CRM Setup - Helps2

CRM Setup That Turns Contacts Into Customers

Build a clean, automated revenue engine from day one. Helps2 provides end-to-end CRM Setup that aligns marketing, sales, and service—so every interaction is tracked, every follow-up is automated, and every dollar is visible. If you’re evaluating CRM setup services or need expert Hubspot CRM setup and support, you’re in the right place.

Practical CRM—planned for people, built for scale

Most teams outgrow spreadsheets and stitched-together tools. Our CRM Setup programs give you a single source of truth, clear processes, and automation that saves hours every week. From lead capture and scoring to pipelines, deals, and reporting, we design a system that mirrors how your team actually works. Whether you’re new to Hubspot CRM setup or migrating from another platform, Helps2 configures the foundation and trains your team to win with it.

As a purpose-driven partner, we deliver outcomes—not just logins. Our CRM management and setup approach blends strategy, implementation, and coaching so adoption sticks and ROI compounds.

Services Snapshot

It’s more than just organizing your contacts: we build what’s right for you.

HubSpot CRM Setup

End-to-end Hubspot CRM setup: architecture, data migration, workflows, integrations, dashboards, and training. Optional Hubspot CRM setup and support retainers for continued optimization.

CRM Management and Setup

Ongoing CRM management and setup: admin updates, new automations, pipeline tuning, list hygiene, and reporting enhancements as your funnel evolves.

RevOps for Growth

Campaign attribution, lead scoring, sales enablement assets, and lifecycle automation that connect marketing to revenue—beyond baseline CRM Setup.

What you get with Helps2 CRM Setup

Clean Architecture & Data

We map objects (Contacts, Companies, Deals, Tickets), properties, and lifecycle stages—then clean and normalize your data. A smart CRM Setup starts with a schema that’s easy to use and hard to break.

Sales Process You Can Follow

We translate your real-world sales steps into pipeline stages, SLAs, tasks, and notifications. With our CRM setup services, team members know exactly what to do next—and managers can finally see the pipeline clearly.

Automation That Saves Time

We build workflows for lead routing, hand-offs, reminders, lead scoring, Nurture/Win-back, and Service escalations. This Hubspot CRM setup and support is designed to remove manual work and missed follow-ups.

Reporting That Drives Decisions

Custom dashboards for leadership, marketing, and sales: MQLs/SQLs, win rate, velocity, source attribution, revenue per campaign. Our CRM management and setup ties every initiative to a KPI.

Integrations That Just Work

Connect forms, calendars, chat, ecommerce, and billing. With Hubspot CRM setup (and any CRM setup), we routinely integrate Google/Outlook, Calendly, Stripe, Shopify, Facebook/Instagram Lead Ads, LinkedIn, Gravity/Typeform, and Zapier—so your stack acts like one platform.

Leslie Maniotes

Owner, Guided Inquiry Design

Gabby and her team are simply top notch. She has what it takes to get you to the next level and fast. Her broad depth of knowledge of the industry enables her to super easily flex with whatever your specialized need is. She is personable and responsive. She quickly became a member of our team.

I also love that she relies on data and results and wastes no time getting the results you are after. I am definitely going to continue to use her services whenever possible!
Leslie

Cathy Del Fante

Director, Central Coast College

Helps2 developed our website over 4 years ago and we couldn't be happier! After the successful launch of our website, we had them take over our social media, which really blossomed after that. They "get us" and what our school and students are about and they are able to post relevant and interesting content which is driving more traffic to our website. Recently they have taken over our SEM campaigns and we are equally impressed. The Helps2 team is responsive to our needs and can make updates, as well as changes, for us rapidly. I highly recommend them for your marketing needs.

Evan Baker

Musician, The Analog Affair

I personally use Helps2's advice in one way or another all the time and I’m confident that it is what has helped my band reach over 150,000 average monthly listeners on Spotify and establish a larger foothold online.

Regina Williams

Owner, Above the Wave Life Coaching

"When I first began working with Helps2, I was at a total loss to know how I wanted to proceed on getting my book done and my Life Coaching business up and running. I can't express my gratitude for all their help and encouragement. Without them my business would not exist. If you need help in all areas of your business then Helps2 is the company for you! Thank you to the Helps2 team from the bottom of my heart!"

Tina & Gerry Heldrich

Owners, Cat’s Eye KC Cattery

One might think that having a quality website built would be easy as it's the age of tech. Sure you can try and fumble through building your own as I've tried before, but when it comes to marketing it correctly and having a professional touch that is where you need real expertise. We were impressed and thankful with Helps2. You just can't go wrong having Gabby and her team help you with any tech needs you may have.

Jeanice Cummings

Founder, UWin Working With Me

I have had the pleasure of working with Helps2 for over a number of years. It is my belief that Helps2 holds itself to a high standard of excellence and deeply cares about its customers. I am honored to be a part of their customer base and will continue to seek their assistance, encouragement, and professionalism.

The Helps2 Difference

Your hands-on CRM partner—not just an installer

There are plenty of vendors who “turn on” a CRM. We do more. Helps2 designs a human-friendly CRM Setup that teams actually adopt, then we stay with you to optimize as you grow.

What makes our CRM setup services different:

Process first, platform second: We workshop your marketing and sales motions, then configure the CRM to fit them.

Adoption built in: Simple interfaces, clear playbooks, and targeted training for admins, reps, and leaders.

Full-funnel lens: Marketing, sales, service, and ops—aligned. Our Hubspot CRM setup and support pulls every team into the same source of truth.

Transparent results: Dashboards that show activity, quality, and revenue so you can coach, prioritize, and forecast with confidence.

If you need pragmatic, fast, and scalable CRM management and setup, Helps2 is the partner that meets you where you are and builds for where you’re going.

Why We Exist + -

We help underdog brands compete with enterprise-level tools configured for real-world teams. Our CRMsetup services prioritize clarity, adoption, and revenue impact.

The Way We Work + -

Simple beats complicated. We remove unnecessary fields and clicks, reduce noise, and build workflows that guide the next best action.

Effective Solutions + Real Results + -

Expect cleaner data, faster follow-ups, higher conversion rates, and confident reporting. With our Hubspot CRM setup and support, improvements keep compounding.

Creating Creative Community + -

We collaborate with your internal team and partners across marketing, sales, and service to make the CRM the heartbeat of your go-to-market.