Centralise

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.

Excellent HubSpot Optimisation and Implementation Support

We recently engaged Ben to support the optimisation of HubSpot for our organisation, and the results have been fantastic. Ben had previously worked with us and delivered exceptional value, so we didn't hesitate to reach out when we were ready to further build internal capacity. From the outset Ben was professional, responsive and genuinely invested in understanding our needs. He led discovery sessions, clearly confirmed scope, delivered a suite of automations, triggers and pipelines, and reports that have significantly improved our grants, leads, events and service ticket processes. Ben consistently checked in throughout the process, ensured deliverables aligned with desired outcomes and made complex HubSpot functionality accessible to our team. Staff are thrilled with the outcomes, and the improvements have already made a meaningful difference to how we work. We highly recommend Ben and the team at Centralise, and are confident we'll be engaging him again in the future.

Great Experience!

Alex was such a pleasure to work with. She helped us set everything up properly in the system and was extremely helpful in training our team. Would absolutely recommend her to anyone looking for a painless process!

Excellent migration support

Ben and the team were excellent in supporting our migration from Close to HubSpot. They mapped out a plan and got us set up, department by department over a 3 month period battling some complex data migration challenges from our legacy application. They gave good advice and helped us feel confident in managing a lot of the system ourselves. We were very happy with the service and the outcome of our combined work.