CRM and marketing
The customer, the deal and what they actually bought
A CRM that knows what the customer ordered, what it cost to ship, and whether the invoice is paid — because it is the same database.
Sales and marketing in one workspace
HubSpot stays. What is new is that the CRM data sits next to orders, shipping and ledgers.
Companies and contacts
One customer card with deals, activities, order history, shipments and open items.
Deals and pipelines
Pipelines you configure yourself, with fields and stages that match how you actually sell.
Lookalike companies
Find companies that resemble the ones already buying, starting from the customers you have.
Newsletters
Sends against segments built from the same data — not against a list exported three months ago.
Google Ads
Campaigns, spend and results against the orders they actually produced.
SEO and channels
Rankings, UTM tracking and channel analysis, so "where did the sale come from" has an answer.
Keep HubSpot — and mirror it in
Contacts, companies, deals, quotes, orders and invoices from HubSpot are mirrored into Workspace. Sales can stay in HubSpot; support, the order desk and finance no longer have to log in there to see what was agreed.
It is the same model as for Visma: the system stays, the workspace sees it.
Marketing with the cost side attached
A campaign gets interesting once the spend sits next to the orders, the margin and the return rate.
Because ad data, orders and shipping live in one database, that is a report and not a project.
Connect the CRM to the orders
We mirror HubSpot into a test environment and show the customer card.