HubSpot CRM, Set Up to Fit How Your Team Sells
Your sales team should be selling, not feeding the CRM. We design HubSpot around how your team actually works, then connect it to your ERP, accounting, and online store.
Why sales teams choose Havi to set up HubSpot
Built around your sales process
We map how your team actually sells, then design HubSpot around it. Adoption follows the design.
AI where it earns its place
HubSpot's Breeze AI can do a lot. We help identify what saves your reps time and what simply creates noise.
Connects to your ERP, accounting, and online store
HubSpot is the front office. Odoo, Dynamics, Xero, MYOB, Shopify: we connect the back. One accurate view.
One partner from setup to scale
We do not disappear after go-live. As HubSpot ships and your business changes, we keep your setup current.
What is HubSpot CRM?
HubSpot CRM is the cloud platform your sales team works in every day: contacts, deals, pipelines, sales automation, and AI for sales.
With 10+ years setting up CRM and ERP for Australian businesses, we configure it around how your team actually sells, so reps adopt the CRM and your leadership team trusts the reporting.
Powered by AI
HubSpot CRM features that turn admin time into selling time
Contacts, deals, pipelines, automation, and Breeze AI - configured around how your sales team works day-to-day.
Contact and deal management
Smart CRM stores every contact, company, and deal record, with the full conversation history just one click away.
Sales pipelines with intent signals
Sales Hub pipelines, intent signals, and deal scoring show your reps which deals to chase today.
Email tracking and sequences
See when prospects open emails and click links, then trigger the right follow-up automatically.
Quote and document workflows
Generate quotes, send for e-signature, and book the deal inside your CRM.
Sales forecasting and reporting
Pipeline health and revenue forecasts that hold up in a board meeting.
Sales automation
Data entry, reminders, and follow-ups handed off to workflows. Your reps focus on selling.
Breeze AI for sales reps
Breeze AI agents prospect, score deals, summarise calls, and draft outreach. Your reps decide what ships.
Mobile sales app
Your reps update deals from the car park, not at midnight from a hotel desk.
The full HubSpot platform when you are ready
Sales, Marketing, Service, Content, or Commerce Hubs extend from the same CRM core. We set them up when your business is ready.
Custom HubSpot CRM integrations for the rest of your stack
One of the few partners in Australia certified across leading CRM and ERP platforms. We connect HubSpot CRM with the rest of your stack, so every team sees the same customer.
Deals flow to your ERP, inventory and pricing flow back.
HubSpot's sales speed combined with Dynamics' enterprise depth.
Reporting that goes beyond HubSpot's native limits.
Online store data inside your CRM.
Custom AI agents and workflows that extend HubSpot beyond Breeze.
Sales sees what finance sees, in both directions.
Reps log activity from where they already work.
Anything else, via HubSpot's API or Breeze Studio.
How Havi sets up HubSpot CRM around your business
Mapping how your sales team sells today
We learn how your team sells, where deals stall, and what marketing actually hands over. The HubSpot setup follows from there.
Configuring HubSpot CRM around your real process
Sales pipelines, deal automation, and Breeze AI set up around how your team actually sells. When you need more Hubs, we extend the setup with you.
Moving your data without losing what matters
From Excel, Odoo CRM, HubSpot Free, or other systems, your deals, contacts, and automations come across clean.
Connecting HubSpot CRM to the rest of your stack
Every workflow and integration is built around how your business runs. Your CRM connects to your ERP, accounting, and online store.
Training your team to actually use it
Role-based training for the people who live in the CRM every day. Adoption is measured, not assumed.
Improving your CRM as your business changes
Ongoing reviews and Breeze AI tuning as HubSpot keeps shipping new features. Your setup keeps up with your business.
HubSpot CRM for sales-led businesses across Australia, New Zealand, and APAC
Manufacturing & Industrial Sales
Long cycles, technical buyers, after-sales tied to revenue.
