The Operations Company

Willing to Tackle Big Challenges

I recently connected with The Operations Company regarding a large and fast-moving project, and although we ultimately did not move forward due to shifts in our internal scope, I had a truly positive experience with them. They were incredibly helpful from the start and showed a clear willingness to take on a complex project under a tight deadline. Talking through their proposed approach was especially valuable because it helped clarify several aspects of our process, and I appreciated the time and insight they offered. Even without moving ahead, the interaction left a strong impression, and I would absolutely recommend them based on their professionalism, flexibility, and supportive attitude.

Excellent Experience

It was very clear Anthony had incredible insight and is a true expert with HubSpot since our initial meeting. It is another thing and a rare combination to have the knowledge, and then the ability to clearly communicate the most important information to a new Team, and this is exactly what Anthony did for us. Since moving to HubSpot, we have already seen a significant increase in response rate, and our Team feels confident using the platform thanks to our time with Anthony and The Operations Company. Personally, I have experience with multiple CRM's and other platforms, and I felt confident I would pick up HubSpot quickly. However, some members of our Team do not have this experience. Thanks to our time with Anthony and The Operations Company, we are all thriving! Highly recommend!

HubSpot Implementation

Working with the Operations Company was an excellent experience from start to finish. Oscar, Anthony, and Margarita were all fantastic to work with — knowledgeable, responsive, and professional throughout the entire process. They successfully implemented our HubSpot Sales and CRM modules and provided clear guidance through the data conversion effort. Their hands-on support and expertise made the transition smooth and efficient. Highly recommend!

Seamless Execution of HubSpot Customer Agent and Lead Automation

We had a fantastic experience working with The Operations company team during our recent HubSpot implementation. They played a key role in setting up our Customer Agent, Lead Object module, and automated workflows — ensuring a smooth and efficient rollout across our sales and marketing processes. Their approach was structured, proactive, and solution-oriented. The consultants not only understood our business workflows but also helped us translate them into smart HubSpot automation that has significantly improved our lead handling and engagement tracking. A special thanks to Felipe and Camila for their attention to detail, responsiveness, and commitment to getting things right the first time. We now have a system that’s both scalable and aligned with our growth goals — thanks to their expertise. Highly recommend them to any organization looking for a trusted HubSpot partner to drive CRM and automation success!

ToC made order from chaos

We had a mess. Our legacy version of HubSpot was being used by 2 companies without a separation by brand. Assets were mixed up, hosted in disparate locations, and our contacts were mixed as well. To add to the challenge, we were upgrading to the latest version of HubSpot. ToC came in, inventoried, organized and migrated one business out into their own instance. Along the way they educated the team(s) about the new functionality available to them via the upgrade as well as deleted all the unnecessary data cluttering up our existing portal. ToC showed up with a plan, a positive attitude and a strict adherence to budget and schedule. They had immediate answers to questions that HubSpot support struggled with historically. As a result, we separated on time, on budget, and suffered no negative impacts to our regular marketing activities.

We did the Basics on our own, but came to the experts, TOC, for help

Worked with Sebastian and others over a few months to move our SalesHub implementation to the next level. They were able to be flexible with our schedule and kept the project on track to make continual progress. A combo of regular meetings where I felt understood, followed by clear next steps, notes, and videos to get the work done. Very excited about the many improvements that have been made - would not have accomplished this work without TOC. Thanks!

Fantastic team

I worked with The Operations Company on a new HubSpot build. This encompassed a comprehensive development of our HubSpot instance including data imports, workflow creation, multiple pipeline creation and deep customization of properties on every object. I worked with Margarita and Anthony primarily. They were professional, easy to work with, friendly, diligent, pro-active and deeply knowledgeable. They not only accomplished every task I threw at them, some of which were quite complex, but they gained a deep understanding of our required outcomes and provided creative solutions that got us where we needed to be. If you're looking for a team that has deep expertise in HubSpot, thinks creatively and makes everything easy, I couldn't recommend them enough.

Detailed on boarding with company specific modifications

Anthony was excellent in learning about our business operations and priorities and assisting to implement the necessary modifications in our hub spot CRM and marketing hub. Thank you for your time and efforts. Jorden

Proactive and Knowledgeable Team!

Anthony and Margarita were fantastic to work with; proactive, knowledgeable, and always eager to help. Their expertise accelerated our software training and made the entire process smooth and efficient. Friendly, responsive, and collaborative, they demonstrated outstanding commitment in supporting our success.

First Class Team, First Class Service

Felipe and Cami are an incredible and highly capable team. It's difficult to fully "know" a platform like HubSpot. It is constantly changing and growing in seemingly limitless directions. And yet, Felipe and Cami rarely if ever encounter an issue with which they're not familiar. As others have mentioned, they are also super creative in finding solutions to specific challenges our company faces in organizing our work within HubSpot. They are highly organized sending out agendas, end-of-week recaps and beginning-of-week previews, etc. Perhaps most importantly, they are a joy to work with. Friendly, patient people who role up their sleeves and get in the trenches alongside you like a peer. We are thrilled to be continuing our engagement with them.