Getting started, optimizing or rolling out at scale: our services cover every stage of your HubSpot, from auditing what you have to training your teams.
HubSpot is far more than a CRM or a marketing tool. Used well, it changes how you work with your prospects, your customers and your teams. Whether you are new to the platform or already use it every day, each service answers a specific stage.
Data, workflows, reporting and adoption under the microscope, then a prioritized roadmap.
CRM architecture, data, processes and automations set up right from day one. Teams trained.
A consultant who grows your CRM with your needs: processes, data, reporting.
Leave your old CRM without losing a single record: history, processes and integrations carried over.
HubSpot connected to your ERP, your business tools and your other CRMs, through connectors or APIs.
Training built around your own use cases, for teams that are truly self-sufficient day to day.
Audit, first rollout or a CRM to take over: we start from where you are and where you want to go, then pick the service. An expert calls you back within one business day.
Talk to an expert →With Copernic, you get far more than a technical rollout: support that starts from your goals and puts HubSpot to full use, from the initial analysis to training your teams.
HubSpot-certified consultants, continuously trained on new features: 130 certifications and 4 accreditations. Proven know-how with 800+ clients, from SMBs to large enterprises.
We take the time to understand your goals, processes and constraints before configuring anything. Automating marketing, structuring sales or making data reliable: every project starts from your reality.
We measure what we put in place and adjust based on results. After go-live, we stay by your side to evolve your HubSpot as your needs change.
Elite Partner and 4 accreditations
CRM Implementation · Onboarding · Data Migration · Solutions Architecture
Our method
Audit, onboarding, migration or training: every engagement moves in three phases, and each phase covers processes, technology and people. A dedicated project manager follows you from the first workshop to go-live, with a project committee and a steering committee.
Understand · Think
Business, functional and technical workshops to understand your model, your processes and your data. Several approaches are compared, one is recommended. Nothing is committed before your written sign-off.
Build · Build
Configuration, data migration, automations and integrations, tested on a real sample before go-live. Your teams are trained on their own use cases.
Steer · Run
Adoption and KPI tracking, fixes, then changes at the pace of your organization: a new team, a new process, a new tool to connect.
What clients say
“Great support from Copernic on every HubSpot topic: Sales and Marketing first and foremost, but also on implementation work for other teams.”
“Ubiflow has called on Copernic for several engagements, from building our website to HubSpot support. Their work is high quality, and so is their advice.”
Scroll →
Reviews translated from French
Key takeaways
Copernic's HubSpot services cover the full lifecycle of your platform: auditing what you have, onboarding, ongoing consulting, migration, integration with your tools and team training.
Every engagement starts from your goals and follows the same method: understand, build, run. You can start with one service and continue with the others, without starting from scratch.
Our services are built for SMBs, mid-sized companies and large enterprises that want to structure their sales, marketing or customer service with HubSpot. More than 800 clients have trusted us with their CRM, in industries as varied as education, real estate, SaaS, manufacturing, banking and insurance.
If you already use HubSpot, an audit is often the right entry point: it shows what works, what holds you back and in what order to act. If you are just starting, onboarding lays the foundations. If you are leaving another CRM, migration comes first. One conversation with an expert is enough to point you in the right direction.
It depends on the service and on your starting point. As a benchmark, a simple migration takes 6 to 10 weeks and a complex one 3 to 6 months. The schedule is set at scoping and approved with you before any configuration.
Every engagement follows three phases: understand your model and processes, build in HubSpot, then steer usage and changes. A dedicated project manager follows you throughout, with a project committee for progress and a steering committee for decisions. Nothing is committed before your written sign-off on the scoping.
HubSpot is a powerful platform, but its value depends on how it is configured and used every day. Expert support avoids structural mistakes that are costly to fix, speeds up team adoption and ties the platform to your sales and marketing goals.
It depends on the service: an audit delivers a diagnosis and a prioritized roadmap, onboarding a CRM configured around your processes, a migration data carried over and checked, training self-sufficient teams on their own use cases. In every case, the goal is the same: a HubSpot your teams actually use and numbers leadership can trust.
Further reading
An expert calls you back within one business day.