Ongoing optimization + dedicated support

HubSpot Managed Services That Drive Revenue Growth

A HubSpot Platinum Solutions Partner running your portal day to day. You get a named account manager, a ticket queue you control, and senior certified consultants doing the work. You keep the strategy. We keep HubSpot working.

HubSpot OnboardingHubSpot Solutions PartnerHubSpot Solutions Architecture

Illustrative portal. Your task board will differ.

Trusted by 150+ B2B teams
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What it covers

What Is HubSpot Managed Services?

HubSpot Managed Services means a named team owns your portal every day, working from a ticket queue you control. It sits between the two options most companies have: a full-time admin you cannot justify, and a consultant you only call when something breaks. Here is the work that actually lands in the queue.

The Requests That Come In Every Week

A rep needs a property, a manager needs a view, marketing needs a list. Small, constant, and the reason portals decay when nobody owns them. Ours are turned around within a business day.

The Things Nobody Asked For

A monthly health check finds the workflow that has been erroring since March, the duplicate properties, the integration that stopped syncing. We fix them before they show up in a report.

The Campaigns That Need Building

Emails, landing pages, sequences, lead scoring. Execution work your marketing team has planned but does not have the hands for.

The Decisions That Need a Senior Opinion

Whether to add a hub, how to structure a new pipeline, whether that integration is worth the sync headaches. Answered by someone who has made the call across dozens of portals.

Why businesses trust us

A HubSpot Management Service Built On Trust

Trust in a retainer is not a feeling. It is being able to check. Every hour we bill is a ticket you can open, and clients stay because the work holds up, not because a contract holds them.

Every ticket and every hour visible in your own portal, so you see what was done and how long it took
The same account manager and consultants each month, so nobody relearns your portal on your time
Scale hours up or down monthly as the workload changes
Platinum Solutions Partner, Solutions Architecture accredited, rated 5.0 on HubSpot Marketplace and Clutch

Your gateway to premium services

What is Included in Our HubSpot Managed Services?

Transform your HubSpot experience with our specialized HubSpot management service, meticulously crafted to drive substantial growth and streamline your core business processes. Our team is committed to delivering customized strategies and innovative solutions that align perfectly with your unique business goals, ensuring a seamless and efficient journey towards digital excellence.

Admin & Marketing Tasks

From campaign management, email, and content creation to administrative tasks and workflow optimization, we handle every aspect of your HubSpot marketing activities.

Technical Support

Whether it's troubleshooting, system configurations, or custom integrations, our team of experts is always ready to assist. We pride ourselves on providing prompt and effective solutions.

Optimization & Monitoring

Stay ahead in your industry with our ongoing optimization and monitoring services. We continuously track the performance of your HubSpot environment.

HubSpot AI Services

HubSpot ships AI features faster than most teams can evaluate them. We decide which ones matter for your portal and switch them on properly: Breeze with permissions and review steps in place, Smart CRM auto-enrichment with property rules set first, AI deal and account summaries tuned to your properties, and cross-object reporting in Data Studio.

Our services on a broad spectrum

Though we specialize in HubSpot, our HubSpot Managed Services cover common HubSpot associated tools

Nowadays CRMs don't work in isolation and integration with leading tools in the market is crucial, that's why we give importance to common marketplace tools in our HubSpot services.

Salesforce

Salesforce

QuickBooks

QuickBooks

Google Ads

Google Ads

Stripe

Stripe

Zapier

Zapier

n8n

n8n

DocuSign

DocuSign

Claude

Claude

monday.com

monday.com

Aircall

Aircall

Typeform

Typeform

Shopify

Shopify

Our approach to HubSpot managed services

Take a Peek into Our Approach to Seamless HubSpot Managed Services.

This 4-step process is designed to successfully deliver our HubSpot setup services and ongoing HubSpot Managed Services.

1
Phase · 01

Select Your Suitable Plan

Begin your journey towards success by selecting the plan that aligns perfectly with your business needs.

2
Phase · 02

Onboarding With Dedicated AM

A Dedicated Account Manager is assigned to guide you through the onboarding process.

3
Phase · 03

Portal Setup

We will set up a Ticketing Portal dedicated to your account for streamlined HubSpot services.

4
Phase · 04

Ongoing Task Management

Our dedicated team will manage your daily tasks effortlessly, ensuring smooth and precise routine operations.

