Operations first.
HubSpot second.
Your partner for Revenue Operations and Thoughtful AI Enablement
Trusted by teams at
What We Do
Seven capabilities. One operations engine.
Operations Across GTM, Sales, and Support
Marketing, sales and CS operations connected by one process instead of split up by hub.
Operations doesn't live in one department. The handoffs from marketing to sales to customer success are where most revenue engines break.
We design the links between your teams: shared lifecycle definitions, cross-functional dashboards, handoff automation, and customer health signals that span all three.
Data + CRM Architecture
Data integrity, property governance, dedup, schema design. The foundation everything else depends on.
Most HubSpot portals pick up properties as they go, which leads to duplicates, abandoned fields, inconsistent naming, and data types that don't match how they're used. We audit what exists, build a clean schema, and set up governance so the foundation holds as you grow.
If you exported your contact database right now, what percentage would have complete, accurate records?
Process + Change Management
How work moves within and between your teams, designed with the people who run it.
Most adoption problems are process problems. When a team stops using the CRM, it's usually because the process was never clearly defined, or the person entering the data gets nothing back from it.
We map how work really moves within and between your teams and design clear steps, owners and handoffs, from deal stages and lifecycle definitions to cross-team handoffs. Then we build it into HubSpot and roll it out with SOPs and training.
Automation + Workflows
Lead routing, escalation, nurture sequences, internal notifications. Systems that enforce your process.
Automation should enforce the process your team agreed to, not create a parallel one nobody understands. We build workflows that route leads correctly, send the right internal alerts, and keep data moving without manual work.
Every workflow we build traces back to a decision your team made.
Reporting + Attribution
Dashboards that answer the question your leadership is asking. Source tracking that holds up.
Most reporting breaks down because the data underneath it can't be trusted, usually because nobody defined how it gets entered in the first place.
We fix that first, then build dashboards that answer specific leadership questions, attribution that holds up when someone checks it, and source tracking you can make decisions from.
Integrations
HubSpot connected to your stack, including operations, billing and contracting tools, with clean data flow and clear ownership.
We connect HubSpot to ERPs, billing systems, support platforms and enrichment tools with clear data ownership, clean sync logic and documented field mappings.
Every integration we build has one source of truth per field, so nothing overwrites a value another team relies on.
AI Enablement
We build the operational foundation first, then add AI where it saves your team real time.
AI is only as useful as the operations underneath it. If your data is messy, your processes aren't written down, and your team doesn't trust the CRM, no AI tool will fix that.
We start with the same diagnostic we run on every engagement. Then we clean up what's broken, structure the data so agents can use it, and build AI workflows where the time savings are real.
You end up with a working system your team uses, and the foundation to keep it running after we're done.
Fluent In Your Tech Stack
HubSpot Platinum Solutions Partner
HubSpot awards Platinum status based on certified expertise and client results. The certifications below cover the work we do every day.
From the Blog
Thinking on operations, HubSpot, and what comes next
What We Don't Do
We're an operations agency. Not a HubSpot agency that happens to do ops.
Content creation
6-week audit decks
AI dashboards or software
Paid media management
Reach out to your leads and customers
Upsell you on every HubSpot product
We do one thing: make HubSpot match how your business runs as it grows.
How We Work
The 3 tiers of operational maturity
This is how we've run every client engagement since Fission started, with each tier building on the last.
Foundation
Can you trust your data?
Systems
Do your systems scale?
Intelligence
Do you know where to focus?
Most agencies start with the scope you hand them. We start a layer deeper, with how things actually work today. That way the first thing we fix is the thing that matters most.
Kind Words From Clients
The best HubSpot agency you'll ever work with!
It is VERY hard to find good (and reasonably priced!) CRM agencies, and I feel like we hit the jackpot with Fission! Their owner Connor gets your business needs and stays engaged on your account (doesn't just take the first call and then hand you off) and his whole team is extremely well vetted and strong. We were in the very capable hands of Val and every week I was so impressed by her proactive reporting of progress, KPI review, recommendations for improvements / tweaks we can make, etc. We hired Fission to support with upskilling our team on using HubSpot, learning how to code emails and design workflows, standing up our SMS program, and do the marketing operations. They helped us lay a very strong foundation and taught our team to fish, so we are now self-sufficient.
Reasonably priced, responsive, great service, flexible with designing contracts around your needs, don't hold you to long out-clauses.... I can't rave about these guys enough! Definitely don't hesitate to engage them if you have ANY HubSpot needs.
Solid Service, Proactive Support, Excellent Insights, Great Partner
As a growing business in a very competitive space, we've got a lot of things to work on and a deep need to watch our dollars. Fission has set up and directly manages our CRM. If i say they are "responsive", that would minimize how quickly modifications, reporting, and Dashboards are created, updated, modified. On the marketing front, we've got 3 folks internally, none of whom are experts when it comes to digital execution so we need a partner who brings knowledge, advice, guidance, and is willing to "turn the wrench". I get that with Fission.
We've made the Fission team an integral part of both our execution and our strategy when it comes to all our marketing efforts. Rather than just being a "vendor" who takes direction, Fission actively and earnestly engages with us. Their insight and expertise is sought after and trusted. Because we have a lot of "moving parts", i've come to expect (and receive) input from the Fission team, often before i ask.
They see stuff and make recommendations and have a plan based on our need and objectives... prior to me asking. It's great, frankly. I have given them significant liberties and the freedom to "do what you believe is best, measure it, and let's figure out if it's working". And i have yet to regret that decision. This is my first time working with them, and i'm more than satisfied with what i'm getting.
