HubSpot Helpers to the Rescue

As our credit union transitions to HubSpot, the support we've received from Geear has been exceptional. Caty, Nick, and Brian are incredibly responsive, knowledgeable, and proactive. They take the time to clearly explain our options and help us make decisions that meet our immediate goals while positioning us for future growth. Their partnership has been invaluable throughout the onboarding process.

A Great Partner in Our HubSpot Journey

Working with Geear has been a really valuable part of our HubSpot journey. As a financial institution (credit union) with a small HubSpot ops team, we came into the partnership with an existing and fairly complex environment that needed a lot of cleanup and restructuring, along with some bigger questions about how we wanted to use HubSpot going forward. Geear has helped us work through all of that while also helping us think more strategically about our long-term plan. A big part of our work together has been navigating our core integration and the member data we bring into HubSpot. Our data and setup aren't always straightforward, and Geear has taken the time to understand our environment and help us make sense of how everything should fit together. They've been especially helpful in working through our data model, objects, properties, current and future integrations, and the overall structure of our CRM. We've also been able to work with them on the bigger picture across both Marketing Hub and Sales Hub. Rather than just helping us build what we ask for, they've pushed us to think about our processes, how our teams should actually use the platform, and how we can build a stronger foundation before continuing to layer on more users and functionality. What I appreciate most about working with Geear is that they're willing to get into the weeds with us. We've had plenty of complicated conversations and challenges along the way, but they've been willing to work through them with us and help us find the right approach rather than just the quickest one. We're still very much on the journey, but Geear has helped us get to a much better place with our HubSpot environment and, more importantly, given us a much clearer path forward. They've become a true partner for us as we continue building out our CRM, marketing, and sales processes.