JR Consulting Group
Make HubSpot actually work for your business.
JR Consulting Group helps growing companies set up, tidy up and get real value from HubSpot. Less admin, more pipeline, and a CRM your team actually wants to use.
HubSpot expertise without the agency overhead.
Most companies use a fraction of what they pay HubSpot for. Portals get set up in a rush. Data gets messy. Reports stop being trusted. Before long, the platform is just an expensive address book.
That's the problem JR Consulting Group exists to fix. We work hands on inside your portal. We audit what's there, rebuild what isn't working, and make sure your team actually uses the tools you're paying for.
New to HubSpot? Moving over from another CRM? Untangling years of workflow spaghetti? We've seen it all before, and we'll leave you with a system your team understands and owns.
Practical, not theoretical
We build inside your portal, not in slide decks. Every engagement ends with working systems, not a list of recommendations.
Built for adoption
A CRM only works if your team uses it. We design around how your people actually sell, market and look after customers.
Honest scope
We tell you what you don't need as readily as what you do. No padded retainers, no unnecessary Hub upgrades.
A typical engagement, start to finish.
Every project moves through the same six stages. And because good CRMs are never really finished, the end of one cycle feeds straight into the next.
Everything you need to get value from HubSpot.
From first setup to ongoing optimisation, we cover the full lifecycle of your HubSpot investment.
Implementation & Onboarding
Get HubSpot set up properly from day one. Pipelines, properties and permissions built around how your business actually runs.
- Portal & pipeline configuration
- Custom properties & lifecycle stages
- Guided onboarding for your team
CRM Migration & Data Cleanup
Move over from spreadsheets, Salesforce or any legacy CRM without losing history. Arrive with clean, deduplicated data you can trust.
- Data migration & mapping
- Deduplication & enrichment
- Ongoing data hygiene processes
Workflows & Automation
Automate lead routing, follow ups, deal handoffs and nurture sequences so nothing slips through the cracks and your team spends more time selling.
- Lead scoring & routing
- Sales & marketing sequences
- Workflow audits & rebuilds
Integrations
Connect HubSpot to the rest of your stack. Accounting, e-commerce, support tools and more, all talking to each other without manual re-entry.
- Native & third-party integrations
- Custom API connections
- Tech stack consolidation
Reporting & Dashboards
Custom dashboards that answer the questions leadership actually asks. Pipeline health, campaign ROI, forecast accuracy and team performance.
- Custom report & dashboard builds
- Attribution & revenue reporting
- Forecasting setup
Training & Ongoing Support
Hands-on training tailored to your team, plus flexible support for when you need an expert in your corner without a full-time hire.
- Team training sessions
- Ad-hoc consulting hours
- Monthly optimisation retainers
Let's talk about your portal.
Tell us where HubSpot is falling short, or where you'd like it to take you. You'll get honest, practical next steps. No hard sell, no jargon.