HubSpot CRM implementation 2026 · partner of 8 CRM systems
We implement HubSpot CRM in companies
HubSpot is a CRM that brings sales, marketing and customer service together on one contact database. We implement it together with your sales process, team training and practice in PipeChamp.
- over 250 CRM implementations
- partner of 8 CRM systems
- video lessons on HubSpot configuration
Trusted by 1,700 companies from Poland and around the world
HubSpot in 90 seconds — see how it works with your sales process
A short demo from the CRM Recommendation module in PipeChamp: how process stages become pipeline columns, where the salesperson sees the next step and which reports the manager gets.
Click to play the demo with sound · 1:09
HubSpot in a nutshell
What is HubSpot and who is it for?
HubSpot is a CRM in which companies, contacts and deals are linked automatically, and every record shows a timeline of all activities. Marketing and sales work on the same data and see the whole customer journey. If you are still checking what a CRM is and how to choose one, start with our CRM implementation guide.
Who HubSpot is for
B2B companies where marketing and sales should work on one contact database: from small teams on the free plan to large departments on paid plans.
What you get in the system
A deal pipeline, contacts and companies, tasks, sequences, emails and calls, reports and marketing tools on the same database.
When to choose another CRM
When local support and a process with mandatory steps matter more, or you need an extensive ERP in one system. Then, based on your process map, we will recommend another system from our 8 partners.
HubSpot modules
HubSpot’s main modules
HubSpot is a set of modules that guide the salesperson through the process and give the manager the numbers for decisions. We configure each of them for your sales process.
- Deal pipelineProcess stages, deal value and probability in columns
- LeadsLead qualification in the prospecting workspace
- Tasks and meetingsCalls, meetings and follow-ups with due dates
- Inbox and callsEmails and calls logged on the record timeline
- Reports and dashboardsStage-to-stage conversion, results and forecasts
- Sequences and workflowsMessages and tasks triggered on schedule
- IntegrationsForms, campaigns and apps from the HubSpot marketplace
- AI assistantRecord summaries and suggestions for the salesperson
Learning mode in PipeChamp
Go through the HubSpot sales process before you implement it
A ready-made process, “Sales Process – HubSpot”, is waiting in PipeChamp: 6 stages matching the default HubSpot Sales Pipeline 1:1, 12 actions with scripts and follow-ups, and a narrator who guides you through every step. Your team practises exactly what it will later see in the CRM.
- 6 stages as in HubSpot: from lead qualification to contract sent
- Call scripts, emails and follow-ups for every action
- Learning mode with audio narration and KPIs for each stage
- Virtual process
- Scripts
- Audio narration
- Stage KPIs
Project schedule
Sample HubSpot implementation schedule
This is what a typical 4-month project for a sales team looks like. Smaller implementations take 2 months, with the steps in the same order.
- 01Month 1Process mapping and specificationWe document the process, stages, fields and integrations. The implementation documentation is created.
- 02Representing you with the vendor and negotiating pricesWe talk to HubSpot on your behalf and negotiate the licence terms.
- 03Month 2Project kick-offWe set up the account, roles and the work schedule with your team.
- 04ImplementationWe configure the pipeline, fields, data import, integrations and automations.
- 05Month 3TestingWe run the process on real data and fine-tune the settings.
- 06PracticeThe team practises the process in PipeChamp’s learning mode and in the video lessons.
- 07Month 4Working with the team1:1 sessions and supervision of the first weeks of work in HubSpot.
- 08Project handoverWe hand over the system, documentation and SalesBook. We stay on for support.
How we implement HubSpot — 8 steps
Eight steps, from the process map to day-to-day work in HubSpot, led by the same consultant:
- 01
Process
We map your sales process and team structure before we start setting up the system.
- 02
Pipeline and stages
We design deal pipelines, stages and probabilities for your process.
- 03
Fields and permissions
We set up contact, company and deal properties, table views and permissions.
- 04
Data import
We move contacts, organisations and deals from spreadsheets or your previous CRM.
- 05
Integrations
We connect email, calendar, phone and the tools your team uses.
