Automation is a game-changer for businesses aiming to streamline operations, save time, and focus on what matters most. At Karman Digital, we’ve had the privilege of supporting clients such as Settio, global property development experts, and Chain of Events, innovative conference organisers, in unlocking HubSpot's full potential. Here’s a glimpse into their journeys, as told by our clients themselves.

Settio

Settio’s user story: “We need a more structured and efficient way to manage our properties, track sales, and gain better visibility into our pipeline. Our existing CRM setup lacks the organisation and insights required to support our fast-paced operations. To scale effectively and enhance our sales process, we need a tailored solution that will streamline our workflows and provide real-time data insights.”

How we transformed their CRM

• Structured UI and customised insights
  Settio required a user-friendly interface that allowed them to access key information quickly. A customised UI with tailored CRM cards provides them with relevant insights at a glance.
• Property and development management
  Managing their property portfolio efficiently was a priority. With custom-built objects, we established a structured way for them to organise and track developments, ensuring a seamless data flow.
• Refined sales process and team training
  Implementing a clear and optimised sales process was crucial to improving Settio’s workflow. Hands-on training ensured their team could fully leverage the new system, adopting best practices with confidence.
• Automated completions tracking
  Tracking property completions was previously a manual and time-consuming task. A dedicated tracking system now allows them to monitor progress with greater efficiency and accuracy.
• Advanced reporting for real-time insights
  Access to detailed reports and dashboards has given Settio better visibility into sales performance, helping them  make informed decisions and drive business growth.

The Outcome:

With an optimised CRM in place, Settio now manages their sales pipeline with precision, tracks key property data seamlessly, and operates with greater efficiency. This transformation has empowered their team to work smarter, reducing manual effort while improving business performance.

Chain of Events

Chain of Events’ user story: “Our lead management process isn’t converting effectively. We need a streamlined approach to improve data accuracy, enhance automation, and generate meaningful sales insights.”

Driving smarter sales with data-driven solutions

• Building smarter templates and automating workflows
  Chain of Events  needed a way to keep their sales communications consistent and reduce manual effort. With customised HubSpot templates and automated processes in place, their team can now focus more on selling and less on admin work.
• Real-time sales reporting for better decisions
  Making data-driven decisions was a challenge without clear visibility into their pipeline. Now, with advanced sales reports and intuitive dashboards, Chain of Events can track performance effortlessly and stay ahead of the game.
• Cleaning up their data for a more reliable CRM
  Their database was cluttered with outdated and duplicate records, making it harder to find the right information when they needed it. A thorough data cleanse has given them a clean, accurate, and reliable system to work with - helping both sales and marketing teams operate more effectively.

The Outcome:

By refining their HubSpot setup with these enhancements, Chain of Events improved sales efficiency, optimised workflows, and strengthened the alignment between marketing and sales - leading to a more effective and scalable growth strategy.

What it means for you

Settio and Chain of Events came to us facing common but critical challenges - messy data, inefficient sales processes, and a lack of clear visibility into performance metrics. They weren’t just looking for a CRM tool; they needed a smarter way to manage their operations, automate key tasks, and make data-driven decisions with confidence.

By combining automation with strategic thinking, we helped them clean and organise their data, optimise their sales pipeline, and unlock the full potential of HubSpot. From data cleansing to sales reporting and beyond, our tailored solutions ensured they could move past roadblocks and focus on what they do best.

Whether you’re struggling with fragmented data or an underperforming sales process, we’ll help bridge the gap between today’s challenges and tomorrow’s opportunities.