clean Data

We configure all contact, company, and deal properties so your team captures the right data every time. No more missing fields, no more inconsistent records, no more guessing what a deal actually means.

Custom contact propertiesIndustry, source, intent fields
Company record setupAccount-level tracking configured
Deal property structureValue, close date, probability
Required field rulesForce data quality at entry point
Contact PropertiesCompany RecordsDeal SetupData Quality
03
Workflow & Automation

Your CRM Should Work While Your Team Sleeps

We build the automations that eliminate repetitive manual work — follow-up sequences, task creation, deal rotation, internal alerts, and lead nurturing flows that run on their own 24 hours a day.

Email sequencesAutomated nurture & follow-up
Lead rotation rulesAuto-assign to right rep
Internal notificationsAlert reps on key deal triggers
Task automationAuto-create tasks at each stage
HubSpot WorkflowsEmail SequencesLead NurturingTask Automation
04
Data Migration

Move Everything Over. Lose Nothing.

Migrating from Salesforce, Pipedrive, Zoho, or a spreadsheet? We handle the full data transfer — contacts, deals, notes, activity history — cleaned, deduplicated, and mapped correctly before a single record moves.

Data audit & cleanupDedup and fix before migrating
Field mappingOld fields matched to new structure
Activity history transferNotes, calls, emails preserved
Zero data loss guaranteeVerified post-migration audit
Salesforce MigrationPipedrive MigrationZoho MigrationCSV Import
05
Integrations

HubSpot Connected to Your Entire Business

We integrate HubSpot with your website, marketing tools, billing system, support platform, and ad channels so data flows automatically across your entire stack — no manual syncing, no silos.

Website & form syncEvery lead captured automatically
Ad channel connectionGoogle, Meta, LinkedIn ads
Billing & paymentsStripe, Chargebee, QuickBooks
Support toolsIntercom, Zendesk, Freshdesk
ZapierMakeNative IntegrationsCustom API
06
Onboarding & Training

A CRM Nobody Uses Is Worth Nothing

We run structured onboarding sessions for your entire team — sales reps, managers, and admins — with role-specific training, recorded walkthroughs, and a 30-day support window so adoption actually sticks.

Role-based sessionsReps, managers, admins separately
Recorded walkthroughsYour team can rewatch anytime
Custom SOP docsStep-by-step for your workflow
30-day support windowQuestions answered post-launch
Team TrainingSOP DocumentationAdmin SetupPost-Launch Support
07
Reporting & Dashboards

Stop Guessing. Start Managing With Real Data.

We build custom HubSpot dashboards so you can see pipeline health, rep performance, lead sources, and revenue forecasts in real time — without pulling a single report manually ever again.

Pipeline dashboardsStage-by-stage deal visibility
Rep performance reportsActivity, close rate, quota tracking
Revenue forecastingWeighted pipeline & close date views
Lead source attributionKnow what channels drive deals
HubSpot ReportsCustom DashboardsRevenue ForecastAttribution
Not Sure Which Services You Actually Need?
We will audit your current HubSpot setup and tell you exactly what is missing, what is broken, and what to fix first.
How We Work

Our Implementation Process

A clear structured process that gets your HubSpot live fast, with no guesswork, no delays and no surprises along the way.

Step 01

Discovery Call

30-min strategy call to map your sales process, tech stack and goals. No sales pitch, just listening.

30 Minutes
Step 02

Audit and Proposal

Detailed implementation plan with timelines, scope and fixed pricing delivered within 48 hours.

1 to 2 Days
Step 03

Build and Configure

Full CRM setup with pipelines, properties, automations, dashboards and integrations built to spec.

1 to 3 Weeks
Step 04

Training and Handover

Live sessions, recorded walkthroughs and full documentation so your team is confident from day one.

2 to 3 Sessions
Step 05

Ongoing Support

Post-launch support, optimization reviews and CRM health checks as your business grows and scales.

Ongoing
14 Days
Avg. time to go-live
Zero
Data loss, guaranteed
100%
Team adoption rate
30 Days
Post-launch support
Tools and Integrations

Everything Connects
Into Your HubSpot CRM

Your Connected CRM Stack
HubSpot CRM
Central system of record
Marketing and Lead Sources
Facebook, Google, Forms
Communication Channels
Email, WhatsApp, Calls
Sales and Pipeline
Deals, Tasks, Automation
Billing and Payments
Stripe, Razorpay, Invoicing
Support and Success
Helpdesk, Tickets, Chat
Custom Integrations
APIs, Webhooks, Custom
Marketing and Lead Sources
Where your leads come from
Facebook Ads Google Ads LinkedIn Ads Website Forms Landing Pages
All leads flow automatically into your CRM the moment they submit a form or click an ad
Communication Channels
Where conversations happen
Gmail Outlook WhatsApp Call Tracking SMS Tools
Every email, call and message logged automatically so your team never loses track of a conversation
Sales and Pipeline Tools
Your internal sales workflow
HubSpot Pipelines Deal Stages Task Automation Email Sequences Lead Rotation
Your pipeline runs itself with automated tasks, sequences and deal stage triggers built around how you sell
Billing and Payments
Revenue tracking and invoicing
Stripe Razorpay QuickBooks Chargebee
Closed deals connect directly to actual revenue so you always know which contacts and channels are making you money
Support and Customer Success
Post-sale customer journey
Zendesk Intercom Freshdesk Chatbots
Support tickets and customer health data link to HubSpot so sales and support teams always see the same picture
Custom Integrations
If your tool exists, we connect it
REST APIs Webhooks Zapier Make Custom Dev
Have a tool not on this list? We build custom connections through APIs and automation platforms so nothing stays siloed
Who This Is For