- 06
Automations and reports
We build workflows, sequences, dashboards and reports for the manager.
- 07
Training and practice
We train the whole team, and you practise the process in PipeChamp’s learning mode.
- 08
Supervision and support
We keep the new habits in place and develop HubSpot together with your company.
HubSpot step by step — 12 video lessons
Basic training from the PipeChamp Academy: from the menu layout to process scripts on every deal. Everyone on the team goes through it at their own pace.
- 01Menu structure and layout2:03
- 02Lead, pipeline and customer1:55
- 03Configuring the pipeline and table view1:48
- 04Contacts – editing fields1:50
- 05Deals – table fields1:41
- 06Importing contacts, companies and deals1:38
- 07Inbox, calendar and phone1:22
- 08Activities and note-takingsoon
- 09Tasks, follow-up and calendarsoon
- 10Reporting – the basicssoon
- 11Matching the CRM to your process in PipeChampsoon
- 12PipeChamp scripts and templates in the CRMsoon
12 lessons · 7 ready, more in production · recorded on a real HubSpot account
How to prepare for a HubSpot implementation — 5 steps
A good implementation starts before the first login. We prepare these five things together at the start of the project.
- A documented sales processStages, exit criteria and what the salesperson does at each stage.
- Data to migrateSpreadsheets or an export from your previous system: organisations, people, deals and contact history.
- A list of integrationsEmail, calendar, phone, forms, invoicing and marketing tools.
- A system ownerA person on your side who approves the settings and administers HubSpot after the implementation.
- Goals and KPIsWhat the manager should see in reports from the first week of working in the CRM.
SalesBook and specification
A process SalesBook to test and a specification in 2 hours
In 2 hours we write the specification with you: process, stages, fields, integrations and reports. This conversation produces the implementation documentation and a process SalesBook you can review and test before we set anything up in HubSpot.
- Implementation specification in a single 2-hour session
- Documentation of the process and HubSpot settings
- A SalesBook with scripts to test before launch
- SalesBook
- Specification
- Documentation
- Process test
Why HubSpot
Seven reasons why we recommend HubSpot to companies where marketing and sales need to work together:
One database for marketing and sales
Companies, contacts and deals are linked automatically, and both teams see the same customer history.
A free start
The free plan is enough for two people to get started, no credit card required.
A timeline on every record
Emails, calls, meetings and notes in one place.
Sequences and automations
Follow-ups and tasks run on schedule, without manual chasing.
Reports for the manager
Dashboards show stage-to-stage conversion and each salesperson’s results.
Growth in one ecosystem
As the company grows, you add marketing and service modules on the same database.
AI assistant in the CRM
Record summaries and suggestions save your salespeople time.
HubSpot compared with the other CRMs we implement
HubSpot is not the best choice for everyone. We compare it with the systems we implement most often and tell you directly when another option will be better. G2 and Capterra ratings change every few weeks, so check the current scores before you decide.
| # | System | Segment | Best for | G2/Capterra rating | When to choose it |
|---|---|---|---|---|---|
| 1 | HubSpot Sales Hub / CRM | Small–Mid | Marketing and sales teams working together | 4.4 / 4.5 | When marketing and sales should share one system |
| 2 | Pipedrive | Small–Mid | B2B teams working on a pipeline | 4.3 / 4.5 | Stage-based B2B sales and a fast team start |
| 3 | Livespace | Small–Mid | B2B companies selling in Poland | — / — | When a Polish CRM and local integrations matter |
| 4 | Zoho CRM | Small–Enterprise | A full package at a reasonable price | 4.1 / 4.3 | When you need many modules in one licence |
| 5 | Salesforce Sales Cloud | Enterprise | Large, complex organisations | 4.3 / 4.4 | For enterprise processes and many departments |
InStream recommendation
Choose HubSpot when marketing and sales should work on one contact database and you want to start with the free plan. If local support or a process with mandatory steps matters more, we will recommend another system based on your process map.
Full ranking of 20 CRM systems
All 20 systems with G2 and Capterra ratings, 10 Polish CRMs and the criteria we use to assess them are on the CRM implementation page.
