US-Based HubSpot Solutions Partner
HubSpot Managed Services for Ongoing CRM Support & Optimization
Get senior HubSpot specialists to manage the day-to-day work inside your portal, from CRM administration and workflow updates to reporting, campaigns, data cleanup, integrations, and ongoing optimization.
Brands We’ve Worked With
Our HubSpot managed services
Everything You Need to Manage and Improve HubSpot
HubSpot CRM Administration
Ongoing management of properties, users, permissions, pipelines, lifecycle stages, lists, and CRM settings so your portal stays organized as your team grows.
Workflow and Automation Management
Build, update, test, and troubleshoot workflows for lead routing, nurturing, internal notifications, lifecycle changes, task creation, and other recurring processes.
Reporting and Dashboards
Build and maintain reports and dashboards for marketing, sales, pipeline, attribution, campaign performance, forecasting, and leadership reporting.
Marketing and Campaign Support
Get hands-on support with email campaigns, forms, lists, landing pages, segmentation, lead scoring, campaign setup, and the HubSpot work behind your marketing calendar.
Integrations and Technical Support
Manage existing HubSpot integrations, troubleshoot sync issues, improve field mapping, and connect HubSpot with platforms such as Salesforce, Slack, n8n, advertising platforms, calendars, and internal tools.
Proven HubSpot Experience
HubSpot Support Built Around RevOps
Managed services give your internal team access to experienced HubSpot specialists who can handle both ongoing requests and more technical problems without adding another permanent role.
100+
HubSpot Portals Architected Since 2016
Our team has worked across HubSpot implementations, audits, integrations, migrations, automation, reporting, and ongoing portal optimization.
27%
Increase in Lead-to-Opportunity Conversion
For a SaaS client, we rebuilt the HubSpot and Salesforce connection with bi-directional syncing, lifecycle tracking, custom fields, and sales alerts, resulting in a 27% increase in lead-to-opportunity conversion.
100%
US-Based Senior Team
Every engagement is handled by experienced US-based consultants. There are no offshore delivery teams or junior handoffs.
Client Testimonials
What our clients say
“Working with The Automation Strategy Group helped us bring structure and efficiency to our sales and marketing operations. The systems they put in place made it easier for our team to work smarter, move faster, and close more business without added complexity.”
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“The Automation Strategy Group guided us through a complex CRM transition with zero disruption to the business. Their approach was methodical, well-planned, and respectful of how our team actually works. The result was a stronger foundation for scale.”
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“They approached our marketing automation challenges with clarity and discipline. From untangling complexity to delivering systems that actually performed, The Automation Strategy Group proved to be a reliable partner focused on real, measurable outcomes.”
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“The Automation Strategy Group re-engineered our ActiveCampaign and Salesforce setup to support our research-driven storytelling model. What was once passive automation now actively supports growth and revenue. The structure is clear, practical, and easy for our team.”
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Cross-Hub Expertise
Managed Services Across the HubSpot Customer Platform
HubSpot works best when its CRM, automation, reporting, and customer data follow the same business processes. Our consultants can manage work across individual Hubs or support companies using several HubSpot products together.
Marketing Hub
Manage campaigns, forms, email programs, segmentation, lead scoring, workflows, attribution, and reporting. We can support both recurring campaign work and the technical setup behind your marketing activity.
Sales Hub
Keep pipelines, deal stages, lead routing, sequences, tasks, forecasting, playbooks, and sales automation aligned with how your team sells. We also help fix CRM processes that create extra manual work for reps.
Service Hub
Manage ticket pipelines, help desk workflows, routing, SLAs, customer feedback, knowledge base processes, and service reporting so support teams can work from a consistent customer record.
Content Hub
Support landing pages, website forms, blog and content tools, conversion paths, and the HubSpot setup behind your website content. We can also help connect content activity with campaigns and CRM reporting.
Data Hub
Maintain data quality, synchronization, automation, datasets, integrations, and data processes across HubSpot and your wider tech stack. We can also support portals that previously used Operations Hub and need help managing newer Data Hub capabilities.
Revenue Hub
Support quotes, subscriptions, billing processes, payments, revenue reporting, and the CRM workflows connected to your quote-to-cash process. We help keep the setup aligned with your sales process and financial systems.
We are an official HubSpot Solutions partner in the United States
Work With a HubSpot Consultant Accredited for Complex CRM projects
The Automation Strategy Group is an official HubSpot Solutions Partner with credentials and specialist accreditations across CRM implementation, service implementation, solutions architecture, custom integration, and CRM data migration.
