HubSpot CRM Setup & Data Optimization
We configure HubSpot to fit your business—custom pipelines, user roles, and properties—with clean, structured data and actionable reporting that drives smarter decisions.
Workflow Automation & Integrations
We automate repetitive tasks and connect HubSpot with the tools you already use—so your team saves time and stays aligned.
HubSpot Migration
We make the move from your CRM simple—handling data migration, workflow rebuilds, and user onboarding so you can hit the ground running in HubSpot without the headaches.
Breeze AI Enablement & Optimization
We integrate and optimize HubSpot’s Breeze AI tools to streamline your operations, empower smarter decisions, and drive real growth across sales, marketing, and service.
HubSpot Service Hub Setup & Optimization
We help setup support pipelines, automate ticket routing, build customer portals, and improve your customer service experience inside Hubspot
Sales & Marketing Enablement
We optimize your sales and marketing process with HubSpot tools—from lead capture and nurturing to reporting and dashboards.
About Us
Momentum Starts with a Smarter CRM.
We’re a consulting team built on the belief that your CRM should work with your business—not against it. What sets us apart is our diverse experience across consulting, sales, startups, construction, manufacturing, and the public sector.
We know firsthand how messy systems and unclear processes slow teams down—especially for small businesses and startups working with tight budgets. That’s why we focus on building lean, effective CRM systems that deliver clarity, momentum, and measurable impact.
At Momentas, we help you gather insights, streamline operations, and unlock the full value of your data—so you can move faster, make smarter decisions, and grow with confidence.
Building Momentum For Your Business
20%
Average Workflow Time Saved
120+
120+ Custom Workflows Deployed
100%
Client Satisfaction
(so far!)
20+
Combined years of Experience
Process
Our step-by-step approach to making your CRM work for you.
01
Free Health Check
We start by understanding your current CRM setup and business challenges. This isn’t about fixing things right away—it’s about getting clarity on what’s working, what’s not, and where the friction lies.
02
Strategy & Design
Once we understand the current state, we define what the future state should look like. Through strategic planning, user interviews, and technical design, we outline a solution tailored to your goals, team, and workflows
03
Implementation & Execution
With a clear plan in place, we bring the strategy to life. Whether it’s configuring pipelines, building automations, enabling AI tools, or integrating platforms, we execute only what’s relevant to your business—no one-size-fits-all setups here.
04
After launch, we stick with you. We offer ongoing support, regular check-ins, and tailored training—so your team stays confident, your systems stay aligned, and your CRM keeps delivering value.
Ongoing Support
Get Started
Let's Talk. Book your free health check now.
Clients We've Supported
