We fix HubSpot portals that grew faster than they were managed.

Every mid-sized company hits the same wall: HubSpot worked great when you were small. Then you scaled. The data got messy. Workflows broke. People stopped using features. Now you've got a CRM that's more confusing than helpful — and you're probably paying for stuff you don't use.

RSM Consulting specializes in cleaning up that mess.
Our work includes:
- CRM Optimization — Auditing your portal, identifying problems, and fixing them. Data quality, pipeline health, automation gaps, adoption issues.
- Migrations — Moving from Salesforce (or other CRMs) to HubSpot. Data, workflows, integrations, training — the full picture.
- Data Cleanup — Duplicates, incomplete records, stale contacts, broken associations. We get your database into shape.
- Training & Adoption — Helping your team actually use what you're paying for.
- Cost Optimization — Finding unused seats, underutilized hubs, and bloated contact tiers. Saving you money.

We're not a big agency. We're a small, experienced team — 20+ years in CRM and data — that works directly with mid-sized companies (typically 20-200+ employees) across the Americas and EU.

We built a free HubSpot audit tool that scans your portal across 9 areas and surfaces exactly what needs attention. Not because the tool is our business — but because we wanted to prove we actually know what we're talking about. 

The findings speak for themselves.

If your HubSpot needs work, let's talk.

RSM Consulting LLC

Org chart

Teams

Offices