Built for Teams Who
Need This to Actually Work

If any of these situations sound familiar, you are in the right place. We have helped hundreds of businesses in exactly these situations get their CRM working properly.

Not sure if this is right for you? If your team is losing deals, skipping follow-ups, or managing leads outside your CRM, this implementation is exactly what you need. Book a free audit and we will tell you honestly.
01

Growing Sales Teams

Your team is expanding but your processes are not keeping up. Deals get lost, follow-ups are inconsistent, and no two reps work the same way.

Reps following up at different times
No standard process across the team
Manager has no visibility into pipeline
02

Businesses Still on Spreadsheets

You are managing leads in Excel, tracking deals in WhatsApp, and sending follow-ups from personal inboxes. There is no central system and no single source of truth.

Lead list lives in a shared Google Sheet
Follow-ups tracked in WhatsApp or notes
No one knows the current pipeline value
03

Companies with a Broken CRM Setup

You already invested in HubSpot but nobody uses it properly. Data is a mess, workflows are incomplete, and the system feels more like a burden than a tool.

CRM data is outdated or duplicated
Automations broken or never built
Team avoids logging anything in HubSpot
04

Teams Migrating from Another CRM

You want to move from Salesforce, Pipedrive, or Zoho to HubSpot without losing contacts, deal history, notes, or the processes your team depends on every day.

Worried about losing historical data
Not sure how to map old fields to HubSpot
Need team to keep working during migration
05

Founders Who Want Real Visibility

You run the business but you do not have a clear picture of your pipeline, your team performance, or where revenue is actually coming from at any given moment.

No reliable pipeline or forecast report
Cannot see rep activity or close rates
Revenue data spread across tools
06

Marketing and Sales Not Aligned

Marketing brings in leads but there is no structured handoff to sales. Nobody knows which leads converted, which campaigns worked, or where deals came from.

Leads land with no owner or follow-up task
Sales blames marketing, marketing blames sales
No attribution on which ads drive real revenue
Sound Like Your Business? Let Us Fix It.
Book a free CRM audit and we will tell you exactly what is broken and how to fix it in under 14 days.
FAQs

Got Questions?
We Have Answers

Everything you need to know before working with Tech Striker on your HubSpot CRM implementation, from timelines and data migration to training and ongoing support.

01
How long does CRM implementation take?
Most implementations take 2 to 6 weeks from kickoff to go-live, depending on the complexity of your pipeline, number of automations, integrations required, and whether data migration is involved. We begin every project with a discovery session to give you an accurate timeline before any work starts.
Yes. We handle complete data migration including contacts, companies, deals, notes, and activity history from your existing CRM or spreadsheets into HubSpot. All data is audited, cleaned, and mapped before migration so nothing gets lost or duplicated in the process.
We primarily work with HubSpot and recommend it for most growing businesses because of its ease of use, powerful automation, and strong free tier. That said, we also guide businesses toward Salesforce, Pipedrive, or Zoho based on team size, industry, budget, and specific workflow requirements before recommending anything.
Yes. Every implementation includes role-specific training sessions for sales reps, managers, and admins, along with recorded walkthroughs and written SOPs your team can refer back to anytime. The goal is not just a working CRM but a team that actually uses it confidently from day one.
This is one of the most common situations we handle. We start with a full audit of your existing HubSpot setup, identify what is broken, what is missing, and what is being ignored. From there we fix the structure, clean the data, rebuild workflows, and re-onboard your team so the system actually gets used.
Yes. We connect HubSpot with your marketing tools, email platforms, ad channels, billing systems, support software, and communication apps so data flows automatically across your entire stack. If a native integration does not exist, we build a custom connection through APIs, Zapier, or Make.
Cost depends on the scope of the project including pipelines, automations, integrations, and data migration. Rather than a fixed price, we scope each project individually and provide a clear proposal with fixed pricing before any work begins. Our focus is on delivering a system that improves your revenue, not just checking a setup box.
Yes. Most clients continue with us on a monthly retainer for CRM optimization, new automation builds, user management, reporting improvements, and ongoing support. As your business grows and your sales process evolves, we make sure your HubSpot setup keeps pace without you needing to figure it out on your own.