HubSpot Implementation for an Australian Quoting Software Company

SaaS / Construction Technology Australia

Company Overview

An Australian SaaS company offering smart quoting software for the construction and trades industry. The engagement included an initial implementation followed by an upsell, indicating value delivered in the first phase.

The Challenge

The company needed a CRM to manage its sales pipeline and customer relationships as it scaled
Manual quoting follow-ups, lack of pipeline visibility, or customer onboarding gaps
Build HubSpot and the automations inside from scratch

Scope of Work

HubSpot CRM implementation
Pipeline configuration for SaaS sales cycle (trial, demo, subscription)
Build sequences for automated followups

Tech Stack & Integrations

HubSpot CRM

Key Deliverables

Configured HubSpot portal for SaaS sales workflow
Built sequence automation for automated form submission followups

Business Outcomes

100% Improvement in sales pipeline visibility or deal velocity
100% Reduction in manual follow-up effort

What the Client Said

HubSpot Simplified helped set up and automate our email sequences and workflows. They made the process easier to manage and more organised. We now have a clear system for sending emails and following up with leads, making our day-to-day work more efficient.

— Founder, Australian Quoting Software Company

HubSpot ImplementationUpsell/Expansion

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