HubSpot CRM and Sales

Improve Relationships & Productivity

Contact Management

Track Every Lead

Capture and organize every lead, job, and follow-up in one place—no more lost sticky notes or missed callbacks.

Productivity Tools

Less Admin, More Action

Automate reminders, tasks, and email follow-ups so your team can focus on customers, not paperwork.

Sales Messaging

Say the Right Thing

Build templated emails, scripts, and estimates to help reps close the job confidently.

Scalability

Grow With Confidence

Start simple and scale your CRM as you grow with new teams, more jobs, or added services.

Flexible CRM Solutions for Service Businesses

We’re not tied to one platform—we’re here to help you choose, structure, and succeed with the right CRM for your business.

CRM Expertise

Without the Overhead

Acting as your fractional Chief Revenue and Technology Officers, we bring high-level strategy and hands-on execution—without the cost of full-time staff. We help you plan, implement, and optimize a system that supports your goals.

Platform-Agnostic

Strategy-First

While HubSpot is our go-to for flexibility and scale, we also work with tools like Jobber, Salesforce Essentials, Zoho CRM, ServiceTitan, and others. We recommend what fits best—no one-size-fits-all solutions here.

Customized CRM

That Works for Your Business

From quoting and lead follow-up to sales tracking and reporting, we make sure your CRM is set up to support how your team actually works. The result? Less manual work, better visibility, and more closed jobs.

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Improve Sales Performance & Pipeline Visibility

Contact the Right People

Have accurate key investor, customer, potential customer, and other essential data at your fingertips.

Use the Best Messaging

Create and analyze sales messaging to discover and systematize the best way to start a conversation.

Increase Productivity

Use simple and effective sales tools to spend more time closing deals and less time on admin.

Expand as Your Business Grows

HubSpot has free tools to get started, then expand into more features as you need them.

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What We Do

Data Strategy & Oversight

Define growth goals, map out the sales process, and establish a system for tracking performance and refining strategy.

Partner & Vendor Coordination

Bring in and manage skilled resources (software vendors, data specialists, etc.) to execute efficiently and stay within budget.

Tech & Tool Management

Choose and configure tools (CRM, quoting, scheduling, sales tracking) that fit your process and scale as you grow.

Pipeline & Process Design

Create clear, efficient workflows for capturing leads, managing deals, and following up—so nothing slips through the cracks.

Analytics & Optimization

Monitor key sales metrics, surface insights, and guide improvements that drive revenue and improve team performance.

CRM & Data Essentials for Growth

Build and Manage a CRM That Fits Your Workflow

CRM Setup & Customization

Structure your CRM to reflect how you actually work—estimates, site visits, and jobs in progress.

Pipeline & Stages

Visualize sales and service workflows to prioritize leads, jobs, and team activity.

Data Migration & Cleanup

Get your contact info, estimates, and job history out of spreadsheets and into a searchable, usable system.

Dashboards and Reports

Know your close rate, team workload, and job pipeline at a glance.

Lead & Customer Segmentation

Segment by service area, job type, or lifecycle stage to target the right message to the right person.

Team Onboarding

Train your office and field team to use the system with confidence, even if they’re not tech-savvy.

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See the Impact in Action

Real Home Services Companies, Real Results

DRYFT

Dryft improves customer experience 2x with the HubSpot mobile app.

This mobile bathroom renovation company streamlined lead management and scaled their operations using HubSpot’s CRM and automation tools.

👉 Read the Dryft Case Study

Handled

How Handled Scaled From Zero to 121 Locations with HubSpot

This concierge moving service used HubSpot to align sales, marketing, and operations—achieving 300% year-over-year growth.

👉 Read the Handled Case Study

What Our Clients Are Saying

Listen to Rob Wilson, VP of Marketing at VivoSense, an early-stage digital health company, describe how Ascend Business Growth helped them achieve the next level of growth.

“She was integral to building both pieces of the client relationship management software and the website in HubSpot. Our company, about a year and a half ago, raised a $25 million series A round to finance the next stage of the company's growth.”

CRM & Data Management

Track every customer interaction, job, and follow-up with organized, centralized systems.