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HubSpot Management & Support Services

From onboarding to comprehensive campaign management, get the best setup and support services from a certified HubSpot Solutions Partner.

HubSpot Done Right

As a HubSpot Solutions Partner, we're strategists and tacticians. We know how to enable your success on HubSpot from implementation to optimization and we offer a variety of services to ensure your success with the platform.

About HubSpot

HubSpot is one of the most effective marketing tools for small and medium-sized businesses. It includes advanced sales, marketing and customer service tools all layered over a dynamic (and completely free) CRM. But like any tool, HubSpot is only as good as your ability to leverage it properly. The Gist is a certified HubSpot Solutions Partner.

Gold Solutions Partner - The Gist - HubSpot Partner

Common Services Provided

From choosing the right package and setting up your portal, to comprehensive campaign and growth management, The Gist is your perfect partner with HubSpot.

HubSpot Product Selection - The Gist - Buffalo New York HubSpot Partner

Product Selection

We'll help you choose the right package for your business and negotiate your contract to maximize value.

HubSpot CRM Configuration - The Gist - Buffalo New York HubSpot Partner


We'll set up your portal quickly and effectively so you can focus on the things you actually purchased HubSpot for.

HubSpot Technical Onboarding - The Gist - Buffalo New York HubSpot Partner

Employee Training

We'll supplement the robust HubSpot Academy with live training sessions to bring your teams up to speed, fast.

HubSpot Pipeline Management - The Gist - Buffalo New York HubSpot Partner

CRM Configuration

We'll organize and configure your CRM to align with your strategy and maximize productivity for your entire team.

HubSpot Content Marketing - The Gist - Buffalo New York HubSpot Partner

Inbound Marketing

We'll ignite your inbound marketing system through your website, blog, email marketing, social media, ads and more.

HubSpot CMS Web Development - The Gist - Buffalo New York HubSpot Partner

CMS Web Development

From landing pages to complete website redesigns, we're experts with HubSpot's powerful Content Management System.

HubSpot Marketing Automation - The Gist - Buffalo New York HubSpot Partner

Marketing Automation

We'll create drip campaigns and automated lead nurturing sequences so you can start scaling your engagement and growth.

HubSpot Strategic Build Out - The Gist - Buffalo New York HubSpot Partner

Internal Automation

We'll create automated systems to segment contacts, send internal notifications and create tasks and tickets.

HubSpot Social Media - The Gist - Buffalo New York HubSpot Partner

Hourly Support

As you gain independence with the platform, we can jump in on occasion whenever you need more support.

HubSpot Marketing Hub

All-in-one inbound marketing software that has everything you need to get found, engage new people, and nurture them into leads that sales will love.

Get Found Online


Super easy to create and publish content. Plus built-in tools to help you optimize for search engines.

Social Media

Publish and schedule post across all your social media pages from one place.

Landing Pages

Turn visitors into leads using the simple drag-and-drop landing page editor.


Conduct keyword research and use the on-page SEO tips to rank higher in search.

Content Strategy

An intuitive tool that organizes your content to ensure search engines can easily crawl your site.


Run campaigns on Google, Facebook and LinkedIn. Track everything in one place.

Convert & Nurture Leads

Email Marketing

Send beautiful emails - regular or automated. Perfect for lead nurturing.


Host video inside HubSpot and embed them on any website page with impressive analytics.

Smart Content

Customize your website to show different content to specific users.


Create a variety of calls-to-action with robust analytics to drive action from your website visitors.


Built chatbots to offer support, qualify leads and help visitors find information.

Live Chat

Let members of your team speak with your customers and prospects when they're engaged.


Automate tasks and build customer journeys using an intuitive visual editor.

A/B Testing

Run 2 versions of an email or landing page to see which performs or converts better.


Standard embedded or pop-up forms to help you turn visitors into real leads.

Measure Results & Revenue

Campaign Reporting

Associate any asset with a campaign, then see how that campaign performed at a high-level to help you reach your goals.

Website Traffic Analytics

All the metrics you're used to seeing, but now they're connected to your contacts and campaigns.

Attribution Reporting

See what assets can be attributed to generating leads and closing deals so you know what's most effective.

