One of Australia's leading end-of-life services websites, helping families compare and arrange services with less stress.
Growing fast, with data in too many places
The business was scaling quickly. Contacts, deals and support requests lived in different platforms and spreadsheets, and keeping on top of communication and tasks took more time every month.
They needed one source of truth so every team could focus on the families they serve.
One source of truth, kept up to date on its own
Migrated everything into HubSpot
Data from the old platforms imported and organised into contacts, companies, deals and tickets.
HubSpot migrationConnected Slack
Updates reach the right people where they already work.
IntegrationsAutomated the status updates
Built-in automation keeps every team aware of where things stand, so nothing gets lost.
WorkflowsBuilt real-time dashboards
They replaced the manual spreadsheet reports and flag data issues on their own.
DashboardsBefore and after
Before
- Data spread across platforms
- Reports built by hand in spreadsheets
- Activity hidden in inboxes
- New starters slow to onboard
After
- One source of truth
- Live dashboards with data alerts
- Emails, calls and tasks on every record
- Slack keeps everyone in the loop
More time for the families, less time on admin
Every department sees the same emails, calls and tasks on each contact. Reports run themselves and data issues show up before they cause a problem. The team spends its time on growing the business, not chasing numbers.
Sounds like your setup?
Tell us what's going on. We'll show you where the quick wins are on the first call.