Case studies / Precise Take

Three-hub CRM build

A custom CRM for sales, marketing and customer support

Custom three-hub CRM

HubSpotSales HubMarketing HubService Hub
Salespipelines and follow-up workflows
Marketingforms, campaigns and lists
Servicetickets and a knowledge base

The story

What changed

Before

For Precise Take I designed and implemented a custom HubSpot CRM from scratch for sales, marketing and customer support.

After

One platform that runs from lead capture to support.

The build

What I built

In the order the work was done.

Sales HubMarketing HubService Hub

Stack: HubSpot Sales Hub, Marketing Hub and Service Hub.

  1. 01Sales Hub: custom deal pipelines, automated task assignment and follow-up workflows

  2. 02Marketing Hub: lead capture forms, automated email campaigns and segmented contact lists

  3. 03Service Hub: ticketing, customer feedback workflows and a knowledge base

  4. 04Automation for lead assignment, re-engagement campaigns and task reminders

  5. 05Dashboards tracking performance across sales, marketing and service

Result

One platform that runs from lead capture to support.

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