Our HubSpot credentials include:
- HubSpot Solutions Partner
- HubSpot Solutions Architecture Design Accreditation
- HubSpot Service Implementation Accreditation
- HubSpot CRM Implementation Accreditation
- HubSpot Custom Integration Accreditation
- HubSpot CRM Data Migration Accreditation
- HubSpot Partner Advisory Council 2024
How It Works
Our HubSpot Managed Process
You should not need another layer of account management just to get work completed in HubSpot. Our managed services model gives your team direct access to experienced HubSpot specialists, with clear priorities and ongoing visibility into what is being worked on.
Choose the Right Plan
Select the level of ongoing support that fits your HubSpot workload, team size, and priorities. We can also build a custom plan for larger or more complex organizations.
Send Us Your Priorities
Request work through your private Slack channel. Send us the task, context, and deadline, and our team will review it and get to work.
Bring Your Team Into the Process
Add the people who regularly work in HubSpot, including marketing, sales, operations, and leadership. They can submit requests, answer questions, and stay close to progress without routing everything through one person.
Track Progress and Keep Improving
Most day-to-day requests are completed within two business days. We keep your team updated as work progresses and use strategy sessions to review priorities, solve larger issues, and identify the next improvements to make.
Build or Outsource?
HubSpot Managed Services vs. Hiring In-House
Hiring internally can make sense when HubSpot requires a dedicated resource every day. But many growing companies need a mix of CRM administration, lifecycle strategy, marketing operations, reporting, automation, and technical expertise without needing each skill full time.
HubSpot Managed Services
- Access to specialists across multiple HubSpot disciplines
- Predictable monthly cost
- No recruiting or onboarding period
- Flexible support as priorities change
- Coverage across CRM, automation, reporting, data, and integrations
- Less dependency on a single employee
In-House HubSpot Hire
- Dedicated internal resource
- Deeper involvement in daily company operations
- Fixed employee capacity
- Salary, benefits, recruiting, and management costs
- Expertise depends on the person hired
- Additional specialists may still be needed for complex work
For companies with a steady but varied HubSpot workload, managed services can provide broader platform expertise without building several specialist roles internally.
Straightforward Monthly Plans
HubSpot Managed Services Pricing
Choose a monthly plan based on the amount of HubSpot work your team needs completed. There are no long-term contracts, and larger teams can request a custom engagement.
Entry Point
Standard Plan
$3,500/month
For growing teams that need reliable ongoing HubSpot support.
✓ One active request at a time
✓ Unlimited requests
✓ Unlimited support through Slack
✓ Typical day-to-day task delivery within two business days
✓ 1 hour of strategy consulting each month
✓ Unlimited revisions on completed tasks
Ongoing Partnership
Pro Plan
$5,500/month
For teams with a larger HubSpot workload or more complex marketing operations needs.
Everything in Standard, plus:
✓ Two active requests at a time
✓ 2 hours of strategy consulting each month
✓ Additional capacity for larger HubSpot initiatives
✓ Support across more complex CRM, automation, and marketing operations work
Defined Scope
Enterprise
Custom
For larger teams, complex HubSpot environments, or organizations that need a broader level of ongoing support.
✓ Engagement structured around your team and HubSpot environment
✓ Custom workload and delivery model
✓ Support for complex or cross-functional HubSpot requirements
✓ Dedicated communication and planning
✓ Scope agreed before the engagement begins
100% Satisfaction Guarantee
If a completed task does not meet the agreed requirement, we will revise it until it does.
Nationwide HubSpot Support
HubSpot Managed Services for Companies Across the United States
The Automation Strategy Group is based in Boston and provides ongoing HubSpot support to B2B companies across the United States. Our senior consultants work remotely with marketing, sales, service, and RevOps teams that need experienced HubSpot support without adding another full-time platform hire.
Whether your team is based in Boston, New York, Chicago, Atlanta, Dallas, Denver, Los Angeles, or elsewhere in the US, you work directly with the same senior consultants responsible for managing and improving your HubSpot portal.
Who we work with
HubSpot Managed Services for B2B Teams
Our managed services are designed for companies using HubSpot as part of their day-to-day sales, marketing, service, and revenue operations. We support teams that need more than occasional troubleshooting and want experienced specialists who understand both HubSpot and the business processes behind it.
