Upgrading Your Customer Support Operation

Includes conversational tools, a shared inbox, help desk automation, knowledge base functionality, customer feedback and custom surveys, reporting, a customer portal, playbooks, and more — all powered by a CRM to give your business one unified view of each customer interaction.



Help customers on your website in real-time. Automatically route users to the right people on your services team, and build better relationships through contextual conversations that conect seamlessly to tickets.

Customer Portal

Empower your customers to gain ownership over their experience with a secure customer portal. Your portal keeps ticket conversations going between customers and reps, so issues are resolved faster.

Knowledge Base

Help customers help themselves, and reduce your number of support requests. Convert frequently asked questions into a searchable library of help articles, videos, and documentation.

Omni-Channel Messaging

Provide a superior customer experience regardless of the channel. Meet your customers wherever they are by accessing multiple channels in the inbox and seamlessly switching between them.


Supercharge your Customer Success with HubSpot's powerful automation workflows that transcend departments and allow you to notify teams, assign ownership, flag tickets and make sure every concern is responded to.
Powering Up Your Account

VoIP Calling

Call your customers directly from the HubSpot platform with HubSpot’s VoIP software. You can also receive inbound calls from your customers and track them in HubSpot [BETA]. Calls are recorded and stored in HubSpot CRM.


HubSpot Tickets can be manually or automatically created from multiple customer contact points and channels. Use custom properties and views to match your internal process and metrics.

Service-Level Agreements

Use SLAs to monitor ‘Time to First Reply’ and ‘Time to Close’, and easily report on attainment across your service team.
Service reporting dash

Be More Aware

Real-Time Data & Reporting with Custom Dashboards.

H Get set up in minutes with several out-of-the-box reports that can be displayed and updated in real-time on dashboards in HubSpot. Need something more custom? HubSpot's custom report builder can easily organize the data in a manner of your choosing and dashboards are completely customizable, as well.


Close The Loop

Feedback Surveys (NPS, CSAT, CX)

HubSpot Service Hub has a dedicated tool that your team can easily use to follow up with customers for feedback, including automation that immediately responds to the custom depending on their score. Notify and assign internal stakeholders to address any issue in a timely manner.



ZenDesk and HubSpot

Read this helpful breakdown that compares two customer service solutions — Zendesk and HubSpot — to help you make the best choice.



Our Process


1. Kick-Off

We will gather all the info we need and put our heads together to start planning for your successful integration that is tailored to your Customer Support Process.

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This stage can include:

  1. Meet our team! 
  2. Setting Up Support Seats
  3. Finalizing HubSpot Service Hub Purchase
  4. Collecting Information From Your Team
  5. Setting up Weekly Meeting Time
  6. Establish Timeline For Project Delivery

2. Assessment & Review

Let's go over all the things that make your Support Process unique and find the best way to create a dependable, repeatable, and reportable process for your business.

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This stage can include:

  1. Customer Serivce Manager/Director Collaboration & Discussion
  2. Establishing Goals & Reports Needed
  3. Setting up rules and processes for Reps
  4. Learning Your Ticket, Escalation and Routing Process
  5. Discussing how to best set up and translate to a repeatable, reportable system process in HubSpot Service Hub.

3. Data Clean-Up & Import

Now that we know how to tackle this integration, we need to gather, clean, and import all your customer data into HubSpot.

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This stage can include:

  1. Importing Your Contacts
  2. Setting up Custom Properties
  3. Setting up Custom Ticket Pipelines
  4. Setting up Custom Ticket Views
  5. Establishing Smart Goals and Triggers for Automation
integrations (1)-2

4. System Setup, Testing & Demo

Let's build out your HubSpot portal to work for you and your Support Team! We'll get it set up, tested, and then demo the results for you.

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This stage can include:

  1. Implementing Items from Discovery & Setup
  2. Weekly Check-ins with Service Director/Manager on Progress
  3. Ensuring everything works as scoped
  4. Demo new process and system for Service Manager/Director and any other key stakeholders in your organization.

5. Customer Support Team Setup & Onboarding

It's time to educate, train and assist your Service Team to get them ready to use the new system. Let's plan a launch date and go!

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This stage can include:

  1. Making sure each rep has login access and understands how to navigate HubSpot
  2. Email Tracking Setup (Gmail or Office 365)
  3. Rep Meeting Calendar Sync & Setup (Google of Office 365)
  4. Outbound Call Recording Setup & Training
  5. System Monitoring & Live Support on Launch Day

6. Ongoing Optimization & Support

We did it! Your Service Hub is launched! But don't fear, we include and provide several options to continue supporting, optimizing, and assisting your team.

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This stage can include:

  1. Onboarding new Service reps to the system
  2. Ongoing data cleanup and optimization to safeguard our system and ensure HubSpot CRM remains an accurate source of truth.
  3. Running New Reports or Dashboards.
  4. Pipeline, Property, and Service Activity Tweaking
  5. Ensuring that both the Marketing and Sales departments are aligned with your new Service Tools process and exactly how we’re using HubSpot for your team.

Certified HubSpot Partner

As a certified Platinum HubSpot Partner, we have the experience, people, and skills to set your team up for success on HubSpot CRM


Hear From Our Clients


Highly Recommend CRM Support

"Our experience with BeginBound has been overwhelmingly positive. Jesse and his team are experts in CRM and have become an integral part of our team. They have taken the time to understand our evolving sales initiatives and developed processes that align with our goals. In particular, they spearheaded our CRM migration from Salesforce, consolidation to a single sales team and alignment between departments (sales, customer success and support). Further, we initially intended to work with them on a defined scope, but have since extended our contract given the value they bring. I highly recommend."

Teddy P.
Sales Director | Wholesale & SaaS Industries

David Barnard - HubSpot CRM BeginBound Testimonial

Hubspot CRM Experts

“We needed ongoing support from certified professionals in HubSpot CMS and Sales CRM. Begin Bound tailored their services to provide us with exactly what we needed. I’d highly recommend them to any business on HubSpot looking to set their business up with a smart website and valuable sales tools.”

David Barnard
Owner & CEO, Industrial Shredders