HubSpot Sales Hub

A powerful suite of tools that gives you deeper insights into your prospects, automates busywork, streamlines your team's outreach and helps you close more deals, faster.

Streamline Your Outreach

Email Tracking

Know when people open or click your emails with tracking and instant notifications. Browse a timeline of all email communication for any contact.

Email Sequences

Each sales rep can create their own custom drip campaign to automate emails and follow-up tasks. This is sales automation at its finest.

Email Integration

With the Gmail or Outlook integration, contact records will automatically be created in the CRM for emails sent to new contacts.


Make calls from the HubSpot browser or mobile app and they're automatically recorded and visible to managers.

Task Automation

Automatically create and assign tasks to sales reps based on a variety of triggers, like form submissions, website visits and more.

Connect With Prospects On Their Terms

Meeting Scheduling

Create meeting links that allow prospects to book calls and meetings based on your calendar availability. Automatically create a meeting link and send a reminder to participants beforehand.

Live Chat

Allow website visitors to chat with a live representative, then route that chat to a specific sales rep or among a team to assign leads and delight your prospects.

Tasks & Activities

Calls, emails and meetings automatically push to activity reports and don't need to be logged manually. Use the task queue to knock to-dos them off your list easier than ever before.

1:1 Video

Record personalized webcam or screenshare videos and instantly include them in emails to prospects. Get the best open and engagement rates you've ever seen on sales emails.

Track, Iterate & Improve

Pipeline Management

Customize your stages on deal pipelines. Require information to be captured in order for deals to advance. Create multiple deal pipelines.

Activity Reports

Start with a robust library of sales reports, but easily create new reports that best meet the needs of your and your team. Perfect for monitoring activity and coaching.

Deal Forecasting

Calculate win percentages for each of your deal stages. Then, using the cumulative total of deal amounts, get a realistic and reliable snapshot of your revenue forecast.

HubSpot Service Hub

Customer service tools to help you connect with customers, provide faster support, exceed their expectations, and turn them into promoters that grow your business.

Organize & Track Customer Communications


Log customer issues as tickets which can be assigned, organized and prioritized all in one place.

Conversational Bots

Use a bot to create tickets and send visitors to the right service rep or knowledge base article. This improves the efficiency of live chat and helps you scale 1-to-1 communications.

Live Chat

Chat directly with customers through your website to provide immediate support.


Call customers through VOIP from inside your HubSpot account. Calls can be recorded and auto-logged on the contact record for reference.

Shared Inbox

Organize all customer questions through chat, forms and emails in one place for your team to see.

Team Email

Connect team-wide email addresses to your conversations inbox. Turn incoming emails into tickets or send them straight into your shared inbox.

Help & Delight Customers at Scale

Knowledge Base

Turn your frequently asked support questions into a knowledge base of help articles so people can quickly find what they need without having to reach out.

Email Sequences

Set up task reminders to personalized emails that automatically go out to customers at the right time, reducing manual work and freeing up more time to help customers.

1:1 Video

Create help videos for customers with your webcam or screen-sharing tool. Add them to emails and tickets or embed them in your HubSpot knowledge base articles.

Task Automation

Automatically create and assign tasks to employees based on a variety of triggers, like form submissions, website visitors or social media engagement among your customers.

Ticket Automation

Automate manual work like adding tasks, creating, updating and escalating tickets. Leave more time to solve problems and turn customers into your best advocates.

Email Templates

Save and reuse your most helpful emails for faster, more consistent communication with your customers.

Measure & Improve Customer Experience

Time-to-Close Reports

See how long customers are waiting for their questions to be answered, and use that data to improve response time and processes.

Customer Surveys

Send NPS surveys to measure customer loyalty. Send experience surveys to learn what customers think about your products. Or support surveys to follow-up on a ticket or project. Automate follow-up actions based on survey responses. Use all this feedback to improve, build advocacy and keep customers coming back.

Tickets Closed Reports

Measure your customer service efforts by getting in-depth reports that show ticket volume, categories and response times.

Productivity Performance

Custom reports that show productivity and response times broken down by employee. Use the data to spot high performers and who needs help.

Do HubSpot Better with The Gist

Whether you want to improve your existing HubSpot output or looking to get started for the first time, we can help you and your team master the platform to help your business grow and thrive.