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Practice · HubSpot

The right CRM for your business. Not the one that pays referral fees.

HubSpot implementation, migration and managed services — from a partner that takes no referral fees and will tell you when Salesforce or bespoke fits better.

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Direct answer · Should we implement HubSpot or Salesforce?

HubSpot generally wins for SMB and lower mid-market teams with a marketing-led motion: faster to stand up, cheaper to operate, and strong out of the box. Salesforce wins when your process is genuinely complex, you need deep customisation, or you require a specialist app ecosystem. The honest test is how unusual your revenue process really is. Corelynx implements both, takes no referral fees from either vendor, and recommends on evidence — including recommending neither when a bespoke build fits better.

Executive summary

HubSpot is the dominant CRM for companies under about $50M in revenue, and the SMB CRM segment is the fastest-growing part of the market. That popularity creates a specific risk: HubSpot gets recommended by partners who only implement HubSpot. Corelynx implements HubSpot and Salesforce and builds bespoke CRM, takes no referral fees from any vendor, and will tell you when the platform you are being sold is the wrong one. When HubSpot is right — and for a marketing-led SMB motion it very often is — we implement it properly: migration that does not carry the old mess across, lifecycle stages that match real deals, and automation your team can maintain without an agency on retainer.

238,000+
HubSpot customers globally — the dominant SMB CRM
16.2%
CAGR of the SMB CRM segment through 2030, the fastest-growing sub-segment
$144–163B
Projected global CRM market size by 2030
$0
Referral fees Corelynx accepts from any CRM vendor
Market signals · Corelynx 2026 Market Study
Who this is for
  • SMB and lower mid-market teams with a marketing-led revenue motion
  • Companies outgrowing spreadsheets or a starter CRM and choosing their first real platform
  • Salesforce customers whose complexity no longer justifies the operating cost
  • Teams that want an implementation they can maintain without a permanent agency retainer
When to act — trigger conditions
  • You are choosing between HubSpot and Salesforce and every adviser sells one of them
  • A HubSpot instance exists but nobody trusts the data in it
  • Marketing and sales run on separate systems that do not reconcile
  • Automation was built by someone who has since left and nobody dares change it
  • You are paying for HubSpot tiers whose features nobody uses
Operational symptoms

What a HubSpot instance nobody trusts looks like.

Platform advice that always arrives at whichever CRM the adviser resells
A migration that carried every duplicate and dead record across intact
Lifecycle stages that describe a funnel nobody actually follows
Automation nobody can safely modify because nobody documented it
Paying enterprise-tier pricing for features the team never adopted
Marketing and sales reporting that disagree on the same month
Why it persists

Why CRM platform decisions go wrong.

CAUSE 01

The recommendation was never neutral

Most implementation partners hold a single vendor certification and a referral agreement. The advice is competent and structurally biased.

CAUSE 02

Migration was treated as a data-copy task

Moving records faithfully reproduces the previous system's problems in a new interface, and adds a fresh reason to distrust the numbers.

CAUSE 03

The lifecycle model was borrowed, not designed

Default stages fit a generic funnel. When they do not fit yours, reps work around them and the reporting quietly stops describing reality.

CAUSE 04

Nobody owned it after go-live

HubSpot is easy to change, which means it changes constantly and without governance. Six months later nobody can explain the automation.

Delivery framework

How Corelynx runs a HubSpot engagement.

Platform selection

Choose the platform on evidence

Process complexity, integration depth, team capability and total cost of ownership scored honestly — including the answer where HubSpot is the wrong fit.

  • Platform selection
  • TCO modelling
Data migration

Decide what does not migrate

The highest-leverage conversation in any migration. Duplicates, dead accounts and fields nobody uses are identified and deliberately left behind.

  • Data migration
  • Deliberate exclusions
Lifecycle design

Design the lifecycle around real deals

Stages, properties and required fields modelled on how your deals actually progress, with every field that supports no decision removed.

  • Lifecycle design
  • Field hygiene
Automation

Build automation the team can maintain

Workflows documented in plain language, named ownership, and deliberate simplicity — so a change next year does not require an agency.

  • Automation
  • Documentation
Enablement

Hand over, then support at the level you need

Training aimed at self-sufficiency, followed by managed services only where you genuinely want them rather than by default.

  • Enablement
  • Managed services
What you receive

What you get from a HubSpot engagement.

Platform recommendationScored evidence for HubSpot, Salesforce or bespoke — including the case against
Migration planWhat moves, what is cleaned, and what is deliberately left behind
Configured instanceLifecycle stages, properties, pipelines and permissions built around your process
Documented automationWorkflows in plain language with named owners
Reporting layerDashboards that reconcile between marketing and sales
Enablement packTraining and runbooks aimed at self-sufficiency
Pricing transparency

Engagement tiers & published pricing

Corelynx takes no referral fees from HubSpot or any other CRM vendor. Published ranges, fixed scope, no negotiation theatre.

