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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Service Hub

    Professional

    Unlocks automated ticket routing, Knowledge Base hosting, and advanced SLA management for 21 users.

Key outcomes enabled

  • Leadership gains immediate visibility into service performance and agent capacity through automated dashboards.
  • The support team reduces administrative overhead by automatically logging phone calls and linking Jira tasks to tickets.
  • Institutional knowledge is secured within a searchable Knowledge Base, reducing repetitive enquiries and improving resolution speed.
  • Client reviews are transformed by professional, data driven reports that can be generated without manual spreadsheet work.
  • Service operations are unified with sales and marketing data, providing a complete view of the customer lifecycle.
  • Operational risk is mitigated through a structured migration that preserves familiar email based support journeys for clients.

Why this setup

A configuration matched to your stage of growth, not the loudest tier.

Service Hub Professional is the optimal choice to consolidate Democracy Counts' support operations into a Single Source of Truth. This tier provides the essential Knowledge Base and SLA tools required to migrate extensive documentation and manage tiered workflows without data loss. By integrating phone and Jira activity, the team gains the visibility needed to eliminate manual reporting and improve operational efficiency.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Manual reporting takes days each month

    Capability

    Automated Service Analytics & Dashboards

    Hub

    Service Hub Professional
  • Challenge

    Risk of losing support documentation

    Capability

    HubSpot Knowledge Base Migration

    Hub

    Service Hub Professional
  • Challenge

    Disconnected Jira and Support tasks

    Capability

    Native Jira Integration

    Hub

    Service Hub Professional
  • Challenge

    Manual ticket creation for phone calls

    Capability

    Integrated Telephony & Call Logging

    Hub

    Service Hub Professional