HubSpot implementation and RevOps

Your HubSpot, set up around how your team really sells.

We build the pipeline, automation and reporting that sales, marketing and service teams actually use, then keep it clean as you grow.

Book a pipeline review See what we do
Built for revenue teams that want their HubSpot to work harder.
Sample deal pipeline stages Five pipeline stages as narrowing bars, from New lead to Closed won, with an owner and next step on each deal. STAGE EXIT CRITERIA New lead Owner assigned Discovery booked Need and budget noted Proposal sent Quote and close date set Negotiation Decision maker confirmed Closed won Handoff to delivery
Illustration of a stage-by-stage pipeline with clear exit criteria.

What we do

Three ways to work with us

Start with a fixed-scope project, or keep us on for the ongoing work. Scope and price are agreed in writing before we begin.

HubSpot implementation

A new portal built correctly the first time, or a messy one rebuilt.

  • Pipelines, properties and deal stages
  • Workflows, sequences and lead routing
  • Data migration from your current CRM
  • Team training and documentation

RevOps audit and cleanup

A close look at what's slowing your revenue team down, with a plan to fix it.

  • Process and data review
  • Duplicate and dead-record cleanup
  • Reporting and forecasting dashboards
  • Prioritized fix list

Managed RevOps

A monthly retainer for the work that never ends once HubSpot is live.

  • Workflow and report requests
  • Admin, user and permission upkeep
  • Monthly pipeline health check
  • Support when something breaks

How a project runs

From first call to handover

  1. STEP 1

    Audit

    We map how leads become customers today and where deals stall.

  2. STEP 2

    Design

    You approve the pipeline, fields and automation on paper before we build.

  3. STEP 3

    Build

    We configure and test in HubSpot, then migrate and check your data.

  4. STEP 4

    Hand over

    Training, written documentation, and an option to stay on as your RevOps team.

Who it's for

Teams that have outgrown spreadsheets and guesswork

A good fit

  • Businesses of any size that sell, wherever they sell
  • Teams moving to HubSpot from spreadsheets or another CRM
  • Companies already on HubSpot with messy data or unused features
  • Founders who want reports they can trust

Works with your plan

  • Free, Starter or Professional tiers
  • Sales, marketing and service teams
  • Integrations with the tools you already use
  • Clear handover so your team owns the system

Who you'll work with

Led by a RevOps practitioner

HubSpot RevOps certifiedCRM migrationsGTM strategySales and business development
Martin Lopez
Founder & Operator

Martin has worked with a range of companies across different areas of the business, especially sales and revenue processes, and has delivered projects from start to finish. He fixes the CRM problems that hold teams back: messy data records, broken workflows, manual processes and reports nobody trusts.

Having worked directly with solo founders and growing businesses over the years, he knows how little ongoing CRM support they usually get. His go-to-market (GTM) background also helps him see why a company's pipeline isn't solid. He started Revify to help businesses get the most out of HubSpot.

David Kurzman
Co-founder, Finance & Strategy

David backs Revify and oversees the company's overall finance operations. He and Martin started Revify after seeing the same thing again and again: companies struggling with their CRM, with little ongoing support or guidance and data that's poorly managed internally. Their goal is to make HubSpot work as a CRM for everybody.

Start with a free pipeline review

Tell us how your team sells today. We'll point out the quickest wins and tell you honestly whether you need us.

martin@revifyconsulting.com