We partner with 8 CRM systems, so our recommendation follows from your process map, not from a commission.
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Testimonials, case studies and campaign results from our clients in Poland and around the world.
See client storiesHow we price a HubSpot implementation
We bill the implementation monthly, with the number of consulting hours matched to the size of your team. The smallest project costs about €2,800 net and a full implementation for a sales team about €11,200 net.
Small implementation
First salesperson
2 months, 12 h of consulting work per month
For a founding team bringing in its first sales hire.
Medium implementation
Founding team + first salesperson
4 months, 14 h of consulting work per month
For growing teams at an early stage.
Large implementation
Sales teams
4 months, 20 h of consulting work per month
For a complete rebuild of sales structures.
Each variant includes process mapping, HubSpot configuration, data import, integrations, team training, access to 12 video lessons and development supervision.
You pay for the HubSpot licence directly to the vendor. We prepare the scope and quote for your team after a short call.
HubSpot licence pricing
HubSpot pricing 2026
You buy the licence directly from HubSpot. Prices in USD per user per month, according to the vendor’s price list of 13 November 2026. The free plan covers up to 2 users, no credit card required.
Free
To start with 2 people
0USD
- Up to 2 users free
- Deal pipeline and contacts
- 3 email templates and 3 snippets
- 1 meeting scheduling link
Starter
Your first paid team
from 7USD / user / month
- 500 HubSpot credits
- Up to 50 workflows
- 500 calling minutes
- 1 phone number
Professional
Sequences, scoring and forecasts
from 90USD / user / month
- 3,000 HubSpot credits
- Up to 300 workflows
- Lead scoring
- Sales forecasts
Enterprise
For large sales departments
from 150USD / user / month
- 5,000 HubSpot credits
- Up to 1,000 workflows
- Forecasts by team structure
- Conversation intelligence
The Professional and Enterprise plans include a one-time onboarding fee charged by the vendor. On the call we will match the plan to your process, and the cost of our implementation does not depend on the HubSpot licence.
Frequently asked questions — HubSpot implementation
What is HubSpot?
HubSpot is a CRM that brings sales, marketing and customer service together on one contact database. Companies, contacts and deals are linked automatically, and every record shows a timeline of all activities.
Is HubSpot free?
HubSpot has a free plan for up to 2 users. Sequences, advanced automations and forecasts are available in the paid plans.
How much does a HubSpot licence cost?
Sales Hub Starter starts at USD 7, Professional at USD 90 and Enterprise at USD 150 per user per month, according to the vendor’s price list of 13 November 2026. The Professional and Enterprise plans include a one-time onboarding fee.
How much does a HubSpot implementation cost?
The smallest project costs about €2,800 net and a full implementation for a sales team about €11,200 net. We bill monthly and prepare an exact quote after a call.
How long does a HubSpot implementation take?
From 2 to 4 months, depending on the variant: from process mapping, through configuration and data import, to training and supervising the team’s new habits.
How is an implementation different from configuration?
Configuration means setting up the pipeline and fields. An implementation starts with the sales process and covers data import, integrations, training the whole team and supervision until HubSpot becomes your salespeople’s everyday tool.
Will you migrate data from Excel or another CRM?
Yes. We import contacts, companies and deals from CSV files or from an export of your previous system and map the fields to HubSpot properties.
Which tools will you integrate with HubSpot?
Most often email and calendar, telephony, website forms and marketing tools. HubSpot has its own app marketplace.
Do you train the whole team?
Yes. We train salespeople and managers, and everyone gets access to video lessons on HubSpot basics in the PipeChamp Academy and to the sales process in learning mode.
HubSpot or another CRM — how do I decide?
The decision follows from your process map. We partner with 8 CRM systems, so if another system suits you better, we will tell you directly.
What happens after the implementation?
We stay on for development supervision and support: we develop the pipeline, automations and reports together with your company.
Are you tied to HubSpot?
No. We partner with 8 CRM systems and choose the system based on your process map. If HubSpot fits your sales, we implement it and train your team.
Let's implement HubSpot for your sales process
On a diagnostic call we will check whether HubSpot fits your process and show you what the implementation would look like for your team.