Manage My Portal
- Data cleansing
- Syncing with applications
- Building workflows
- Managing tasks
- Creating custom reports and dashboards
“They said I wouldn’t need a Hubspot Admin to run our portal.”
“They said the data would dedupe and I wouldn’t have to think about it.”
“They said I could determine marketing contacts on my criteria — not theirs.”
“They said I would have access to all of my data.”
“They said I could configure complex workflows and custom reports.”
“They said I would have intel on the health of my data, and actions to resolve.”
We’ve heard it all. We understand optimizing your portal can be time intensive and costly, you trusted us to help clean up your portal and move your data to one of the best CRMs; now trust us to keep it that way.
For many of our migration clients, they’ve outgrown the ability to be their own HubSpot Manager. We started by making sure the basics were in place:
Our clients started with letting us optimize their portal, and they’ve kept us on to keep their business poised for growth. Trujay experts are available for a free evaluation to discuss your unique needs and how we can help: as an assistant or full-on manager.
We’ll take the reins and be accountable for actionable results.
We’ve got the experts, and the time, to manage all those critical tasks to optimize your portal.
Let’s customize and approach that keeps you on task, and on budget.