CRM setup

Wiki

• Topic

  Data Hygiene

• Topic

  Single customer view

• Topic

  Contact management

• Topic

  Sales tech stack

Playbooks

• Playbook

  CRM foundations

  Configure HubSpot from the start with clean data structures, automation, and reporting so your CRM becomes the single source of truth for every customer interaction.

• Playbook

  Sales hub configuration

  Configure your sales team's HubSpot workspace so reps sell from one system: pipeline, meetings, sequences, quotes, and dashboards.

• Playbook

  Keep your CRM clean enough to trust

Articles

• Article

  Brand kit

  Upload your visual identity so every email, quote, and document that leaves HubSpot looks consistent. Set default colours, fonts, and logo placement once, then let templates do the work.

• Article

  Account setup for sales reps

  Configure your personal workspace so HubSpot works for how you sell. Set working hours, notification preferences, connect your email and calendar, and set up snippets and templates you'll use daily.

• Article

  Audit and clean data quarterly

  Run property audits, merge duplicates, fix formatting, and archive stale records so your CRM stays reliable as your team grows.

• Article

  Connect your tools

  Link your email inbox, calendar, and key integrations (Slack, Google Workspace, accounting). One-time setup that makes everything downstream work.

• Article

  Build a CRM health dashboard

  Create a default dashboard that shows unenriched contacts, missing properties, duplicate records, and data quality over time. Keeps the foundation visible.

• Article

  Customise your CRM views

  Build saved views, configure record sidebars, and set default properties so every team member sees what they need without clicking around.