CRM Cleanup
Organize contacts, companies, properties, records, and everyday CRM processes so the system is easier to understand and maintain.

Already using HubSpot but not sure you’re getting everything you should from it? Stoked helps businesses review, organize, maintain, troubleshoot, and better connect HubSpot with their websites and everyday lead processes.
Support starts with understanding how your website, CRM, forms, leads, and follow-up currently work—not selling you a predetermined package.
Organize contacts, companies, properties, records, and everyday CRM processes so the system is easier to understand and maintain.
Review deal stages, pipeline organization, and how your team moves opportunities through the sales process.
Check how website forms enter HubSpot, where leads come from, and whether the right information is being captured.
Review and adjust practical workflows, notifications, assignments, and basic automation without overbuilding the system.
Improve dashboards and reports so they reflect the information your team actually needs to see.
Get practical help maintaining forms, properties, pipelines, reports, integrations, and general CRM organization.
We’ll review your current setup, identify obvious issues and opportunities, and walk through what should be prioritized next.
The audit is designed for diagnosis and recommendations—not a predetermined implementation package.
Start With an Audit ↗For small and growing businesses that need regular CRM support but may not need a full-time HubSpot administrator.
Monthly support can cover upkeep, troubleshooting, form changes, pipeline updates, property management, reporting adjustments, website connections, data organization, and practical recommendations.
Discuss Monthly Support ↗Stoked remains a web design and digital systems business first. We work with WordPress, Shopify, Wix, Squarespace, Carrd, custom websites, Zapier, spreadsheets, email tools, other CRMs, and businesses that are still figuring out what they need.
HubSpot is a specialty—not a requirement.
Explore web design services ↗Tell us what is working, what feels messy, and where you need another technical set of eyes.
Book a HubSpot Consultation ↗