Centralise

Helpdesk implementation

I had a fairly drawn-out experience of trying to implement a CRM.....previously Salesforce (>10 years ago), then HubSpot. I was struggling to find an approach that closely mirrored our existing (Outlook) workflows, or could add value by integrating with our ERP, and had gone through a couple of consultants already. Centralise suggested a move to Service/Helpdesk rather than Sales, which was something I was not familiar with. Holding the teams hand through design, initial build and onboarding we have eventually arrived at an approach that works for us.....still plenty more to do, but we made it at last with their help !

Great implementation & Support

Centralise have helped massively in transforming our implementation of HubSpot. The team are great at picking up on our needs and finding practical solutions within the platform. Super responsive and always helpful, it's been a pleasure working with them :)

Centralise Made a Complex Project Simple and Stress-Free

Centralise really helped us get on board with HubSpot. We dipped our toes before, but using Centralise to get us onboard properly meant that we have hit the ground running! Vik, in particular, really helped me when it came to setting up all my marketing workflows and sales & leads pipelines. She answered all the annoying questions I sent her all the time! And was absolutely fantastic throughout! Her way of communicating was clear, accurate, and helpful. She also recorded everything so that I could watch the videos back, which for someone like myself has been brilliant! Consistent follow-ups and check-ins made everything so much easier to manage! Centralise turned what could have been a difficult, complex and stressful process into something straightforward, easy to follow, and genuinely valuable for helping our business move forward.

HubSpot Onboarding & Setup Support – Excellent Guidance from Lorena

Lorena has been instrumental in supporting the initial onboarding and setup of our HubSpot portal. From the outset, she has been highly knowledgeable, approachable, and responsive, helping us understand how best to structure the platform around our specific requirements. She took the time to listen to how we operate as a business and was adaptable in tailoring the setup to suit our processes. Lorena explained things clearly, provided practical solutions where needed, and ensured we felt confident using the system as we progressed through the onboarding stages. Her support has made the transition into HubSpot much smoother, and it has been a pleasure working with someone so informative and professional throughout the process.

Onboarding as it should be!

I've had a fantastic experience working with Centralise. Working in onboarding myself, I know what really matters and Viktoria delivered an absolute master class. She was always available, her responses were quick, detailed, and friendly, she recorded everything we needed, plus it was a really fast turnaround for everything! I work in the sales and marketing department, but I also do a lot of work with operations, so I got to see a lot of the system in action and what's been delivered has been an absolute dream. Many thanks to Viktoria and team!! I would absolutely recommend your services.

CRM Migration from Salesforce to HubSpot

We moved from Salesforce to HubSpot in just four months and honestly couldn’t be happier with how it went. The team really listened to what we needed, kept the project tight, and made the whole thing feel easy from start to finish. The benefits to the business have been huge already. Massive shout out to Ben and Bron, who really brought our ideas to life and made sure everything worked the way we’d imagined — brilliant to work with and a top job all round.

Superb team particularly Viktoria.

Centalise are incredibly competent and have held our hand throught the migration process. Very responsive and really went the extra mile to make everything easy for us. Happy to recommend.

Incredible support from start to finish

Vik helped me build a customer success dashboard which is going to be fundamental to how we monitor asset flows and service clients. Her support and guidance was fantastic, and she's been a pleasure to work with and get to know.

Sales Hub Implementation & Support - Tom Was Brilliant!

We engaged Centralise to support our setup of HubSpot Sales Hub, and the experience was excellent. As a business, we have a large number of variables that need to be accounted for to ensure the sales function works effectively for the entire team, as well as for me as the manager. Tom and Bron took the time to truly understand our requirements and worked hard to find practical solutions and workarounds where needed (HubSpot definitely has a few quirks!). Having worked with another HubSpot partner previously, I can confidently say Centralise are leaps and bounds ahead. A special thanks to Tom for his ongoing help and support throughout the process.

Vik & Liv changed my life

Working with Centralise has really delivered huge benefits in a few short months. Vik & Liv have been amazing and pivotal in our success. Liv got straight under the bonnet to identify our needs and helped us to see the wood for the trees with a clear strategy and approach. Then, on the day-to-day delivery, Vik is such a capable, kind, amazingly brilliant expert, who has genuinely brought me joy and reassurance in scenarios that I find very stressful and complex. We're so much further forward with our CRM strategy and look forward to a continued partnership with Centralise.