---
title: HubSpot Administration and CRM Architecture | Incredo
description: "Build, clean up and run a HubSpot portal: properties, pipelines, lifecycle logic, workflows, permissions and migrations, designed to run your revenue."
---

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HubSpot Administration and CRM Architecture

# A HubSpot portal built to run your revenue

Properties, pipelines, lifecycle logic, workflows and permissions designed as one system, so your team can trust what the CRM tells them.

[Book a 30-minute HubSpot portal review](https://incredo.co/meetings/artash?hsLang=en-us)[See the portfolio](https://hubs.ly/Q04kS8Pg0)

8.7M+

data points migrated for Rapyd

2,000+

properties moved and mapped

Zero downtime

across a six-month, 40-team migration

## Where portals usually go wrong

A CRM is only as useful as the structure under it.

### A portal that grew without a plan

Properties added one at a time, and nobody remembers what half of them mean.

### Handoffs that rely on memory

Leads and deals move between teams by message instead of by clear stages and rules.

### A migration nobody wants to start

An old CRM holds years of history, and moving it feels risky for the business.

## What is included

Designed as one system, across Marketing, Sales, Service and Operations hubs.

### 1. Data model and properties

Objects, custom properties, naming and required fields that match how you sell.

### 2. Pipelines and lifecycle logic

Deal stages, lifecycle stages and lead status definitions your whole team agrees on.

### 3. Workflows and routing

Automation that removes manual steps and sends the right record to the right person.

### 4. Teams, permissions and governance

Clear ownership and access so the portal stays clean as the team grows.

### 5. Migrations into HubSpot

Moves from systems such as Salesforce, Microsoft Dynamics and Oracle Eloqua.

### 6. Documentation and handover

Process guides and training so your team can run the portal without me.

## How it works

1

### Discover

We map how you sell and what the portal needs to support.

2

### Design

Data model, stages, rules and automation planned before anything is built.

3

### Build and migrate

The portal is built or rebuilt, and data is moved and checked.

4

### Hand over

Guides and training so your team owns it from day one.

## Work like this

Migrations and builds across fintech, environmental tech and vacation rentals.

Rapyd, fintech, UK

I managed Rapyd's Salesforce to HubSpot migration with Penguin Strategies across CRM, Marketing, Sales and Service: 8.7M+ data points, 2,000+ properties, 40 global teams, six months, zero downtime and 24 process guides.

IQAir, environmental technology, Switzerland

Designed the HubSpot ecosystem during a Dynamics to HubSpot migration, including an Intercom integration.

Deluxe Holiday Homes, vacation rentals, UAE

All four hubs with custom objects and governance, connected to the rest of their tool stack.

## Questions

Can you migrate us from another CRM?

Yes. Past migrations into HubSpot include Salesforce, Microsoft Dynamics and Oracle Eloqua.

Do you work across all HubSpot hubs?

Yes. I work at enterprise level across Marketing, Sales, Service and Operations hubs.

How is the work structured?

As a fixed-scope project, an ongoing retainer or hour blocks for smaller requests, depending on what you need.

## Start with a conversation

Tell me what your portal looks like today and what you need it to do.

[Book a 30-minute HubSpot portal review](https://incredo.co/meetings/artash?hsLang=en-us)

incredoREVOPS

Revenue operations for B2B teams that run on HubSpot. We design, connect and clean up the systems behind your revenue.

[Book a 30-minute HubSpot portal review](https://incredo.co/meetings/artash?hsLang=en-us)

#### Services

- [HubSpot audit](https://incredo.co/services/hubspot-audit?hsLang=en-us)
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- [Data health and governance](https://incredo.co/services/data-health-governance?hsLang=en-us)
- [Process design and enablement](https://incredo.co/services/process-design-team-enablement?hsLang=en-us)
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