HubSpot Smart CRM: implementation by experts

HubSpot CRM for sales reps

HubSpot's CRM is easy to use, so you no longer have to update reports by hand or guess how your team is tracking against its targets. Segment and automate your CRM data to lift your own performance and your team's.

HubSpot CRM for marketers

HubSpot CRM goes further than many CRMs, with free tools for all your marketing operations: lead generation, email marketing and campaign creation. That lets you grow your database significantly.

HubSpot CRM for customer service

HubSpot CRM makes it easy to manage customer communications with simple tools, so your team can focus fully on the customer experience. Loyal customers mean more revenue.

Contact tracking

Generate qualified leads with email tools, forms and call-to-action buttons. Track contact activity on your website and spot new prospects.

Sales pipeline

Analyze the performance of your sales cycle. With HubSpot CRM you can customize your pipeline, track and optimize your sales process, steer your sales team and close deals fast.

Lead scoring

Manage prospect information in one central database. Track and segment your leads, score them, see their full interaction history and fine-tune your communications.

Conversation guide

Guide your teams with conversation playbooks and resources, so they can handle tricky topics proactively and on their own.

Reporting & dashboards

See at a glance which actions drive revenue, with custom dashboards and reports built around your goals.

Satisfaction surveys

Run customer satisfaction surveys to measure how well your products, services and experiences match what your customers expect. Use the results to pinpoint strengths and weaknesses.

Productivity

Raise your productivity

HubSpot's Hubs offer a range of powerful tools for contact management, marketing automation, sales management and performance analysis. But configuring them can be complex and takes deep expertise to get the most out of them.

We configure HubSpot CRM around your company's goals and the way you work internally. A successful, well-managed implementation makes your marketing and sales efforts more efficient and more productive.

Processes

Streamline all your processes

Working with us, you get our expertise and experience to optimize your processes, make your company more efficient and reach your goals. For over 10 years we have been a HubSpot CRM integrator, rolling out 800+ CRM strategies.

We work closely with our clients to understand their specific needs and build tailored strategies. Whether you are an SMB or an established company looking to sharpen your marketing, your sales processes and your customer service, we support you at every step.

Alignment

Align your sales, marketing and customer service teams

HubSpot CRM is more than a CRM: it is one global platform shared by marketing, sales and customer service, which keeps teams aligned.

We bring our expertise to align your marketing, sales and customer service teams.

Working with us, you get better coordination between teams, smoother communication, more efficient internal processes and, ultimately, stronger sales results. We help you align your marketing actions with your sales force around one CRM.

Understand · Think

Understand your specific needs

We work closely with your teams to understand your goals, how you operate internally and your processes.

Configure · Build

Configuration and integrations

We configure HubSpot CRM around your goals and connect your everyday tools so data flows smoothly and automatically.

Steer · Run

Long-term adoption and follow-up

We support you all along the way, so your teams get the full value of the platform and your usage stays optimized.

Align marketing & sales teams

We help you define a service level agreement, unify your processes and prioritize how leads are handled. Remove friction between your teams by aligning them around one single tool: HubSpot.

Align marketing and sales

HubSpot integration

Streamline your processes, centralize your data and give your customers a better experience. We connect your everyday tools to HubSpot so data flows smoothly and automatically.

Connect my tools to HubSpot

CRM customization

Unlock the full power of HubSpot with a platform configured around your needs and goals. With custom views, your teams can tailor the tool to see the information that matters to their work at a glance.

Our HubSpot onboarding services

What clients say

A CRM set up right.
Support that lasts.

Hands-on, close support

“The journey with Copernic isn't over, but one year in we've already made huge strides! If you want close, flexible support and advice whenever you need it… this is the team for you!”

J. BourguignonTissus Gisèle · Retail

A smoother implementation

“Implementing a CRM is a delicate, tedious job, but everything runs more smoothly with them. Their expert advice is invaluable and everything is moving in the right direction.”

A. RobertAMRA Immobilier · Real estate

End-to-end follow-up

“The Copernic team, Brice in particular, is supporting us from A to Z on our CRM migration. It's not one-off help, it's real follow-through.”

A. MilinInvestissement Locatif · Real estate

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Reviews translated from French

FAQ: HubSpot CRM

Yes, HubSpot offers a free CRM, and every Hub comes in a free version and paid editions. The free version is enough to centralize contacts, companies and deals. As soon as you want to automate, customize your processes or steer in detail, you need a higher edition: that edition choice is best scoped before you buy.

Smart CRM is the shared foundation: contacts, companies, deals, tickets and their history. Each Hub builds on it for a specific function: Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub and Revenue Hub (formerly Commerce Hub). AI agents are managed from Agent Hub. That way, every team works on the same data.

It depends on the number of Hubs, the processes to model, the data to migrate and the tools to connect. A well-scoped first phase can be up and running quickly; a multi-team rollout with integrations takes several stages. See our HubSpot onboarding page.

Yes. Contacts, companies, deals, tickets and part of the history can be migrated from Salesforce, Pipedrive, Zoho, Sellsy or an Excel file. We recommend cleaning up before you migrate: outdated data carried over as is pollutes the new CRM from day one. See our HubSpot migration page.

Yes, provided the architecture is designed before configuration: data model, custom objects, permissions, teams and ERP integrations. Enterprise editions add custom objects and complex pipeline management. See HubSpot for mid-sized and large companies: the 7 decisions to make (in French).

To avoid recreating your old tool's flaws in HubSpot. A partner brings a method (diagnosis, design, rollout, adoption) and experience from comparable projects. Copernic is a HubSpot Elite Partner: 10+ years of experience, 800+ clients supported, a 4.9/5 rating from 300+ reviews on its HubSpot partner profile, and four HubSpot accreditations (CRM Implementation, Onboarding, CRM Data Migration, Solutions Architecture Design).

800+ clients trust us.

A CRM project?
Let's talk numbers.

For over 10 years, Copernic has helped companies structure, integrate and transform their HubSpot CRM.

Active in demanding industries such as education, real estate, SaaS, manufacturing and banking and insurance, we combine consulting, data, RevOps and artificial intelligence to structure your processes, automate your operations and steer your performance.

The result: a CRM your teams adopt, aligned with how they work and built to deliver measurable growth.

Hubspot CRM implementation accreditation

HubSpot Elite partner

Solutions Partner Program

Hubspot Onboarding Accreditation

CRM Data Migration

Solutions Architecture Design

HubSpot CRM: the all-in-one platform

Your customers have a story.
HubSpot keeps all of it.