Australia's Trusted HubSpot Implementation Partner

We help Australian businesses unlock the full potential of HubSpot. Implemented properly, scoped clearly, and priced transparently.

Australia’s #1 Zoho Partner
4 Years in a Row

Officially awarded Zoho Partner of the Year in Australia for 2022, 2023, 2024 and 2025. Chosen from 60+ Australian Zoho Partners by Zoho themselves.*

  • First Top-Up Special $129 $99/hr + GST
  • One stop HubSpot solutions

  • Serving 30+ industries, Australia-wide
  • Trusted and highly rated on Google Reviews

Minimum project size 10 consulting hours.

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End-to-End HubSpot Implementation Australia

HubSpot is a powerful platform. What determines whether it delivers depends almost entirely on how it’s implemented.

Smartmates specialises in end-to-end HubSpot deployments for Australian businesses, full configuration, clean data migration, and automation that actually matches how your team works.

What’s Included in a Full HubSpot Implementation

  • Discovery and requirements workshop
    Mapped to your business processes, not a generic template
  • HubSpot CRM setup
    Pipelines, custom properties, contact and company structure, user roles, and permissions
  • Data migration
    From your existing CRM, spreadsheets, or legacy system, including Zoho, Salesforce, and Pipedrive.
  • Workflow automation
    Lead routing, task triggers, follow-up sequences, and deal stage automation
  • Integration with your existing tools
    Accounting, email, project management, and more
  • Dashboard and reporting configuration
    Aligned to your sales and marketing KPIs
  • Staff training
    Hands-on sessions with documentation for ongoing reference
  • Post-go-live support
    Certified HubSpot consultants available after launch to resolve issues and refine the setup

Discovery and Scoping: Before Any Work Begins

Most failed implementations start without a proper scope. We spend time upfront understanding how your business operates during the Planning Session.

Your sales process, your data structure, your team’s daily workflows, and what you need HubSpot to do that your current tools can’t. Nothing moves forward until you’ve reviewed and agreed the scope.

More About Planning Session

HubSpot CRM Setup

A properly configured HubSpot CRM reflects how your team actually sells. We configure your CRM to match your pipeline stages, deal values, contact hierarchy, and reporting needs.

This includes:

  • Custom properties and contact/company data structure specific to your business
  • Lead and deal pipeline stages mapped to your actual sales workflow
  • User roles, teams, and permission sets
  • Email integration, meeting links, and activity tracking
  • Sales forecasting and goal tracking where applicable

Data Migration

We handle migrations from Zoho, Salesforce, Pipedrive, spreadsheets, or any other system you’re moving away from. Before a single record moves, we audit your existing data for duplicates, missing fields, and structural mismatches.

Our migration process includes:

  • Data audit and cleanup before import
  • Field mapping between your old system and HubSpot
  • Staged migration into a test environment first
  • Validation checks on all imported records
  • Rollback plan documented and agreed before go-live

Workflow Automation

Manual processes slow teams down. We build the automations that remove repetitive tasks and keep your pipeline moving without human intervention.

Common automations we configure:

  • Lead assignment rules based on source, territory, or value
  • Automatic task creation at each pipeline stage
  • Follow-up email sequences triggered by deal or contact activity
  • Internal alerts when deals stall or deadlines pass
  • Approval workflows for quotes, discounts, or contract stages

Training and Post-Go-Live Support

We don’t hand over a configured system and disappear. Training is built into every implementation, and our team stays available after launch.

What’s included:

  • Hands-on training sessions for your team before go-live
  • Written documentation covering your specific setup
  • Admin-level training for whoever manages the system internally
  • Post-launch support via our prepaid hours model to assist with optimization and adjustments

Implementation Timeline: What to Expect

Timelines vary depending on scope,  but here’s a typical structure for a mid-complexity implementation:

  • Week 1-2
    Discovery, scoping, and data audit.
  • Week 3-5
    CRM configuration, data migration, and automation build in staging.
  • Week 6
    Testing, UAT, and staff training.
  • Week 7
    Go-live and hypercare support.

Book Your Free HubSpot Consultation

Ready to implement HubSpot properly? Schedule your spot. Speak with our certified experts, get clear next steps, transparent costs, and complete freedom to decide.

With 50+ five-star Google Reviews and a track record of strucured implementations for Australian businesses, we provide clear guidance so you understand exactly what your implementation requires and what it will take to execute it properly.

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Sarah the sales engineer

Sarah

Senior Sales Engineer
  • I’ll listen to your HubSpot needs to understand your business challenges and goals, ensuring a tailored approach.

  • I’ll bring our engineer onto our first consultation to explore solutions and clarify your requirements.

  • We’ll deliver your free project plan quotation, detailing the steps, timeline, and costs—up to this point, it’s completely free!

“My mission is to solve your key problems, build your trust in our capabilities and deliver exceptional value for money.”

Fill in your details and

we’ll contact you fast.

Fill in your details and

we’ll contact you fast.