HubSpot Done Right, From Day One
KoiShark Consulting is a certified HubSpot Solutions Partner helping startups and midsize teams migrate to HubSpot, implement it properly, and train their people to actually use it. Expert implementation, optimization, and consulting that turns your CRM into your competitive advantage.
HubSpot Experts who actually use it
Our founder ran enterprise sales before starting KoiShark — then led a full CRM migration, trained the team, and built the reporting from the inside. Revenue grew. That's the whole origin story.
We're not a big agency and we don't try to be. When you work with us, you work with someone who has sat in the seat, hit the quota, and fought with the same workflows you're fighting with now. We also work in both English and Spanish.
What We Do
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Salesforce, Pipedrive, Keap/Infusionsoft, Zoho — we've moved tens of thousands of records without losing the data hygiene along the way. Custom objects, historical activity, deal associations: the things that usually get flattened in a migration come across intact. We plan the cutover around your calendar, too, so nobody's locked out of their pipeline mid-quarter.
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Sales Hub, Marketing Hub, Service Hub. Built around how your team actually sells, not how a template says they should. We start with your process and work backward — pipeline stages that match how deals really move, properties people will fill in without being nagged, permissions that protect data without getting in the way. The goal is a portal your team adopts, not one they work around.
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Over 8 years of them. Honest, objective, and scoped to your situation — sometimes an hour is enough, sometimes we need to get under the hood. You'll come away with a plain-English list of what's working, what's quietly costing you money, and what to fix first. There's no obligation to hire us for the fixes; plenty of clients take the list and handle it in-house.
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Workflows, lead routing, lifecycle stages, attribution, third-party and Zapier integrations. Fewer manual handoffs, fewer leads sitting unclaimed, and a lot less guessing about where your best deals came from. We build automation you can read and change yourself later — not a black box that requires a consultant every time something needs adjusting.
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Not just "here's where the buttons are." How to get real value out of HubSpot every day from folks who have been using HubSpot themselves for nearly a decade. Sessions are hands-on and tailored to the roles in the room, because reps, marketers, and admins all need different things from the same tool. We record them, too, so your next hire isn't starting from zero.
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Custom dashboards built on clean data, so the numbers you're making decisions on are ones you can trust. We fix what's underneath first — a dashboard built on messy records just makes bad numbers look official. Then we build the handful of reports leadership will actually open each week, and teach your team to build their own from there.
People Who've Untangled the Mess Before
We've seen what happens when HubSpot is set up wrong — and what's possible when it's done right. That difference is why we exist. Click the button to the right to learn more about the services we offer.
Why We Do What We Do
Because "set it and forget it" is how CRMs die. We believe in building systems that keep working — and partners who stick around to make sure they do.
What our clients have said
Common Questions
What is a HubSpot Solutions Partner?
A HubSpot Solutions Partner is an agency or consultancy certified by HubSpot to implement, customize, and support the platform. KoiShark is a certified Solutions Partner, which means our work is vetted by HubSpot and our client reviews are published in the HubSpot Solutions Directory.
How long does a Salesforce to HubSpot migration take?
Most migrations run 4 to 8 weeks, depending on data volume, custom objects, and how many integrations need rebuilding. We scope the timeline during a discovery call before any work starts.
Do you work with companies already using HubSpot?
Yes. A good portion of our work is fixing setups that were rushed, outgrown, or inherited from someone who left. An audit is usually the starting point.
What size companies do you work with?
Startups and midsize teams — typically 10 to 200 employees. We're built for companies that need someone who's done this before, not a large agency with a rotating account team.
Which HubSpot Hubs do you support?
Sales Hub, Marketing Hub, and Service Hub, across all tiers. We also handle custom objects, third-party integrations, and Zapier builds.
Where are you located?
We are a remote agency with a foothold in both the US and Mexico. We work remotely with clients across the US, Canada, and Latin America, in English and Spanish.
Ready to Chat?
Schedule a free 15-minute call to see how we can help.
Once you book a time, you will be sent an email and calendar invite containing a meeting link.
If you have any questions, please don’t hesitate to email us at: contact@koishark.com
Have Questions? Let's Talk
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