HubSpot CRM is a customer relationship system that keeps contacts, companies, deals, emails, and follow-ups in one place. Instead of leads living in inboxes, spreadsheets, sticky notes, and memory, your team can see who contacted you, what was promised, and what happens next. For a small business, that shared view is often the difference between a lead that gets a timely reply and one that quietly goes cold.
Problems usually appear after the first few months. Contacts are duplicated, outdated, or missing key details. Deals are not updated, so the pipeline does not reflect reality. Email templates, sequences, and workflows were set up once and never reviewed. Forms on the website do not create the right records. Staff use the CRM differently, or stop using it, because it feels like extra work rather than a help. The result is a system that holds data but does not help the team sell or serve.
HarjTech supports HubSpot CRM for small Canadian businesses as part of your everyday IT support. We help you tidy the data, simplify the setup, fix forms and integrations, and train your team on a consistent way to use it. We do not claim to be a certified HubSpot implementer, reseller, or partner. We act as your support team for the CRM you rely on, so it stays clean, usable, and useful day to day.
A CRM only helps if people use it the same way. HarjTech focuses on the practical side — clean data, simple processes, working connections, and training — so HubSpot fits how your team actually works.
Yes. Low adoption usually means the CRM feels like extra work — too many fields, unclear stages, or a process that does not match how the team sells or serves. We review how your team actually works, simplify the setup, and agree on a consistent way to log activity, move deals, and follow up.
We then train your team on that simpler workflow and provide a short reference they can use day to day. The goal is a CRM that saves time, not one that adds admin. Tell us on the scoping call who uses the CRM and where it feels hardest.
There is no obligation to proceed after the scoping call. The purpose is to give you a clear picture of the problem, the options, and the sensible order for fixes, so you can decide with confidence and without pressure to commit on the spot.
Yes. We help you take over the account by confirming owner access, reviewing users, pipelines, properties, workflows, forms, and integrations, and documenting what is in place. If the previous provider still holds access, we help you plan a clean handover and reset access so only your team can change settings.
If some access is missing, we help you recover it through HubSpot support where possible. Once the takeover is complete, you get a clear record of the setup and who can change it. Bring whatever logins and records you have to the scoping call.
When you book a scoping call, bring a short list of what is not working, who currently helps with the setup, and which problems cost you the most time. We will walk through the findings in plain language, agree on what to fix first, and confirm what you need to provide so the work can start without guesswork or delay.
It depends on the job. A focused fix can often start once we have access and a clear description of the problem. A cleanup or migration takes longer because we need to review the data, fields, and integrations before making changes. We confirm a realistic sequence on the scoping call.
Ongoing support typically covers routine checks, small setup changes, user help, and troubleshooting. You get a clear way to request help, a record of what was done, and a point of contact who knows your CRM.
Small fixes often prevent larger problems later, so we flag anything that looks risky even if it is not part of the first job. You decide what to prioritise, and we focus on the changes that make the biggest practical difference for your team day to day.
Yes. We help plan a move from spreadsheets or another CRM to HubSpot, including reviewing your current contacts, companies, deals, and history, planning how fields map to HubSpot, and checking for duplicates before import. We test with a small batch before the full import so problems are caught early.
We also help you decide what history to bring over and what to archive. After the move, we train your team on the new setup. Bring a sample of your current data and a list of tools you use to the scoping call.
If the work involves another vendor, we coordinate with them on your behalf and keep you in the loop. You do not need to repeat the same story to different support teams, and you always have one point of contact at HarjTech who knows your setup.
We focus on practical controls: user roles so staff only see and change what they need, strong passwords and multi-factor sign-in where supported, and prompt removal of access for former staff. We review who can change settings, export data, or edit pipelines.
For backups and records, we help you understand what HubSpot keeps, what you should export regularly, and how to recover from a data mistake such as a bulk import or delete. If you handle sensitive client data, we help you keep the handling sensible and documented.
Small fixes often prevent larger problems later, so we flag anything that looks risky even if it is not part of the first job. You decide what to prioritise, and we focus on the changes that make the biggest practical difference for your team day to day.
The scoping call is a working conversation, not a sales pitch. We ask about your sales or enquiry process, who uses the CRM, what is working, and what is breaking. We review your current setup at a high level and agree on what to fix first and what ongoing support would look like.
You leave with a clear next step and a plain-language summary of what was discussed. There is no obligation to proceed. To make the call useful, bring a description of your follow-up process and a short list of problems or changes you want.
After the scoping call you will have a written summary of what was discussed, what was agreed, and what happens next. We document changes as we go, explain them without jargon, and keep you informed if a dependency or a vendor response affects the timing.
Yes. HubSpot is most useful when it connects to the tools your team already uses. We help connect website forms, email, calendar, and other business tools so enquiries, meetings, and follow-ups land in the right records without manual copying. We check that the sync works after the connection.
If a connection needs a setting changed on the other tool, we coordinate with that vendor. On the scoping call, list the tools you use today and which connection matters most — for example, a website form that should create a contact and a deal.
To make the first work go smoothly, gather whatever logins, billing records, and notes you already have before the call. If something is missing, we will help you recover it safely. You do not need a perfect record to start — the scoping call is where we sort out what you have.
HubSpot support is useful for HubSpot problems, but it does not know your website, email, calendar, accounting, or other tools, and it does not stay with you after the ticket closes. A break-fix shop may fix the symptom but not the process or data behind it. HarjTech looks at the whole picture — the CRM, the tools it connects to, and the people who use it.
We document what changed, explain it in plain language, and help you avoid the same problem again. If the issue sits with HubSpot or another vendor, we coordinate with them on your behalf so you are not repeating the story to different teams.
If the work involves another vendor, we coordinate with them on your behalf and keep you in the loop. You do not need to repeat the same story to different support teams, and you always have one point of contact at HarjTech who knows your setup.