Great to Partner With

I can't say enough good things about ClearPivot. They are a great company to work with. They really helped us on two occasions: Marketing Hub and Sales Hub. We initially used them to look at our HubSpot instance to make sure it was set up correctly, as we did a rebrand and changed URLs slightly. Their team not only helped us with that, but also walked us through our lead process and mapped that out for us, to make sure the leads that were coming in were going to the correct location, of which we had 50 plus. We then worked with them to implement SalesHub, and they not only came in and worked with us to align with how our leads were coming in (from several different sources), but also lead training sessions with our sales people for them to get the most out of SalesHub.

Exceptional HubSpot Guidance and Support Throughout Our CRM Migration

Andrew was absolutely wonderful to work with throughout our CRM migration and onboarding process. He was incredibly helpful in getting us set up with our Seats: Sales, Revenue Professional, and Core Seats, and his knowledge of the HubSpot platform was truly impressive. What stood out most was Andrew’s ability to understand our business and help us figure out the best ways to use HubSpot to meet our needs. He was patient, knowledgeable, and always willing to answer our questions. He made me feel like there was never a “stupid” question, which made the entire learning process so much more comfortable and enjoyable. Andrew was not only an expert in the platform, but also a genuinely wonderful person to work with. He made what could have been a stressful and overwhelming experience feel easy, positive, and even fun. We are incredibly grateful for his guidance and support and would highly recommend Andrew to anyone going through a HubSpot migration or onboarding process.