Explore a selection of our featured projects where we’ve helped businesses streamline operations, automate workflows, and scale revenue using CRM, ERP, and marketing automation platforms. Each project highlights real-world challenges, smart system design, and measurable results delivered through strategy-driven execution.
Our Featured Projects
Implemented a Salesforce-integrated solution for a US-based SaaS company, eliminating manual billing, reducing revenue leakage, and ensuring compliance across recurring subscriptions.
Implemented advanced HubSpot automation to fix inconsistent lead follow-ups, improve segmentation, and build smart workflows with scoring, branching logic, and personalized journeys.
Helped a global finance team improve ERP alignment, streamline financial processes, enhance reporting accuracy, and strengthen ownership of finance-specific system workflows.
Designed and implemented Make.com automation workflows integrated with Salesforce to sync leads and contacts with external platforms, enable real-time notifications, reduce manual data entry, and ensure accurate, up-to-date reporting visibility.
Rebuilt HubSpot with a RevOps-first approach to power structured sales processes, automation, and accurate reporting—creating a future-ready revenue engine that improved sales velocity, streamlined SDR/AE workflows, and delivered full visibility into performance and forecasting.
Implemented a seamless integration between HubSpot and Mailchimp to remove manual contact exports, ensure synced segments across platforms, centralize campaign analytics inside HubSpot, and reduce data duplication which resulting in more consistent lead nurturing and better visibility across marketing efforts.
Built a centralized sales performance dashboard to replace manual spreadsheets, giving leadership real-time visibility into rep activity, calls, meetings, and pipeline metrics. The solution enabled proactive performance tracking, faster decision-making, and clearer insights into sales bottlenecks across teams.
Built a complete Salesforce org for DietitianLive, enabling patients to book appointments with dietitians based on location and insurance, with seamless integration into the DrChrono EHR system for smooth data flow and operations.
Reviews & Testimonials
FAQs
Frequently Ask Questions
Find answers to common questions and get the support you need.
UTECH HUB specializes in Salesforce Consulting, HubSpot CRM & Marketing Automation, NetSuite Implementation & SuiteCommerce, Virtual Assistant services, and WordPress Development. We help businesses automate processes, streamline operations, and scale confidently.
We support a wide range of industries, including:
- Healthcare, Finance, SaaS & Startups
- Retail & eCommerce, Education (EdTech)
- Logistics & Operations
- Real Estate, Professional Services etc.
Our CRM solutions are customized to fit your industry’s unique workflows and compliance needs.
UTECH HUB offers both full CRM implementation and ongoing support. We handle complete CRM setup, system optimization and cleanup, custom development, automation and integrations, along with ongoing administrative support and monthly maintenance packages. You can work with us on a one-time project or choose a long-term partnership based on your needs.
We offer flexible pricing models:
Hourly (ideal for ongoing improvements)
Fixed-price (best for defined projects)
Monthly retainers (support + maintenance)
We provide transparent cost estimates after reviewing your project needs.
Timelines vary based on project complexity:
Small projects: 1–3 Months
Medium implementations: 3-6 Months
Large multi-cloud systems: 6+ months
We always share a detailed roadmap before starting.