HubSpot CRM
Walkthrough & Demo
A short preface before we dive in — what changed since we migrated from GorillaDash, what's working, and what's next.
Garrett Gillin
Founder, Units Marketing
GorillaDash wasn't built for what we need — or where we're going.
Difficult to use
Day-to-day workflows took more clicks and workarounds than they should.
Limited tracking
Attribution and reporting didn't give us the visibility we needed.
Not built for marketing
Email, automation, and campaign tools weren't core to the platform.
We needed a platform to manage, measure, and run marketing at scale.
Manage at scale
One source of truth for contacts, deals, and campaigns across the org.
Measure what matters
Real attribution and reporting — lead source, pipeline, conversion, ROI.
Run marketing
Email, automation, and sequences built into the same platform.
The major HubSpot features we now have.
Contacts & Deals
Full timeline history on every record.
Email integration
Two-way sync with your inbox.
Workflows
Automated follow-up and routing.
Attribution & dashboards
See lead source and org-wide performance.
Custom views
Saved filters per consultant and pipeline.
Reception Integration
CallRail is linked to HubSpot, but inbound calls aren't creating deals yet.
Outsourced reception is now fielding internet leads for everyone on HubSpot.
What outsourced reception handles
- • Inbound calls from the website
- • Webinar campaign leads
- • Internet leads from web forms
How this helps everyone
- • Reduces the initial burden on consultants
- • Consistent, fast answering — every lead, every time
- • Leads get qualified, then booked to your calendar or soft-handed off
- • Better reporting accuracy and client experience
Who's already on HubSpot and outsourced reception.
What HubSpot is doing for us today.
Real automations
Location-assignment workflows live in HubSpot. A corporate automation consultants can opt into is on the way.
Visibility we didn't have
Source-of-lead from the website, dashboards, and customizable views per consultant — out of the box.
Outsourced reception integration
Inbound calls, webinar leads, and web-form leads land directly in HubSpot, fielded by outsourced reception.
Email & calendar sync
Two-way inbox sync and meeting booking links keep activity logged automatically.
Single source of truth
Contacts, deals, and full timeline history live in one place across the network.
Attribution end-to-end
From first touch on the website to a closed deal — we can finally see the full path.
Usage is uneven. Discipline helps everyone.
Connect your inbox
Link your email so all communications get stored automatically — no manual logging.
Live in the deal pipeline
Keep notes on every deal and move them to the right stages so the pipeline reflects reality.
Loop in corporate
Franchisees route requests through corporate first — if they decide it's worth our support, they'll bring us in.
Give feedback
Tell us what you want for marketing and sales — we'll explore adding it if there's a fit.