

CRM Strategy & Leadership Programme
HubSpot doesn’t fail because of bad tools - it fails because no one showed leadership how to use it strategically.
If your teams are trained but your CRM still isn’t delivering, the problem isn’t adoption—it’s direction.

SIMPLIFI Blueprint
How CONVRG Helps You Turn HubSpot Into a Strategic Engine
Most teams only partially adopt HubSpot.
That’s the Adoption Gap—where data breaks, adoption stalls, and value gets lost.
We close that gap.
Not with onboarding.
With leadership-led adoption that aligns HubSpot to your business.
Got the Strategy? Now You Just Need the Right Help.
If you’re clear on what you need—whether that’s implementation, RevOps, or ongoing HubSpot support—
we’ve got the team to make it happen. No fluff, no guesswork. Just expert help where it counts.
Our Adoption Services
We combine management consulting with CRM expertise to deliver full adoption-led transformation
Leadership & mOS
Work directly with your leadership team to design a Management Operating System (mOS) that aligns your CRM with your strategic goals.
System Audit
We audit your current setup, streamline it, and fix what’s slowing you down.
Data Optimisation
Connect your data sources, clean and enrich your records, and build a single source of truth.
Process Mapping
Map customer journeys and business processes so your CRM supports every stage—from sales to service.
Change Management
Train teams, embed best practice, and make adoption part of your culture.
Performance & Optimisation
Define the KPIs that matter. Track what works. Improve what doesn’t.
Choose a Package That Best Fits Your Needs
We offer three service levels, designed to meet you where you are:
Perfect for small businesses just getting started with HubSpot
- Leadership alignment workshop
- CRM audit + quick wins
- Core data integration
- Executive and team training
From
£500–£1,500/month
£2,500–£5,000 setup
Designed for mid-sized teams ready to scale with structure
- Full mOS (Management Operating System) design
- Up to 20 data integrations
- Monthly performance reviews
- Leadership workshops and team enablement
From
£2,000–£4,000/month
£7,500–£12,000 setup
Built for enterprise teams that need total alignment
- Full leadership engagement
- Custom KPI frameworks
- Unlimited integrations
- Weekly performance reviews
- Continuous change enablement
From
£5,000+/month
£15,000 setup
Why Leadership Teams Choose CONVRG?
We don’t just make HubSpot work—we make it work for your business.
With us, you’ll:
- Align your CRM to your business strategy
- Build trust in your data
- Empower your teams to use HubSpot daily
- Create a system that drives growth, not just activity
This isn’t onboarding.
It’s a leadership-led transformation that turns your CRM into a measurable, manageable, and strategic asset.
Bridgend College’s HubSpot CRM Breakthrough with SIMPLIFI Framework
See how the SIMPLIFI Framework helped Bridgend College turn HubSpot into a strategic operating system—from disconnected data to full-team adoption. [Click Image]

Four types of business we really know
Sport
We have a lot of friends in the world of Sports so if you are looking for an agency that understands sports marketing sponsorship and hospitality sales we might be the one! From professional teams to NGO's we help your team win.


Not For Profit
We have worked with Charities, arms-length bodies and Foundations of many types and understand the pressures of the third sector as well as anyone. we can help with your data, fundraising and events management


Technology
From high-tech manufacturing to SAAS Startups. we've worked with lots of businesses in this arena. We can help with audience building, monetisation, sales process and so on. It helps to be a technology business ourselves!


Media
The roots of Real Inbound run deep into the world of media and the music industry, and always with a commercial aspect driven by the acquisition and monetisation of huge audiences through first-rate content strategies.

