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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Formalises the deal-to-contract process with automated sequences and advanced margin-level pipeline reporting.

  • Marketing Hub

    Professional

    Centralises lead generation and uses AI to automate the creation and scheduling of monthly marketing programmes.

  • Revenue Hub

    Professional

    Provides a Single Source of Truth for client renewals, mid-contract changes, and automated contract generation.

  • Service Hub

    Professional

    Centralises support with SLAs and a customer portal to justify contract value through transparent usage reporting.

Key outcomes enabled

  • Leadership gains real-time visibility into total contract value and margins without manual spreadsheet consolidation.
  • The sales team reduces time-to-contract through integrated e-signatures and automated document generation.
  • Marketing execution shifts from manual asset creation to AI-assisted monthly programme scheduling.
  • Support operations are professionalised with automated ticket routing and client-facing self-service tools.
  • Revenue protection is enhanced through automated renewal reminders and proactive contract management.
  • The business establishes a clean, integrated data foundation ready for seamless synchronisation with iPlicit.

Why this setup

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

The recommended configuration for Numo focuses on professionalising the entire customer lifecycle. By combining Sales, Marketing, Service, and Revenue Hubs at the Professional tier, we eliminate the manual 'glue' currently holding your processes together. This stack provides the automation required to scale without increasing headcount and the reporting depth needed to justify your service value to clients.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Difficulty justifying support contract value

    Capability

    Ticket volume and SLA reporting

    Hub

    Service Hub Professional

  • Challenge

    Manual renewal and contract tracking

    Capability

    Revenue Hub contract management

    Hub

    Revenue Hub Professional

  • Challenge

    Inconsistent marketing campaign output

    Capability

    AI-powered campaign automation

    Hub

    Marketing Hub Professional

  • Challenge

    Lack of margin visibility in sales

    Capability

    Custom property calculations and reporting

    Hub

    Sales Hub Professional