Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Service Hub
EnterpriseEnables advanced permissions and custom objects to manage non-linear client journeys and sensitive safeguarding data.
Data Hub
ProfessionalGoverns the migration from the legacy Salesforce package and keeps client, referral and property records clean at scale - data quality automation, deduplication and formatting rules, plus the sync and datasets needed for safeguarding, funder and board reporting from a Single Source of Truth.
Core Users
CoreProvides 50 commercial and service users with full access to the Single Source of Truth.
Key outcomes enabled
- Frontline staff gain a unified view of client history, risk status, and support objectives without duplicate entry.
- Property teams benefit from automated maintenance routing and streamlined rent arrears management.
- Leadership accesses real-time dashboards on service demand, refuge occupancy, and unmet need.
- Information governance is strengthened through hierarchical team structures and restricted safeguarding access.
- Administrative burden is reduced by connecting helpline contacts directly to service referral pipelines.
- The organisation gains a scalable platform that supports evidence-based funding and strategic service expansion.
Why this setup
A configuration matched to your stage of growth, not the loudest tier.
The recommended configuration addresses the high-stakes nature of Sonas's work by providing advanced governance and custom data structures. This setup ensures that complex client journeys and property lifecycles are managed within a single, secure environment that scales with the organisation's refuge footprint.
Software subscription
HubSpot seats and licence pricing.
Subscription
List price
August pricing (40% not-for-profit discount)
Service Hub Enterprise (12 seats)
€1,800 per month
€1,080 per month
Data Hub Professional (includes 1 Core Seat)
€790 per month
€474 per month
Core Seats (52 seats)
€3,900 per month
€2,340 per month
Total subscription
€6,490 per month
€77,880 per annum
€3,894 per month
€46,728 per annum
Total software savings
€2,596 per month · €31,152 per annum
HubSpot software subscription is paid directly to HubSpot and sits outside the Forbidden implementation investment. August pricing (40% not-for-profit discount) is subject to sign-off within the discount window.
Capability mapping
How the platform supports your business goals.
Business challenge
Capability enabled
Recommended Hub
Challenge
Fragmented safeguarding data
Capability
Advanced permissions and hierarchical teams
Hub
Service Hub EnterpriseChallenge
Manual property workflows
Capability
Custom objects and workflow automation
Hub
Service Hub EnterpriseChallenge
Duplicate referral entry
Capability
Cross-object automation and unified pipelines
Hub
Service Hub EnterpriseChallenge
Limited reporting visibility
Capability
Advanced reporting and custom dashboards
Hub
Service Hub Enterprise



