HUBSPOT CRM MANAGEMENT · PLATINUM PARTNER

Ongoing HubSpot management, after the launch.

Most HubSpot accounts get set up well, then drift. Workflows break. Data gets messy. New features ship that nobody adopts. Reporting stops matching reality.

Hy Digital's HubSpot CRM Management retainer keeps your account running. Monthly optimization sprints, data hygiene, automation tuning, training as features ship, and reporting that actually answers your team's questions.

HubSpot Platinum Partner. 25+ HubSpot implementations behind us. Your account gets the same senior team, every month.
HubSpot CRM Management

The Hidden Costs of an Underutilized CRM 

If your team isn’t using HubSpot effectively, you’re losing more than just time.

Drifting workflows

Workflows you set up six months ago are quietly broken. Leads sit in stages they shouldn't, deals stall without alerts.

Decaying data

Without monthly data hygiene, contact properties decay. Reports start showing patterns that aren't real, decisions get made on bad data.

Missing new HubSpot features

HubSpot ships new features every quarter. Without someone watching, you miss the ones that would save your team hours.

Adoption rot

The team that originally got trained on HubSpot has half-rotated out. The new hires use 30% of the system. Adoption falls.

If any of these match, you need ongoing HubSpot management

Most teams that come to us for management have one or more of these patterns. They're all fixable, but they compound if left alone.

You use 30% of HubSpot

Your team uses contacts, companies, and deals. They don't use sequences, playbooks, custom reports, or association labels. The Hubs you're paying for sit idle.

Your data is dirty

Duplicate contacts, contacts with the wrong lifecycle stage, deals stuck in stages that don't match reality, properties that haven't been cleaned in months.

No automation upkeep Manual handoffs that should be workflows. Reports built once and never refined. Sequences that ran a year ago and nobody knows if they're still firing.
Adoption falling New sales hires getting onboarded into the same broken workflows. Marketing emails sent without checking if the workflow logic still works. The CRM stops being the source of truth.

Get HubSpot back on track.

One call. We'll look at your current setup and tell you where the biggest cleanup wins are.

Book a consultation
WHAT YOU GET

What's included in the management retainer

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Monthly optimization sprint

Monthly review of your account: workflows, properties, pipelines, reports. We fix what's drifted and ship improvements as your business changes.

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Data hygiene + cleanup

Duplicate contact merges, lifecycle stage cleanup, deal stage audits, property hygiene. Your CRM data stays clean enough to actually report on.

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Automation tuning

New automation as your team's needs change. Existing workflows reviewed and tuned. Sequences refreshed. The automation library stays current.

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Training + day-to-day support

Team training when HubSpot ships new features and when you onboard new hires. Documentation kept current. We answer day-to-day questions in shared Slack or HubSpot.

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Reporting + monthly review

Custom reports and dashboards built around the questions your team actually asks. Monthly performance review with you to align on priorities for next month.

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Two ways we run HubSpot management

Pick the model that fits how you actually use HubSpot. Same senior team either way.

Point-based

Pre-paid bundles of hours, typically 10-hour blocks. Request help when you need it: a workflow tweak, a new report, a contact cleanup, a training session. Hours come out of the bundle. You top up when it's empty. Best for teams running HubSpot mostly themselves but wanting expert help on demand.

Monthly retainer

Predictable monthly engagement covering everything in the list above: optimization sprint, data hygiene, automation tuning, training, reporting. Best for teams that want continuous management and a partner who proactively watches the account.

HubSpot Platinum Partner. 25+ HubSpot implementations behind us. The same senior team that builds the implementation manages the account afterwards. No handoff, no junior takeover.

Book a consultation
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Ready for ongoing HubSpot management?

20-minute call. We'll look at your current account and tell you what a retainer would cover.

Book a consultation
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Frequently asked questions

Why do I need ongoing HubSpot management?

HubSpot accounts drift. Workflows break, data goes stale, new features ship, your team rotates. Without monthly maintenance, the account loses 30 to 50 percent of its value within a year. Management keeps it actually working.

What does a typical management month look like?

Week 1: data audit and cleanup. Week 2: workflow review, fixes, and any new automation requested. Week 3: reporting review and dashboard updates. Week 4: monthly review call with you, plan next month's priorities. Slack support throughout for day-to-day questions.

Can you build new workflows and automations?

Yes. Building new workflows is part of the retainer. Lead nurturing, sales pipeline automation, customer retention sequences, internal handoffs, lead scoring. We also review existing automation each month and tune what's underperforming.

How is this different from HubSpot's direct support?

HubSpot's direct support answers tickets when something breaks. We work proactively. We watch your account, fix things before they break, build new workflows, and tune reporting. Same team every month, knows your business, available in Slack.

What industries do you work with?

B2B SaaS, hospitality, real estate, education, e-commerce, and professional services. We've managed HubSpot for Thai SMEs, Asian regional businesses, and global enterprises. Each industry's CRM patterns are different. We adapt the management approach.