Fission was awesome!
I was extremely impressed with the Fission team and would highly recommend them to anyone who needs to up their HubSpot game! Connor is a sales ops wizard and his years of experience running HubSpot for a really operations-heavy company, having to take HubSpot to its limits, led to him having a lot of elegant solutions that I think other HubSpot experts probably wouldn't have.
Fantastic service and VERY responsive
Connor and crew have been awesome to work with. We initially hired Fission for a short-term engagement to clean up our HubSpot environment and realized quickly that we would need them long term to ensure that we are building a high functioning and fast moving CRM system to drive sales and maintain relationships. Highly recommend Fission's team for their knowledge of HubSpot and their excellent and timely communication.
Great Team - Great Outcome
Team Fission supported our business migrating from Salesforce to HubSpot. From start to finish, it took less than six weeks! Connor conducted an excellent needs analysis and helped us complete the migration with as little disruption as possible to our sales operations. We were charged a fair rate with no surprise fees or extras. I appreciated the friendly and encouraging attitude of the team. They were always upbeat and optimistic about meeting all the requests in our scope document and kept us updated along the way. We look forward to working again with Fission.
Helpful Team with Great Insight
I'm sure we could have walked blindly into HubSpot and figured it out... but Fission saved us a great deal of self-inflicted pain by lighting the way to a well setup initial HubSpot instance for our business. There are a great multitude of fields that I'm confident we would have used incorrectly and bound ourselves up once our sales team grew down the road. Pay now or pay more later. Thanks Fission team!
Amazing to work with!
Working with this team has been a huge help to our organization. They are incredible partners, provide guidance, and work in an extremely timely and efficient manner.
Amazing work!
We've had a fantastic experience working with Fission to enhance our HubSpot usage across various aspects, including email health, marketing, workflows, SMS, and data architecture. Connor, Val, and the rest of the team was not only patient and methodical but also highly proactive in providing constructive feedback that significantly improved our processes. Their expertise made a complex setup feel seamless, and their approach to training and support has been invaluable. We highly recommend Fission for anyone looking to get the most out of their HubSpot!
Knowledgeable Team That Knows Their Stuff!
Fission was a great value for our business and great partners to work with throughout getting our instance up, running, and optimized. We had some very unique business cases that we needed to account for within HubSpot and the team never shied away from the challenge, but rather came up with unique, creative solutions on how to make things work. Would highly recommend the team for any HubSpot related project you have on the roadmap and would expect more hands on, great work, than what you would typically receive from the average agency.
The Best of the Best!!!
I was referred to Connor by a colleague. I had literally zero experience with HubSpot or any CRM software. I have been working with Connor for an extended amount of time, and I continue to be amazed by his work product. Connor has a unique ability to understand my specific field and business strategies, and implement things accordingly. He recommends the best practices and continues to have unique ideas for me. He is an excellent collaborator with my other outside partners, which has proved to be seamless. He his extremely flexible when I have new ideas. He has superior speed in delivery and remains on task. What I am thrilled with the most is Connor's communication. He is prompt, precise, and clear. That's extremely important to me. He has put together a killer team, and I am thrilled to get to work with them.
Have a HubSpot account? See more in the Partner Directory.
Where AI fits
AI doesn't fix broken operations. It amplifies them.
We don't sell AI tools. We build the operational foundation AI needs to be useful: clean data, documented processes, and systems your team trusts.
Without that foundation, AI becomes another tool nobody uses. With it, AI speeds up everything your team already does well. Skip the foundation and you're automating chaos.
FAQ
Common questions about Fission
Fission is built for B2B companies of about 50 to 300 people running on HubSpot. Most are in financial services, SaaS or professional services.
Typical clients are scaling a go-to-market team and want sales, marketing and SDR/AE processes designed to run inside HubSpot from the start. Others have multiple teams, brands or portals that have outgrown how their CRM was set up.
We're not the right fit for one-off setup work for very small teams, or for work outside HubSpot.
It's a working conversation, not a demo. We study your business and tech stack before the call, so we show up with real hypotheses. We dig into what's actually happening. Then we show you how we'd approach it, where we've solved it before, and what makes us different.
You'll leave knowing where to start, which plan fits, and roughly what it costs. We don't need HubSpot access to do any of this.
Work starts with a 90-minute kickoff. We dig into your portal and confirm priorities from the agreement. That kickoff is effectively the audit.
From there, at least two projects are moving from week one. Your dedicated team is assigned, and your first recurring check-in is two weeks after kickoff. Quick wins happen early. But the first month's main job is getting the foundation right, so everything after it holds.
You keep everything. Your portal, data and configurations are yours.
Every client also gets a Master SOP. It's a single reference that documents how your HubSpot is built, how your processes run inside it, and why. Whoever runs your operations next inherits a documented system instead of a puzzle.
Get Started
Start with a strategy call.
We'll talk through what you're trying to solve and why it matters right now. We'll ask questions about your processes, your team structure, and where things tend to break down.
You don't need to prepare anything formal (though that is always appreciated). Just come knowing what's frustrating you and what you've already tried.
Pro tip: Most companies reach out because something specific isn't working: Leads aren't getting routed. Reports don't match reality. The team built workarounds on top of workarounds and nobody trusts the data anymore. We can certainly start from those topics.
By the end of the call, we'll both know whether there's a fit and what the right first step looks like.
