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We build processes, automations and a predictable pipeline with HubSpot CRM

From strategy to implementation — we help companies turn HubSpot into a real growth engine.

Which companies

Which companies is HubSpot CRM right for

HubSpot is right for companies that run marketing and sales activities but lack control over their processes and results.

It’s an ideal solution for:

Consultative B2B or B2C companies

  • complex, consultative sales cycles
  • multiple decision-makers
  • a need for a clear pipeline and forecast

Ecommerce companies

  • a high volume of leads and customers
  • focus on retention, upsell, cross-sell and automation
  • integration with Shopify, Magento, WooCommerce

Companies with active sales teams

  • inconsistent follow-up
  • lack of pipeline visibility
  • difficulty prioritizing

Growing companies

  • unclear processes
  • multiple non-integrated tools
  • a need to scale
What it means for you

What does this mean for you?

HubSpot becomes your company’s growth infrastructure.

At Beans United, we are trained and certified to help your team use HubSpot as efficiently as possible

We can help whether you’ve been using HubSpot for a while or are just getting started

Having worked on complex automation processes and HubSpot integrations, we have the experience needed for ambitious projects

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“I can say that Beans United is a team of professionals, well-organized, creative, and committed to their promises. Our collaboration with them quickly yielded excellent results, and our company’s outcomes are noteworthy. We wholeheartedly recommend them!”
Alexandra Florea Hercesa Imobiliare
“It doesn’t take many words. For us, Beans United isn’t an external agency, but part of our team. Their flexibility, dedication and technological expertise have helped us achieve significant digital performance. If you want to gain, get in touch with them.”
Iulian Oprescu Volvo Cars Romania
“Partnering with Andreea Moisa and the Beans United team was the best choice for developing and implementing RE/MAX’s online marketing strategy. Throughout almost 2 years of collaboration, the Beans United team has demonstrated professionalism, efficiency and promptness, regardless of the challenges encountered. These are the reasons I recommend them to anyone who wants truly remarkable results.”
Kati Rosca Marketing Manager / RE/MAX Romania
“In one word: professionals. In three words: client-oriented. In four words: dedicated, trustworthy, multi-talented. In short: Beans United is the HubSpot agency you need when working with HubSpot. Their support has proven essential to the success of our projects.”
Mihai Dragnea Bitdefender
“The Beans United team has consistently impressed us with their professionalism, proactivity and dedication in achieving the best results and delivering high-quality projects for our clients. I recommend them to any company looking to develop a solid, effective and client-focused inbound marketing strategy.”
Cristina-Maria Sauciuc OLX
What is HubSpot CRM?

What is HubSpot CRM?

HubSpot CRM is an all-in-one platform that lets you manage marketing, sales and customer relationships in a single system.

  • data centralization
  • pipeline management
  • process automation
  • interaction tracking
  • real-time reporting
Flywheel HubSpot: Attract, Engage, Delight, Growth

As a HubSpot partner agency, we want to help you understand exactly how HubSpot works and how it helps companies grow, so that in the end you have a clear picture of the software, its features and the answer to the question: Is HubSpot the right tool for my business?

HubSpot solutions

HubSpot CRM to grow your business

The platform where all customer-facing departments operate daily, with full access to customer data.

Sales Hub

control over your pipeline

  • defining pipelines and stages
  • tracking opportunities
  • automated follow-up
  • forecasting and prioritization
Result: a clear pipeline and controlled conversions

Service Hub

customer support and retention

  • ticketing
  • SLAs
  • feedback (NPS, CSAT)
  • customer history
  • AI agents
Result: a better experience and retention

Marketing Hub

lead generation and qualification

  • email marketing
  • segmentation and lead scoring
  • automations
  • ad connections
  • AEO – Answer Engine Optimisation
Result: better-qualified leads

Content Hub

control over your content

  • website and landing pages
  • content personalization
  • SEO optimization
  • blog
  • podcasts
Result: better conversions

Commerce Hub

quoting and transactions

  • quotes
  • commercial processes
  • transaction tracking
Result: a faster sales process

Data Hub

the foundation for data and automation

  • duplicate removal
  • field standardization
  • two-way integration with ERPs
  • internal automations (not just marketing)
Result: clean data, automated processes
In practice

How HubSpot helps you in practice

Wherever you are with HubSpot, we help you get the most value out of the platform.

