Case studies / Precise Take
Three-hub CRM build
The story
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
In the order the work was done.
Stack: HubSpot Sales Hub, Marketing Hub and Service Hub.
01Sales Hub: custom deal pipelines, automated task assignment and follow-up workflows
02Marketing Hub: lead capture forms, automated email campaigns and segmented contact lists
03Service Hub: ticketing, customer feedback workflows and a knowledge base
04Automation for lead assignment, re-engagement campaigns and task reminders
05Dashboards tracking performance across sales, marketing and service
Result
One platform that runs from lead capture to support.
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