B2B SaaS
Manage demo requests, lifecycle stages, lead scoring, product-led journeys, sales handoffs, pipeline reporting, renewals, and campaign automation as your go-to-market motion grows.
Healthcare
Support patient or client enquiries, referral workflows, marketing campaigns, lead management, service processes, reporting, and the HubSpot administration needed by healthcare and health-tech teams.
Education
Manage enquiry and admissions workflows, event follow-up, segmentation, email campaigns, lead routing, reporting, and ongoing CRM administration for education and training organizations.
Financial Service
Maintain lead management, segmentation, workflows, CRM data, sales processes, campaign execution, and reporting for financial services teams using HubSpot across marketing and business development.
Our HubSpot Team
Why Companies Choose The Automation Strategy Group
Automation Strategy Group is a US-based, senior-only consulting team that has worked with marketing automation and CRM platforms since 2016. Our clients work directly with experienced consultants who understand how HubSpot fits into the wider sales, marketing, and operations process.
US-based Senior Consultants. HubSpot Solutions Partner since 2016.
Senior-Only Consulting
Your migration stays with experienced consultants throughout the project. The people involved in discovery remain involved during mapping, testing, and launch.
Direct Access
Work directly with the specialists managing your portal through Slack and scheduled strategy sessions, without an account management layer sitting between your team and ours.
Strategy and Execution
We can advise your team on the right approach and then make the changes inside HubSpot. You do not receive a strategy document and get left to implement it yourself.
Cross-Platform Experience
Our team works across HubSpot, Salesforce, ActiveCampaign, Eloqua, integrations, and supporting marketing technologies, which matters when HubSpot is only one part of your revenue stack.
Frequently Asked Questions
HubSpot Managed Services FAQs
What are HubSpot managed services?
HubSpot managed services provide ongoing administration, technical support, and optimization for companies that already use HubSpot but need experienced specialists to manage the platform. This can cover everything from CRM updates and workflows to reporting, campaigns, integrations, and data management.
What is included in HubSpot managed services?
Our HubSpot managed services include CRM administration, workflow management, reporting, dashboards, data cleanup, campaign support, lead scoring, sales automation, integrations, troubleshooting, and ongoing portal optimization. The exact work depends on your HubSpot setup and your team’s priorities.
How much do HubSpot managed services cost?
HubSpot managed services from The Automation Strategy Group start at $3,500 per month for our Standard plan. Our Pro plan costs $5,500 per month, while Enterprise engagements are priced based on portal size, workload, technical complexity, and required support.
What is the difference between HubSpot managed services and HubSpot consulting?
HubSpot managed services provide ongoing support and execution, while HubSpot consulting is usually focused on a specific strategy, challenge, or project. With managed services, our team continues working with you each month to administer, troubleshoot, improve, and support your HubSpot portal.
Are HubSpot managed services cheaper than hiring in-house?
HubSpot managed services can be more cost-effective than hiring in-house when your company needs expertise across CRM administration, automation, reporting, integrations, and data management but does not need several specialists working full time. An in-house hire may make more sense when you have enough daily HubSpot work for a dedicated internal role.
Can you manage an existing HubSpot portal?
The Automation Strategy Group manages existing HubSpot portals for companies that need ongoing support, even if we did not implement the original setup. We can review how your portal is currently configured, understand the existing workflows and processes, fix immediate issues, and then take on ongoing administration and optimization.
How quickly are HubSpot requests completed?
Most day-to-day HubSpot requests are completed within two business days. Larger projects involving integrations, data migrations, complex workflows, or CRM architecture may take longer depending on the scope of the work.
Can you work alongside our internal marketing or RevOps team?
The Automation Strategy Group works alongside internal marketing, sales, and RevOps teams as an extension of their existing resources. Your team can continue owning business priorities while our HubSpot specialists handle the platform work, troubleshooting, technical execution, and ongoing improvements.
Do HubSpot managed services include strategy and training?
Our HubSpot managed services include scheduled strategy support alongside ongoing execution. We can also train your team when new workflows, CRM processes, reports, automation, or HubSpot features change how they work inside the platform.
Stop Letting HubSpot Tasks Sit on Your Team’s To-Do List
Give your marketing, sales, and RevOps teams direct access to senior HubSpot specialists who can handle the administration, automation, reporting, integrations, and ongoing improvements needed to keep your portal working properly.
Tell us what is slowing your team down in HubSpot. We’ll review your priorities and help you determine whether managed services are the right fit.
- 30-minute consultation
- US-based senior HubSpot consultants
- No long-term contract