Marketing
Clifton Private Finance — Marketing Automation and Custom Quote System on HubSpot
Clifton Private Finance partnered with us to bring their marketing and sales operations into HubSpot for the first time. The goal was to create a scalable system that would simplify lead generation and accelerate deal closures.
We started by setting up the core HubSpot marketing infrastructure — including workflows, pipelines, and automated email sequences.
Next, we designed and built custom landing pages and multi-step forms optimized for conversion in the financial services niche.
One of the project highlights was the creation of a fully custom quoting system, built directly inside HubSpot. This solution not only personalized the client experience but also significantly improved the signing rate by automating proposal creation and approvals.
Additionally, we developed branded email templates and campaign assets to ensure consistency across all communication channels.
As a result, Clifton Private Finance now runs a modern, efficient marketing engine entirely within HubSpot — from first click to signed deal.
Since launch, the new system has delivered strong business outcomes —
🚀 +46% increase in qualified leads,
📈 +29% faster quote-to-sign time, and
💰 an estimated $50,000 annual efficiency gain through automation and streamlined deal management.
About Us
We bring global experience and results-driven HubSpot solutions
We are a strategic HubSpot-focused team with more than a decade of hands-on experience delivering business-critical solutions across Europe, the US, and Latin America. From CRM architecture to automated workflows and reporting, we build systems that deliver measurable outcomes.
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Our Services
What Our Agency Provides
CRM Implementation
Workflow Automation
Custom Integrations & APIs
HubSpot CMS Websites
Reporting & Dashboards
Ongoing Growth Support
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CRM Implementation
We configure your HubSpot CRM to match your unique sales processes—pipelines, custom properties, reports—and train your team for seamless adoption.
Data Migration & Cleanup Pipeline & Deal Setup Team Training & OnboardingFrom initial audit to go-live, we ensure your CRM is robust, scalable, and aligned with your goals.
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Workflow Automation
We design and build automated workflows in HubSpot to eliminate manual tasks, accelerate lead nurturing, and streamline your internal operations.
Lead Routing & Notifications Deal & Task Automation Lifecycle Stage ManagementWe turn complexity into clarity, helping you scale faster with automation that just works.
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Custom Integrations & APIs
We connect HubSpot with your existing tools and build custom APIs to support complex business processes and ensure smooth data flow across platforms.
Third-Party App Integrations Custom API Development Secure & Scalable ArchitectureWhether it’s syncing with your ERP, payment system, or custom backend, we make HubSpot work your way.
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HubSpot CMS Websites
We design and develop fast, responsive, and fully editable websites on HubSpot CMS that align with your brand and convert visitors into leads.
Custom Theme Development SEO & Performance Optimization Smart Content & PersonalizationFrom landing pages to full websites—we build digital experiences that drive measurable results.
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Reporting & Dashboards
We create custom dashboards and reports that give you clear visibility into your marketing, sales, and service performance in HubSpot.
Custom Report Creation Revenue Attribution Models Executive DashboardsNo more guesswork—just actionable insights to guide smarter decisions.
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Ongoing Growth Support
We act as your long-term HubSpot partner, helping you continuously improve your setup, adopt new features, and grow your business with confidence.
Monthly HubSpot Optimization Strategy & Performance Reviews Priority Support & TrainingYour goals evolve—we’re here to make sure your HubSpot evolves with you.