The Moderate Genius

Seamless HubSpot Setup, Migration & Automation/Workflow Creation

The Moderate Genius was amazing when it came to moving from Zoho CRM to HubSpot. They've ensured data tracking is flawless, have created countless custom workflows for better speed to lead, touchpoints per lead, and pipeline management. Overall they were able to increase our ability to scale from $900k/mo in revenue to $3.2M in revenue in 6 months without our team having to add move VAs or team members to achieve this increase, and rather have the ability to remove people from our team to achieve 3x growth. Would highly recommend working with their team in any capacity when it comes to HubSpot.

Making the Tech work for us

We’ve been working with The Moderate Genius for over three years now, and they’ve been a key part of helping us automate and streamline the tech side of our business. They supported us through a full transition to HubSpot, helped us integrate tools like Kajabi, Zapier, Make, and Slack, and made sure everything works together smoothly behind the scenes. Their support has saved us a lot of time, improved team productivity, and really enhanced the experience for our clients. What we appreciate most is how they break things down into simple steps and make the process feel manageable—even for those of us who aren’t very tech-savvy. They’re responsive, flexible, and easy to work with. We’ve recommended them to many of our colleagues already, and wouldn’t hesitate to do so again—especially for any coach, consultant, or agency that wants their systems to run more efficiently.

HubSpot migration with a team that just gets it.

We worked with The Moderate Genius on a full CRM migration to HubSpot at the start of 2025, and they absolutely delivered. The transition was smooth, the build was clean, and their team was very responsive and adapted to our needs. Our team loves the new setup - it's efficient, and just works. Highly recommend them if you want a no-nonsense partner who gets it right the first time.

Great and very helpful team

TMG is awesome. I'm in the coaching/consulting space, and they helped me setup my entire funnel and flow. Would highly recommend.

TMG is Fantastic

Our team, led by Srdjan, is first class. They are so attentive and on top of everything. Our support calls are organized, and the implementation and speed at which we can move to create new processes and more efficient workflows give us a big advantage. It is a pleasure working with them, and the value add for us is something we cannot imagine not having. Highly recommend this team! Shout out to Bruno, Milos, and Esi as well. Thanks for everything from AdOutreach!

The Secret Weapon Behind Scaling Smarter, Not Harder

For the past eight months, I’ve had the privilege of working with The Moderate Genius on behalf of my client, My Investing Club—and finding a team of this caliber is exceptionally rare. When you're scaling a business, data isn’t just numbers—it’s the fuel for fast, confident decisions. But getting the right data, in the right place, at the right time? That’s where most companies fall apart. Not these guys. Their ability to take complex tasks, multiple integrations, and overwhelming data streams and distill them into a simple, intuitive dashboard has been a game-changer. No fluff, no wasted time—just the metrics that actually move the needle. Now, I’ve built and scaled multiple organizations and offers past $100M+ in revenue across a range of industries, and I’ve worked with more tech teams—both internal and external—than I can count. The team at The Moderate Genius? Hands down, the best. Esi, Jelena, Srdjan, Milos, Bruno, and the entire team have a rare combination of technical brilliance and genuine care for their clients’ success. They don’t just deliver—they overdeliver, every single time. And that’s not something you can fake. If you get the chance to work with them, just do it. The peace of mind, clarity, and speed they bring to decision-making is worth every penny. You can keep struggling with scattered data and inefficient systems—or you can plug into a team that makes scaling feel easy. Your call. Rob Mitchell Founder & Coach, ExecHero

The best of the best

I worked with Margurita on the team and she is absolutely the best. She handled my account with care and was always responsive and communicated super fast. I will be referring business to TMG

Amazing team and support!

Jelena and the Moderate Genius team consistently go above and beyond! They are always super helpful, and they make the whole process of integrating our tech feel so easy and effortless. If you're looking for a reliable team to simplify your tech, I highly recommend them!

Exceptional Service and Expertise Across HubSpot and Beyond

’ve been working with The Moderate Genius for over four years, and they’ve consistently exceeded my expectations. Edward, the owner, is exceptional—always attentive and quick to provide solutions. Our account manager, Jelena, is equally fantastic, ensuring that all our needs are met with precision and care. What sets them apart is their versatility. They don’t just handle our HubSpot needs, but they’ve also been a valuable partner for various martech tools like Zapier, offline conversion tracking, WordPress, ClickFunnels, Databox, and reporting. Their expertise and proactive support have been crucial to our marketing and operational success. If you’re looking for a reliable, knowledgeable, and all-around fantastic HubSpot agency, I can’t recommend The Moderate Genius highly enough.

Incredible Team & Excellent Service

We have had an amazing experience working with Jelena and the Moderate Genius team. They are knowledgeable about our tech stack and provide insights into ways we can streamline our operations. They are highly skilled in all things tech, and their service is top-tier. I highly recommend working with this exceptional team!