Bring structure and visibility to your pipeline, projects, and client relationships

We worked with Qualis Flow to restructure and optimise HubSpot so it could act as a more reliable central platform for marketing, sales and customer success. The project focused on improving the underlying CRM structure, data quality and team processes, while creating a clearer way to manage the customer journey from first contact through to opportunity, customer and renewal.

A new lifecycle and target-audience framework was introduced to support better segmentation and lead prioritisation, alongside clearer definitions for marketing and sales handovers. Lead source tracking and lead scoring were improved, data enrichment and import processes were standardised, and CRM records and views were simplified to make the portal easier to use day to day. 

On the sales side, pipelines were simplified and standardised, meeting types and data-entry practices were clarified, and a new Projects custom object was introduced to connect external project information with relevant companies, contacts and opportunities. Marketing gained stronger foundations for attribution, campaign tracking, segmentation and automation, while customer success processes were extended with a renewal pipeline and Help Desk setup.

The result is a more structured and consistent HubSpot environment with better visibility across teams, more reliable data for reporting and decision-making, and clearer processes for managing leads, opportunities and customers.

Bercleys Properties is a London-based property management and investment company with over 30 years of experience in the industry. Managing a diverse UK portfolio, they provide high-quality accommodation and long-term value for residents, landlords, and local authorities. Having recently purchased HubSpot Sales Hub, the team required expert support to configure the system around their unique property management and rental uplift processes.

Growth London delivered a partner-led Sales Hub onboarding, building a tailored data model for tenants, properties, and deals. We implemented a structured pipeline to manage rent uplifts, with automated tasks and reminders for property managers, housing benefit, and universal credit checks. Custom reports and dashboards now give Bercleys clear visibility into rent reviews, arrears, and deal velocity, while ensuring compliance and consistency across their team.

Evans Electrical is a leading UK electrical contractor specialising in commercial installations, design, and maintenance across sectors such as education, healthcare, and industrial facilities. The company had been managing its sales process through spreadsheets and manual email tracking, which made it difficult to monitor opportunities, measure conversion rates, and maintain consistent visibility across projects and accounts.

Growth London implemented HubSpot Sales Hub to centralise Evans Electrical’s data and modernise its sales management process. We configured pipelines and lifecycle stages for estimating and job tracking, introduced company type segmentation, and delivered hands-on training for the estimating and sales teams. With connected email and meeting tools, automated activity logging, and improved reporting dashboards, Evans Electrical now has a structured CRM foundation that enhances visibility, accountability, and operational efficiency across the business.

SPA Ltd (Stephen Parsons Associates) is a leading UK provider of commercial property maintenance services, working with major landlords, facilities managers, and property consultancies such as Savills and Legal & General. Before engaging Growth London, the team had implemented HubSpot Starter but lacked a structured approach to managing contacts, deals, and marketing activities. They wanted to make better use of the platform for outreach, reporting, and customer communication while preparing to scale their sales processes.

Growth London delivered a tailored Sales Hub onboarding project, including CRM setup, data import and cleaning, and sales pipeline configuration. We integrated HubSpot with Outlook and Lusha for prospecting, built custom reports and dashboards, and provided training on sequences, task management, and contact segmentation. Following an upgrade to Sales Hub Pro, SPA now benefits from automation, advanced reporting, and a centralised CRM that improves visibility and efficiency across the business.

Muse Architects is a Manchester-based architecture studio delivering bespoke residential and commercial projects across the UK. As enquiries grew through its website, social media, and local directories, the team needed a more efficient way to manage inbound leads and follow-ups. Manual email responses and call scheduling were consuming time and causing missed opportunities. Muse partnered with Growth London to implement HubSpot Sales Hub Professional and automate key sales workflows.

Growth London set up automated sequences for Facebook and Google leads, integrated Calendly for call booking, and connected Google Sheets via Zapier to ensure new enquiries automatically flowed into HubSpot. We also created follow-up sequences for quotes and campaigns for key clients, helping nurture high-value prospects. With these automations in place, Muse Architects now runs a streamlined sales process that saves time, improves responsiveness, and supports continued growth.

Fathom Architects is a London-based design studio known for delivering elegant, contextually sensitive architecture across residential, commercial, and cultural projects. As the studio’s client base expanded, Fathom sought a better way to manage contacts, opportunities, and marketing within HubSpot. Their CRM setup had grown organically, with unclear lifecycle definitions and inconsistent lead tracking, making it difficult to segment contacts or measure engagement effectively.

Growth London restructured Fathom’s HubSpot Marketing and Sales Hubs to align with their business development process. We mapped out ideal customer profiles (ICPs) and personas, redesigned lifecycle and lead status stages, and introduced structured pipelines for opportunities and pitching. Data was cleaned and enriched for segmentation, while dashboards were built for visibility across marketing and sales activity. Fathom now benefits from a clearly defined CRM structure that supports targeted communication, accurate reporting, and long-term client relationship growth.