✓ PORTAL UNDER MANAGEMENT · MONTHLY REPORTING

Engagement models

HubSpot Managed Services Packages

Three HubSpot managed services plans, sized by how much of your portal you want off your plate. Every one comes with a named account manager, a ticket queue you can see into, and senior HubSpot Certified Consultants doing the work. Hours scale up or down with 30 days notice.

PLAN A
Essentials
$800/month
Your portal works and you need someone to keep it that way.
Hours
10 / month
Response
1 business day
CRM administration and permissionsCampaign, workflow and automation buildCustom reports and dashboards in HubSpotHubSpot AI and Breeze setup with guardrailsMonthly portal health checkDedicated Account Manager
PLAN C
Enterprise
Custom
Several teams and response times you need in writing.
Hours
40+ / month
Response
SLA-backed
Everything in GrowthDedicated consulting pod with Solutions ArchitectCustom integrations and RevOps strategyWritten SLA on response and resolutionQuarterly strategy reviews with leadership
Can't decide the right plan? Schedule a free strategy call and we will size one to your portal.Schedule a Free Strategy Call

Why 3 & Four

Why Choose 3 & Four for HubSpot Managed Services?

Most HubSpot managed services plans look alike on a pricing page. The differences show up in month three. These are the six habits we have deliberately kept out of ours.

We do not bill hours you cannot see. Every task is a ticket with time logged against it
We do not rotate your account through junior staff. Senior, HubSpot Certified Consultants only
We do not wait for something to break. A proactive portal health check runs every month
We do not send reports that say optimized. You get a list of what changed and why
We do not lock you in. Hours flex month to month as your portal needs change
We do not stop at HubSpot. More than a hundred marketplace integrations managed alongside it

Discover the range of tasks

Type of Tasks Covered in Our HubSpot Managed Services

Discover the depth of support in our HubSpot Managed Services, where we tackle a diverse set of tasks from each HubSpot Hub.

Marketing

HubSpot Marketing Hub

  • Lead Nurturing Setup
  • Design Marketing Emails
  • Publishing Content
  • Campaign Management
  • Search Engine Optimization
  • Lead Scoring
  • Marketing Studio Campaigns
  • Dynamic Content and Segments

And much more…

Sales

HubSpot Sales Hub

  • Email Sequences Setup
  • Analytics and Reporting
  • Automation and Workflows
  • Sales Playbooks Setup
  • Pipeline Management
  • Meeting Schedules Management
  • CPQ Quotes and Approvals
  • AI Deal Summaries

And much more…

Service

HubSpot Service Hub

  • Ticketing and Case Management
  • Customer Feedback and Surveys
  • Set up Live Chat
  • Shared Inbox Setup
  • Integration with 3rd Party Tools
  • Ticket Creation Bot Setup

And much more…

CMS

HubSpot CMS Hub

  • Website Content Creation and Management
  • Blog Post Creation and Publishing
  • Theme Customization
  • Forms and Lead Capture Integration
  • HubDB for Dynamic Content
  • Content Staging and Publishing Workflow

And much more…

CRM

HubSpot CRM

  • Objects and Associations
  • Create and Manage Properties
  • Customize Side-bars, Middle-bars, Cards
  • Team Views and Permissions
  • Smart CRM Auto-Enrichment Rules
  • Marketplace and Custom Integrations
  • Data Import and Export

And much more…

Data

HubSpot Data Hub

  • Data Synchronization and Integration
  • Automated Data Cleansing and Enrichment
  • Webhooks Setup
  • Custom Coded Workflows
  • Create and Manage Datasets
  • Create Programmable Emails
  • Cross-Object Reports in Data Studio

And much more…

AI

HubSpot AI and Breeze

  • Breeze Agents Setup with Guardrails
  • Breeze Copilot Prompts and Permissions
  • AI Account and Deal Summaries
  • Smart CRM Auto-Enrichment
  • AI Content and Email Drafting Review Steps
  • Feature Evaluation and Rollout

And much more…

Beyond HubSpot

Custom AI Systems

  • AI Agents Working on Your HubSpot Data
  • Lead Research and Enrichment Agents
  • AI-Drafted Follow-Ups Pushed Back to the CRM
  • Automations Across HubSpot and Your Other Tools
  • Custom LLM Workflows with Review Steps
  • Monitoring and Cost Control of Agents

And much more…

Beyond HubSpot

Custom Reporting

  • HubSpot Data into BI Tools such as Looker Studio and Power BI
  • Data Warehouse Sync and Modelling
  • Reports Joining HubSpot with Finance and Product Data
  • Automated Scheduled Report Delivery
  • Attribution and Pipeline Models Beyond Native Limits
  • Leadership Dashboards Outside HubSpot

And much more…

Our services

Key HubSpot Managed Services That We Offer

The task list is long and lives further down the page. This is what we are actually accountable for each month across every HubSpot managed services plan.

