A Tailor-Made HubSpot CRM for Mortgage Advisory

Working with WHITEHAT to implement HubSpot at Spitidaneio was an excellent decision. Mortgage advisory is a document-heavy, multi-step process. WHITEHAT took the time to understand how we work, from the first client contact through pre-approval to working with the banks, and designed a CRM around our real workflow rather than a generic template. They built a clear deal pipeline, custom properties and records for client applications, and automations that cut manual data entry and keep every case moving. Our team now has one source of truth for every client, and we have full visibility into where each file stands. The team was responsive, technically strong and easy to work with. They explained their decisions, trained our people and stayed involved after go-live. We’d recommend WHITEHAT to any company that wants HubSpot set up properly for a complex business process. Services provided: CRM Implementation, HubSpot Onboarding, Programmable Automation, Sales Hub Professional Onboarding

A Strategic Approach to Lead Generation & Web Operations

Collaborating with WHITEHAT was an excellent decision. Their structured onboarding process and deep knowledge of HubSpot allowed us to centralize our marketing, refine lead generation strategies, and optimize our web operations efficiently.