Agencies
Make HubSpot your agency's competitive advantage
Client work, retainers and reporting all pull on the same hours. Your CRM should be giving hours back, not taking them.
Book a free chatSound familiar?
The problems agencies teams keep running into
Retainer hours leak
Work happens in five tools, gets reported in a sixth, and unbilled hours quietly disappear between them.
Reporting eats the weekend
Every month-end, someone assembles client reports by hand from screenshots and exports. Usually your most expensive someone.
Your CRM is a messy spreadsheet
You build brilliant systems for clients while your own pipeline lives in a spreadsheet called FINAL_v7.
How we fix it
Your delivery engine, on HubSpot
We set HubSpot up around how agencies actually run — pipelines for new business, structured delivery handoffs, and client reporting that assembles itself. PH Digital runs its whole client operation through a custom portal we built together; yours doesn’t have to be that fancy, but it can be.
- Client onboarding handoffs, automated
- Retainer and project reporting dashboards
- Client data in one place, finally
Agencies
10
From terrible experience to life-changing tech
Hours of manual work saved each week
Read the PH Digital story →
Zippily are exceptional. They’re organised, knowledgeable, reliable and genuinely trustworthy, everything you want in a technical partner. We’ve loved working with them and will absolutely continue the relationship long term
Christine Kearney
CEO · PH Digital
Agencies, answered
Is HubSpot a good CRM for marketing and digital agencies?
HubSpot can be a strong CRM for agencies that need to manage new business, client relationships and the transition from sales into delivery. It can give teams a shared view of prospects and clients while providing structure around pipelines, follow-up and account management.
How can agencies use HubSpot to manage leads and new business?
Agencies can use HubSpot to capture leads, manage sales pipelines, automate follow-up and track the activity associated with each opportunity. This gives business development teams a clearer process for turning enquiries and referrals into new clients.
Can HubSpot help agencies manage the handover from sales to delivery?
Yes. HubSpot can be configured to standardise the handover from sales into account management or delivery. Workflows, properties, tasks and notifications can ensure key information captured during the sales process is available to the team taking over the client, reducing the need for information to be passed manually.
Want your agency running on rails?
A free 30-minute chat about your pipeline, your reporting, and where the hours go.
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