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HIVIO LTD • PRACTICAL HUBSPOT SUPPORT

HubSpot CRM that matches the way your business actually works.

We help small businesses organise customer data, design clear lifecycle stages, build useful sales pipelines and prepare CRM structures for practical automation.

Start with a small HubSpot task ↗ View our work ↓
Excel / CSV migration Customer lifecycle Segmentation Deal pipeline
BUSINESS-FIRST CRM● Structured
New enquiry
Qualified lead
Active opportunity
Proposal
Customer

Analyse → design → configure → validate

UK PRIVATE LIMITED COMPANY INCORPORATED 28 AUGUST 2023 ✓ ACTIVE COMPANY NO. 15099399

WHAT WE HELP WITH

Build a CRM your team can actually use.

We focus on practical CRM structure first. The goal is not to add complexity — it is to make customer information, sales stages and next actions easier to manage.

01

Excel / CSV → HubSpot migration

Review source data, standardise fields, identify duplicates, preserve useful notes and map the right HubSpot properties before import.

  • Data cleaning & deduplication
  • Property mapping
  • Contacts & deals structure
  • Post-import validation
02

Customer lifecycle design

Turn the real customer journey into clear CRM stages so the team can see where every contact stands and what should happen next.

  • Lead & customer stages
  • Stage descriptions
  • Qualification criteria
  • Follow-up logic
03

Deal pipeline setup

Design deal stages around real sales milestones instead of generic labels, with clear descriptions and useful stage probabilities.

  • Pipeline architecture
  • Deal stage definitions
  • Stage probability
  • Won / lost outcomes
04

Segmentation & CRM readiness

Organise contacts by service interest, buying intent and lifecycle stage to support focused follow-up, reporting and future automation.

  • Active contact segments
  • High-intent views
  • Service-based lists
  • Automation-ready structure

PORTFOLIO CASE STUDIES

From scattered data to structured CRM.

Portfolio examples use demonstration data to show our HubSpot configuration approach. Personal details are not presented as real customer information.

CASE 01 • DATA MIGRATION

Excel / CSV → HubSpot CRM Migration

We start with the business process behind the spreadsheet. Then we clean the data, map fields to the right CRM properties and validate the result.

Excel / CSV→Audit & Clean→Field Mapping→HubSpot CRM→Validate
HubSpot import mapping✓ Ready to import
Source fieldCRM objectHubSpot propertyStatus
First nameContactFirst Name✓
Last nameContactLast Name✓
Phone numberContactPhone Number✓
Street addressContactStreet Address✓
CityContactCity✓
Postal codeContactPostal Code✓
Lifecycle stageContactLifecycle Stage✓
Lead statusContactLead Status✓
ContactsWho the customer is✓
CompaniesBusiness relationships✓
DealsCommercial activity✓
CASE 02 • SALES PIPELINE & SEGMENTATION

Design HubSpot around the sales process.

Before configuring the CRM, we review how an enquiry becomes a customer. Lifecycle stages, deal stages and segments are then designed around those real steps.

Enquiry→Qualification→Survey→Proposal→Customer
Customer lifecycleContact stages
StageDescriptionUsed in
New EnquiryNew homeowner enquiry awaiting first contact7
Contacted LeadInitial contact completed and needs reviewed6
Qualified HomeownerHomeowner and project meet qualification criteria5
Survey QualifiedReady to proceed to a property survey5
Active OpportunityQualified customer with active commercial interest10
CustomerPurchased or confirmed an energy solution18
Referral CustomerExisting customer who may refer new clients5
Nurture / Not ReadyPotential customer scheduled for future follow-up1
Sales pipelineStage probability
StageProbabilityUsed in
Home Survey Booked20%3
Survey Completed / Project Qualified40%3
Proposal Sent60%3
Decision / Finance Review80%5
Contract & Deposit Pending90%2
Installation ConfirmedWon 100%14
Not ProceedingLost 0%1
Active contact segments5 segments
Solar + Heat Pump Opportunities5Active
Solar Panel Leads3Active
Heat Pump Leads5Active
Existing Customers & Referrals23Active
Survey Booked / High Intent5Active
Daily sales visibilityDeal board
Survey Booked 3
Heat Pump InstallationSolar Panel InstallationSolar + Heat Pump Package
Project Qualified 3
Battery Storage SystemHome Energy Assessment
Proposal Sent 3
Battery Storage SystemHeat Pump InstallationHome Energy Assessment
Decision / Finance 5
Solar + Heat Pump PackageHome Energy Assessment
Contract Pending 2
Battery Storage SystemBattery Storage System
Installation Confirmed 14
Solar + Heat Pump PackageHome Energy AssessmentSolar Panel Installation

* Portfolio case study using demonstration CRM data. Stage probabilities are configuration examples, not historical conversion rates.

BUSINESS-FIRST APPROACH

We analyse the process before we configure the CRM.

HubSpot works best when the structure reflects how your business actually handles enquiries, qualification, deals and follow-up.

  1. 01

    Analyse

    Review the customer journey, data, lead sources, sales stages and follow-up requirements.

  2. 02

    Design

    Define lifecycle stages, CRM properties, deal stages, segments and the information the team needs to see.

  3. 03

    Configure

    Set up the agreed structure, prepare data, map fields and build practical working views.

  4. 04

    Validate

    Check records, statuses, deal stages and customer context before the setup is complete.

WHAT THE TEAM CAN SEE

A clearer view of customers and active sales work.

✓

Where each contact stands

New enquiry, qualified lead, active opportunity, customer or follow-up.

✓

What each deal needs next

Survey, proposal, decision, contract, installation or a clear lost outcome.

✓

Which opportunities need attention

A useful pipeline makes daily priorities easier to review.

✓

A foundation for automation

Clean properties, stages and segments make future workflows and reporting easier to plan.

ABOUT HIVIO LTD

A registered UK company focused on practical CRM and automation support.

View Companies House record ↗
HIVIO LTDCompany no. 15099399
Company status
✓ Active
Company type
Private limited Company
Incorporated on
28 August 2023
Registered office address
483 Green Lanes, London, England, N13 4BS
Director
Kuznetsov Vsevolod
Identity verification status
✓ Verification requirements complete

Nature of business (SIC)

  • 47910 — Retail sale via mail order houses or via Internet
  • 62012 — Business and domestic software development
  • 62020 — Information technology consultancy activities

START WITH ONE PRACTICAL TASK

Need your HubSpot CRM to match the way your business actually sells?

Send a short message about your current CRM, spreadsheet or sales process. We can discuss a focused first task such as data migration, lifecycle setup, segmentation or pipeline design.

Chat with Hivio on WhatsApp ↗ +44 7776 115770