1

A predictable pipeline

stage-by-stage visibility identifying bottlenecks realistic forecasting
2

Process automation

automated follow-up automated tasks custom workflows
3

Marketing and sales alignment

clearly defined MQLs and SQLs optimized lead handoff shared visibility
4

Customer experience

complete customer history fast response to requests organized support
5

Operational efficiency

fewer manual tasks focus on what matters automated reporting
Breeze AI

AI in HubSpot: optimization and efficiency

AI is a layer that optimizes your existing processes, not a separate management tool.

Prospecting Agent

  • identifies leads
  • generates outreach
  • prioritizes opportunities

Customer Agent

  • replies automatically
  • qualifies leads
  • routes requests

Smart Deal Progression

  • recommends actions
  • identifies risks
  • prioritizes the pipeline

Email optimization

  • better subject lines
  • higher open rates
  • higher click rates

AEO – Answer Engine Optimisation

  • AI-structured content
  • visibility in ChatGPT, Gemini
  • leads from AI Search
Implementation

HubSpot Onboarding

Our onboarding process starts by understanding your business processes and goals. We then develop a strategic plan to reach those goals, followed by personalized training sessions. This way, we give your team the information and tools your colleagues need to meet or exceed their targets and offer customers the best experience. It takes about 1–3 months.

01

We handle the technical setup

02

We build a custom sales pipeline

03

We provide templates for forms, emails, landing pages, workflows and much more

04

We prepare personalized training sessions to help your team reach its goals

05

We provide custom reporting and training so you can build your own reports

Connectivity

HubSpot Integrations & Automations

HubSpot integrates natively with thousands of third-party apps available in the HubSpot App Marketplace. Custom automations are built via Make or Zapier, and integrations via API.

Result: a connected ecosystem where data flows correctly between systems, processes are automated and the team works efficiently.

We frequently work with: ecommerce platforms such as Shopify, WooCommerce and Magento; ERP, invoicing and payment systems; call center and telephony solutions; marketing, analytics and customer support apps.

Talk to a consultant!
Audit & Optimization

HubSpot audit and process optimization

Like any complex tool, HubSpot can sometimes feel overwhelming for those who don’t use it daily yet or are just getting started. If you inherited HubSpot from your Group/Headquarters, your business has scaled along with the team, processes and data in HubSpot, or you simply haven’t achieved the results you wanted, we can help with a complete audit, conclusions and useful advice for optimizing your processes.

Database cleanup, prospect and customer segmentation, property review

Lead capture, forms, pop-up forms, CTA review

Reviewing workflows and the marketing-to-sales lead handoff

Connections with social networks, ad accounts and other apps

Reviewing emails and landing pages

Setting up reports and measuring results

Ongoing support

Monthly HubSpot consulting

Whether you’ve had HubSpot for a while or are just setting up your processes, our monthly consulting service is designed to help you achieve the results you want, using the features you know or new ones you can use to optimize your processes.

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Setting goals

Monthly meetings with one of our consultants

Monthly analysis of team performance/results

Strategies and recommendations to reach growth goals for both marketing and sales

Strategic training sessions on new and existing HubSpot features

HubSpot Corporate Training

Personalized HubSpot training

We are accredited by HubSpot to deliver the best trainings, using methods developed together with them.

1

Sales training

  • using the pipeline
  • managing deals
  • follow-ups and tasks
  • using sequences and automations

Every training includes:

  • live sessions in Romanian or English (online or on-site)
  • hands-on demos in HubSpot
  • real examples from your business
  • guides and documentation
  • Q&A sessions
Team alignment

Aligning marketing with sales (SMarketing)

Good communication between marketing and sales processes brings a better customer experience and faster closed deals. Our method is based on the Always Be Helping methodology and HubSpot tools.

Talk to a consultant!
01

1–2 days of courses and 1:1 workshops

02

Help for marketing and sales teams

03

A training session with ready-to-use best practices

04

Intensive training on tools you may not be using to their full value

05

Custom templates for Buyer Persona, content strategy and much more

06

Sessions can be held online or at your office

Let's talk

Do you have growth goals for your company?We’re here to help!

If you’re ready to talk, we’re ready to listen. Leave us a message to get started!