Coursinity faced ROAS tracking issues due to disjointed sales data and poor HubSpot usage, including misused objects and lack of activity logging.

Ejari team faced key HubSpot challenges, including a disconnected sales and qualification process with no clear handoff. Activity history wasn’t syncing across records, limiting visibility.

MyTable needed a HubSpot setup to align team roles, sales pipelines, and reporting. Their focus was on classifying reps by function, building role-based pipeline stages, and creating clear activity and deal reporting.

Empora Title’s HubSpot was overwhelmed by a cluttered pipeline, poor data, and excessive automation. Broken content and 280,000+ auto-generated tickets added to the chaos. They needed structure, clearer processes, and smarter systems.

Zamakhchary & Co. (Z&Co.) needed to implement a CRM system from scratch to centralize their client and contact management.They also needed to enable marketing automation and train their internal team on how to properly utilize various sales and marketing tools.