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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Service Hub

    Enterprise

    Enables advanced permissions and custom objects to manage non-linear client journeys and sensitive safeguarding data.

  • Data Hub

    Professional

    Governs 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

    Core

    Provides 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.

  • 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.

  • Challenge

    Fragmented safeguarding data

    Capability

    Advanced permissions and hierarchical teams

    Hub

    Service Hub Enterprise
  • Challenge

    Manual property workflows

    Capability

    Custom objects and workflow automation

    Hub

    Service Hub Enterprise
  • Challenge

    Duplicate referral entry

    Capability

    Cross-object automation and unified pipelines

    Hub

    Service Hub Enterprise
  • Challenge

    Limited reporting visibility

    Capability

    Advanced reporting and custom dashboards

    Hub

    Service Hub Enterprise