Map your sales cycle
Wholesale & Distribution
Repeat accounts, custom pricing, relationship-led selling.
Explore wholesale CRM
Professional Services
Project-based pipelines where every win is custom and every loss is data.
Track every project deal
E-commerce & Retail with B2B Sales
Direct-to-consumer and wholesale, run from one CRM.
Let's talk retail CRM
Healthcare & NDIS Service Providers
Compliance-heavy intake, multi-stakeholder approvals.
Chat about your team
Real Estate & Property
Listings, leads, and deal pipelines for agencies and developers.
Explore for real estate
Renewable Energy & Sustainability
Long cycles, multi-stakeholder approval, project-based revenue.
Let's talk energy salesHubSpot CRM pricing, scaled to your team
Start with the free CRM
HubSpot Free CRM: $0/mo, up to 2 users, no credit card, no expiry. We will help you decide if the free tier is the right starting point for your team.
Scale up when you need more
HubSpot pricing scales from free to enterprise. We will recommend the right tier for your team size and sales process, and make sure you are not paying for features you do not need.
Custom-built around your stack
Beyond the HubSpot licence, we scope and build the custom integrations and workflows that connect HubSpot to your ERP, accounting, and other business systems. You see the full scope before we start.
Frequently Asked Questions
1.
How does HubSpot CRM compare to Salesforce?
HubSpot CRM is faster to set up, with native AI (Breeze) and modular Hubs built on one unified CRM core. Salesforce offers deeper customisation and a larger ecosystem at higher cost, suited to enterprises with bespoke processes. We map the right choice in a scoping call.
2.
Can HubSpot CRM integrate with Odoo, Dynamics 365, Xero, or MYOB?
Yes. HubSpot has over 2,000 integrations in its App Marketplace, with native connections to tools like Odoo, Microsoft Dynamics 365, Xero, Shopify, and Magento built by HubSpot directly. Tools without a native HubSpot integration, including MYOB, connect through third-party apps or custom builds via HubSpot's open API. Havi handles all three approaches, so your CRM connects to your ERP, accounting, e-commerce, and reporting tools cleanly, whichever route fits your stack.
3.
What is Breeze AI, and is it worth using?
Breeze is HubSpot's built-in AI layer, with agents for content writing, prospecting, customer support, and data enrichment, plus an assistant that helps with everyday tasks across the platform. It is genuinely useful for some workflows and oversold for others. We help you decide where Breeze earns its place in your team's day, and where human judgement should stay involved.
4.
We already use HubSpot Free. Can Havi help us upgrade properly?
Yes, and this is one of the most common starting points for our clients. We audit how your team is using the free tier, identify what is breaking, design the right paid configuration, migrate your data cleanly, and train your team on the new setup so the upgrade actually pays back.
5.
Do we need HubSpot Marketing Hub, or is the free CRM enough?
For very small teams with simple sales processes and no marketing automation needs, the free CRM is enough. The moment you need lead nurturing, scored leads handed to sales, multi-channel campaigns, or attribution reporting, Marketing Hub starts paying for itself. The consult phase is where we figure out which side of the line your business sits on.
6.
Is HubSpot CRM suitable for Australian businesses?
Yes. HubSpot launched its Australian data centre in Sydney (February 2024), so your data is hosted onshore for performance and compliance, useful for regulated industries. HubSpot supports GST, multi-currency in AUD, and connects to tools like Xero natively, with others via third-party apps or custom builds. With 10+ years of CRM and ERP delivery for Australian businesses, we set HubSpot up to local standards from day one.
START HERE
Start your HubSpot journey with one honest conversation.
Tell us where your CRM is breaking. We will tell you whether HubSpot is the right fix, and how to make it work.
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10+ years across CRM, ERP, and AI projects
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Official partner of Microsoft, and Odoo
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One accountable team serving Australia, New Zealand, and APAC
OR REACH US DIRECTLY
info@havi.com.au
1300 696 366 (within Australia)
+61 2 8379 1239 (outside Australia)
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