HubSpot for Ops – Setup & Structure
CRM that relieves your team – instead of blocking it
A CRM can be a game changer – or just another place where data goes to die.
With our „HubSpot for Ops“ offering, we set up your HubSpot to fit your processes, roles, and goals – not the other way around. Clear, scalable, and suitable for everyday use.
What we are setting up together
Properties that fit your process
We design your contact, object ticket, or project properties to truly reflect your day-to-day business – from initial contact to handover.
Workflows that automate instead of annoy
Reminders, status changes, assignments – we automate what wastes time and causes errors. But only what makes sense.
Roles and Permissions
We ensure that everyone sees only what they need – and everyone knows what to do.
Dashboards & Reports
You get meaningful dashboards that provide an overview – not a mystery.
Optional: Training for your team
If you wish, we can show your teams how to really use HubSpot – understandable, practical, and without tech-babble.
Duration and format
🕓 20-25 days
- with direct access to your HubSpot account and clear sync dates
💲 Price on request
Who is this setup intended for?
- For operations teams that want to use HubSpot to facilitate collaboration
- For startups and scale-ups that want CRM to be more than just a dead file
- For teams that finally want to help each other with data – not just maintain it
What you have
after
- A clear, functional CRM structure
- Automated workflows that take the work off your hands
- Visibility and transparency for all relevant KPIs
- A tool that adapts to you – not the other way around
This isn't right for you?
From chaos to clarity – we strengthen your collaboration from within
Whether you’re currently scaling, working remotely, or simply feel like your team is capable of more than they currently show: We have the right coaching setup for your next development step.
Our programs combine team coaching, clear process structures, and C-level sparring – for companies that want sustainable collaboration instead of short-term action. Together, we create structures that work – and last.
Get your team running smoothly again
Book a free initial consultation now – and together we’ll see how we can take your setup to the next level.
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We support startups and scale-ups with tailored product operations solutions.
📍 Across Europe | Consulting and Implementation
📧 hallo@naga-operations.de
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