Engagement tiers & published pricing
Offering Investment Model What it covers
Fixed feePlatform Selection $5,000–$15,000 See where yours lands 2–4 weeks Evidence-scored recommendation across HubSpot, Salesforce and bespoke, with total cost of ownership modelled honestly.
ProjectHubSpot Implementation $10,000–$50,000 See where yours lands 4–10 weeks Migration, lifecycle design, automation, reporting and enablement — scoped and priced before work begins.
MonthlyHubSpot Managed Services $2,000–$5,000/mo See where yours lands Ongoing Administration, automation maintenance, reporting and a named owner for the instance.
How these fit the Corelynx engagement model

Choosing a HubSpot implementation consultant

Almost every HubSpot implementation consultant is a HubSpot partner, which means they hold a certification and a referral relationship with HubSpot. That is not disqualifying — partners are often excellent — but it does mean the answer to "which CRM should we use" was decided before you asked the question.

The questions worth asking any candidate: what would make you recommend against HubSpot; what does not get migrated and who decides; who owns the automation after go-live; and can you show a client who stopped working with you and still runs the instance successfully.

HubSpot, Salesforce, or bespoke — the honest comparison

The decision turns on one question: how unusual is your revenue process, really? Most companies believe theirs is more unusual than it is.

HubSpotFaster to stand up, cheaper to operate at SMB scale, strong marketing-led features out of the box. Constrains genuinely non-standard workflows and gets expensive at the top tiers. Implementation $10,000–$50,000.
SalesforceDeep, extensible, and the safest choice when the process is genuinely complex or you need specialist apps. Costs more to run and needs an administrator. Overkill for a simple pipeline. Quick-start $15,000–$25,000.
Bespoke CRMRight when the CRM is the product, or the workflow is your competitive advantage and no vendor models it — lending, field services, specialty distribution. Wrong as a cost-saving measure. Build $75,000–$250,000.
See where yours lands

What a migration should deliberately leave behind

Every migration proposal contains a line for data migration and it is nearly always underestimated, because the old system's data is worse than anyone believes until it is examined. Duplicates, contacts at companies that no longer exist, deals never closed, custom fields used for three different purposes over eight years.

Migrating that faithfully produces a new CRM carrying the old problems plus a fresh reason to distrust it. The alternative is deciding explicitly what does not come across. That conversation is uncomfortable and it is the single highest-leverage hour in the project.

The website, CRM and automation bundle

For smaller teams the highest-return engagement is often not a CRM project at all — it is the whole capture-to-follow-up loop: a website that actually captures, a CRM that routes and follows up, and the automation joining them. Bought separately these are three vendors and three sets of assumptions that never quite meet.

Corelynx delivers it as one engagement, $15,000–$35,000 fixed, with an optional managed retainer of $1,500–$3,500 per month. The order matters: capture first, then routing and follow-up, then attribution. Measuring a leaking funnel accurately only tells you precisely how much is leaking.

White-label CRM, and when it makes sense

Agencies and vertical software companies sometimes want to resell a CRM under their own brand rather than send clients to HubSpot. That model runs $300–$700 per client per month at near-zero marginal cost, and software clients retain roughly three times longer than services-only clients.

It is a genuinely good business and it is not for everyone: you inherit support obligations and a platform decision that is hard to reverse. We build and operate these where the economics work, and say so plainly where they do not.

Outcome model

What changes when the platform actually fits.

OUTCOME 01

A platform decision you can defend with evidence rather than vendor preference

OUTCOME 02

Data you trust because you decided what not to bring across

OUTCOME 03

Automation your own team can safely change

OUTCOME 04

Marketing and sales reporting that agree on the same month

OUTCOME 05

A licence tier matched to what the team actually uses

Frequently asked

HubSpot questions, answered straight.

Corelynx publishes its ranges: platform selection $5,000–$15,000, implementation $10,000–$50,000 depending on migration complexity and integration count, and managed services $2,000–$5,000 per month. Market rates for HubSpot implementation sit in the same $10,000–$50,000 band. Licence costs are separate and paid to HubSpot directly.

See where yours lands

HubSpot generally wins for SMB and lower mid-market teams with a marketing-led motion — faster to stand up, cheaper to operate, strong out of the box. Salesforce wins when the process is genuinely complex or you need a specialist app ecosystem. The honest test is how unusual your revenue process really is, and we score that as evidence rather than preference.

No. Corelynx accepts no referral fees or commissions from HubSpot, Salesforce or any other CRM vendor. That is why the recommendation can include "neither — build bespoke" or "stay on what you have", which a single-vendor partner has little incentive to say.

Yes, and the migration itself is the easy half. The difficult and valuable work is deciding what does not come across — duplicates, dead accounts, fields used for three different purposes over eight years. Migrating faithfully gives you a new CRM with the old problems and a fresh reason to distrust it.

Enablement aimed at self-sufficiency, then managed services only if you want them. A HubSpot instance is easy to change, which means it changes constantly — the managed retainer exists to keep automation documented and owned, not to make you dependent.

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