Data You Never Have to Clean Again

Validation at entry, merge rules, and a monthly property audit, so the clean-up project does not keep coming back.

Automation That Outlives Its Builder

Every workflow documented and reviewed, so it keeps running after the person who requested it moves on.

A Pipeline Reps Update Without Being Chased

Stages, required fields, and views shaped around how your team sells, so the data comes in as a side effect of working.

Reporting That Survives a Board Question

Dashboards built on properties we maintain, so the number leadership quotes is the number the CRM holds.

Integrations Fixed Before Anyone Notices

Sync errors caught in the monthly check, not in a rep's complaint. Billing, support, ads, and data tools kept talking to HubSpot.

New Hires Productive in Week One

Onboarding sessions on your own portal, with the views and permissions ready before their first login.

Evidence · accreditations

Certified And Experienced In HubSpot Onboarding

Platinum Solutions Partner, accredited by HubSpot for Onboarding and Solutions Architecture.

HubSpot Onboarding AccreditationHubSpot Solutions PartnerHubSpot Solutions Architecture Accreditation
150+
HubSpot clients served
100+
Onboardings and implementations
5.0 ★
HubSpot Marketplace rating
5.0 ★
Clutch rating

Reviews

What Clients Say?

★★★★★✓ VERIFIED · MANAGED CRM
Adeel + Afaq at 3&Four have been nothing but professional during our HubSpot revamp. Throughout the process they have been communicative, can translate HubSpot process speak to anyone slightly familiar with the platform and continually care for the success of the project. I have been nothing but impressed and grateful for their expertise and am excited to have met them!
Josh Steinberg · “The Whole Staff at 3 & Four are consummate professionals and HubSpot experts”
★★★★★✓ VERIFIED · MANAGED CRM
3&Four was a helpful partner in building out our CRM infrastructure. Their team was responsive, easy to work with, and took a consultative approach throughout the process. They provided practical recommendations and best practices that helped us improve our setup and better leverage the platform. Overall, a positive experience and a valuable resource for our team.
Derrick, S. · “Responsive and Knowledgeable CRM Partner”
★★★★★✓ VERIFIED · MANAGED CRM
I have worked with Adeel and his team at 3 & four for the past few months now. What I have been most impressed with is their responsiveness and quality of work. Even though we are in two very different time zones (I'm in the United States while Adeel is in Pakistan), the communication is almost seamless which I very much appreciate. I look forward to our continued partnership.
Asif Rehmani · “Hard to find more reliable folks than these guys”

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FAQs · for the record

Some common questions about our Managed Service

Everything clients usually ask — on the record. If yours isn't here, the consultation is free.

Still have a question?

A senior consultant answers within one business day.

Ask the team
01 What are HubSpot Managed Services?

HubSpot Managed Services typically include CRM management, marketing automation, sales enablement, workflow optimization, reporting, dashboard creation, integrations, and continuous platform support.

02 What is included in HubSpot Managed Services?

HubSpot Managed Services typically include CRM management, marketing automation, sales enablement, workflow optimization, reporting, dashboard creation, integrations, and continuous platform support.

03 Why do businesses need HubSpot Managed Services?

Businesses use HubSpot Managed Services to improve CRM performance, automate repetitive tasks, optimize marketing and sales processes, and ensure they get the most value from HubSpot.

04 How can HubSpot Managed Services improve ROI?

HubSpot Managed Services help increase ROI by streamlining operations, improving lead nurturing, enhancing reporting, and optimizing campaigns to drive more revenue and efficiency.

05 What are the benefits of working with a HubSpot Solutions Partner?

A HubSpot Solutions Partner provides certified expertise, strategic guidance, technical support, and best practices to help businesses successfully manage and scale their HubSpot platform.

06 Do HubSpot Managed Services include CRM customization?

Yes. HubSpot Managed Services often include CRM customization, pipeline configuration, custom properties, dashboards, and workflow development tailored to your business needs.

Get started · free consultation

Find your managed services plan

Tell us what needs running. A senior consultant sizes a plan and replies within one business day.

  • Dedicated Account Manager · on every plan
  • Transparent monthly reporting · no black-box retainers
  • Flexible retainers · scale hours up or down

We reply within 1 business day.