Case Study

Turning HubSpot into a connected commercial operating system for Fortecho

Growth London helped Fortecho move from a broad CRM implementation to a HubSpot setup that now supports sales, marketing, customer service, annual renewals, finance visibility and multilingual quoting. What began as implementation developed into an ongoing programme of optimisation, automation and specialist HubSpot development.

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A complex commercial journey needed more than a sales pipeline

Fortecho Solutions provides wireless monitoring and protection technology for artworks and other high-value assets. Its customers include museums and public institutions, private collectors and corporate collections, often with installation partners involved alongside the end customer.

Its commercial journey spans technical design, quoting, hardware preparation, installation, commissioning and training, followed by annual software licences, maintenance and ongoing technical support. Fortecho needed HubSpot to connect these stages into a practical operating model for sales, service, finance and marketing.

Building the foundations, then extending them into live operations

Growth London started with structured scoping and implemented the underlying HubSpot CRM model, pipeline and product structures, support and project-delivery workflows, and cleaner handovers between commercial and technical teams.

Marketing Hub configuration and support for LinkedIn and Google Ads campaigns helped Fortecho manage campaigns and attribution within the CRM.

Annual licence and maintenance renewals gained a dedicated process that preserves renewal history and can trigger work for the technical team. Service Hub, Help Desk, ticket routing and notifications were refined through ongoing support as Fortecho brought more day-to-day administration in-house.

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Connecting finance and creating better quotes

Connecting HubSpot and Xero

Fortecho continued to use Xero for invoicing while HubSpot gained better visibility into invoice and customer context. The integration was refined around billing contacts, invoice visibility and tax rates, including using Xero’s UK VAT library with native HubSpot tax handling.

Custom multilingual quote modules

Growth London built Revenue Hub quote modules that retain HubSpot’s native line items while grouping hardware, software and services by product type, with subtotals, discounts, shipping, multilingual labels and native tax totals.

A separate module presents future annual software licence and hardware-maintenance charges without adding them to the current quote total. The presentation also supports regional differences and the French product library.

A CRM that now carries far more of the commercial journey

Fortecho now has a HubSpot environment supporting a broader set of connected commercial processes, while the team has progressively taken more day-to-day ownership internally.

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Connected revenue operations

Marketing, sales, project handover, renewals, support and finance context now sit within a more coherent HubSpot operating model.

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Renewal history preserved

Annual licence and maintenance activity can be tracked without overwriting previous renewal cycles.

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Service in the same CRM

Help Desk and ticket workflows support the technical team alongside the wider customer record.

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Quotes that match how Fortecho sells

Custom multilingual modules present product groups, future annual charges and taxes clearly while retaining native HubSpot line items.

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Paid Media with Attribution

Campaign specific landing pages, with integrated advertising campaigns on LinkedIn and Google Search. all with perfect tracking and attribution.
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Xero & Invoicing Integration

Bi-directional sync of tax profiles, billing contacts and invoices for real-time visibility into client invoice and payment status in the CRM.
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Greater internal ownership

Training, handover and ongoing support help Fortecho manage routine HubSpot work internally while drawing on specialist support.

"One Clear Picture Across the Whole Business"

5-stars

"HubSpot has become an invaluable tool for colleagues right across Fortecho, from sales and engineering to support and accounting. Growth London helped us boil our processes down to clear stages that all interlink at exactly the right moment, so everyone is working from the same picture, and nothing falls through the gaps.

Growth London’s ongoing support has been fantastic. Whenever we have needed something beyond standard HubSpot configuration, they have found a practical solution quickly and helped our own team grow in confidence along the way. We would not hesitate to recommend them."

Services provided:

Service Hub Professional Onboarding, CRM Implementation, HubSpot Onboarding, Revenue Hub Implementation, and Marketing Hub Professional Onboarding
Bettina Dixon, fortecho Bettina Dixon/ Operations & Client Success/ Fortecho Solutions Limited

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