Make HubSpot Work For You, Not Against You
Turn your messy, overgrown HubSpot portal into a streamlined revenue engine that your sales and marketing teams actually want to use.
Signs Your HubSpot Needs Help
If you've been on HubSpot for 6+ months and aren't seeing the ROI, you're not alone.
Messy, Unreliable Data
Duplicate contacts, outdated properties, and missing information make it impossible to trust your reports or run targeted campaigns.
Low Team Adoption
Reps are working in spreadsheets because the CRM is too confusing, bloated with required fields, and slows down their day.
Broken Automations
Leads are getting stuck, routing rules are failing, and you have hundreds of active workflows with no idea what they actually do.
The Solution: A Complete Portal Overhaul
We untangle the mess, rebuild the foundation, and optimize your setup for scale.
Comprehensive Audit
We dive deep into your portal to uncover structural issues, misaligned settings, and hidden errors that are dragging down your team's performance.
Data Cleanup & Enrichment
Eliminate duplicates, standardize fields, and enrich missing information to ensure your team is working with reliable, actionable data.
Workflow Overhaul
We fix broken automations and build streamlined, scalable workflows that reduce manual tasks and prevent leads from falling through the cracks.
Reporting Transformation
Transform messy data into clear, board-ready dashboards that give you real-time visibility into your pipeline, revenue, and team performance.
Who This Is For
Our HubSpot Optimization service is designed specifically for VC-backed startups (Seed to Series B) who have been using HubSpot for 6+ months but are struggling with technical debt, poor data hygiene, and inefficient processes. If your GTM motion is evolving faster than your CRM can keep up, we're here to bridge the gap.
Before & After
Before Covert
- • 40% of leads missing crucial routing data
- • Sales reps spending 5 hours/week on manual data entry
- • Leadership relying on exported Excel reports
- • 150+ conflicting active workflows
After Covert
- • 100% automated lead routing and enrichment
- • 95% CRM adoption across the sales team
- • Real-time, trusted board-level dashboards
- • Streamlined, documented automation architecture
Our Optimization Process
A proven methodology to fix your portal without disrupting your business.
Audit & Discover
We map out your current setup, identifying bottlenecks, broken processes, and quick wins to prioritize.
Prioritize & Plan
We create a phased optimization roadmap aligned with your immediate revenue goals and long-term scalability.
Fix & Optimize
Our experts rebuild workflows, clean data, and restructure your portal for maximum efficiency and ease of use.
Train & Adopt
We don't just fix it; we ensure your team knows how to use it with customized training and documentation.
Pricing & Investment
Transparent pricing based on the complexity of your portal.
HubSpot Optimization
Starting at
Includes comprehensive audit, data cleanup, workflow restructuring, and customized training for your team. Final pricing depends on portal size and technical debt.
Frequently Asked Questions
How long does a typical HubSpot optimization take?+
Will this disrupt our current sales and marketing operations?+
How do you handle messy or duplicated data?+
Can you fix our broken lead routing?+
Do you provide ongoing support after the optimization?+
Ready to Stop Fighting Your CRM?
Book a strategy call today and let's discuss how we can turn your HubSpot portal into your most valuable asset.