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Innovation & AI

Prepare your business for the next generation of CRM-powered technology — AI-ready data, omnichannel communication, and compliance & security.

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SERVICES

AI

AI-Ready Data

Memory your AI can learn from. We structure, clean, and govern your CRM data so AI tools deliver accurate, actionable results — not hallucinations.

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COMMUNICATION

Omnichannel

Meet customers where they are. WhatsApp, email, chat, social, and phone — connected into one CRM-powered conversation layer where no message falls through the cracks.

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GOVERNANCE

Compliance & Security

Growth without risk. POPIA, GDPR, consent management, access controls, and data retention — implemented natively within HubSpot so compliance accelerates growth instead of restricting it.

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FUTURE-READY

Is your CRM ready for what’s next — or still catching up to what’s now?

AI, omnichannel communication, and data privacy regulations aren’t coming — they’re here. Businesses that prepare now build competitive advantages that compound. Those that wait spend the next two years catching up. We help you get ahead: structured data that AI tools can learn from, unified communication across every channel, and compliance controls that protect your growth. All built on HubSpot, all connected to your revenue operations.

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WHY MO FOR INNOVATION

Innovation grounded in operational reality — not hype

We don’t sell AI buzzwords or futuristic vision decks. We implement practical, measurable innovation on HubSpot — AI readiness, omnichannel orchestration, and compliance frameworks that deliver value today and compound tomorrow.

Practical AI readiness

We prepare your data for AI — not by adding another tool, but by structuring, cleaning, and governing the data your AI tools depend on. When the foundation is right, AI delivers accurate results from day one.

HubSpot AI-native

HubSpot’s Breeze AI, predictive scoring, and content tools are already in your subscription. We make sure your data is structured so these tools work accurately — getting value from capabilities you’re already paying for.

Omnichannel expertise

WhatsApp Business API, live chat, email, social messaging — connected into one CRM-powered inbox. We design omnichannel architectures around the channels your customers actually use, not the ones that are trending.

Compliance by design

POPIA, GDPR, and industry-specific regulations implemented within HubSpot’s native framework. Compliance that works with your marketing and sales processes, not against them.

South African + international

We design for both South African and international requirements — POPIA compliance for local operations, GDPR for EU engagement, WhatsApp Business for SA audiences, and global data governance standards.

Built on revenue operations

Every innovation engagement connects back to your revenue infrastructure. AI readiness improves reporting. Omnichannel improves customer engagement. Compliance protects the data your business runs on. Nothing exists in isolation.

The businesses that prepare now will lead for the next decade

AI, omnichannel communication, and data privacy aren’t trends — they’re permanent shifts in how business operates. Customers expect to reach you on any channel. Regulators expect you to govern your data. And AI is already reshaping how teams work, how decisions are made, and how revenue is generated. The question isn’t whether these changes will affect your business. It’s whether you’ll be prepared when they do. We build the infrastructure today that makes these capabilities operational — not experimental. Structured data that AI can learn from. Unified communication that customers trust. Compliance frameworks that protect your growth. All connected to your HubSpot revenue operations.

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Start with what delivers value now — build toward what compounds

We don’t recommend ripping everything apart for a transformation programme. We start with the innovation capability that delivers the most immediate value for your business — and build from there. For most businesses, that means AI-ready data: cleaning and structuring your CRM so HubSpot’s existing AI features start working accurately. Or omnichannel: connecting WhatsApp and chat to your CRM so customer conversations stop falling through cracks. Or compliance: implementing the consent management and access controls that protect your business from regulatory risk. Each capability stands on its own. Together, they create an innovation infrastructure that compounds.

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THE READINESS GAP

The difference between businesses that adopt innovation and businesses that are disrupted by it

Innovation readiness isn’t about buying the latest tools. It’s about having the foundations that make new tools effective.

AI tools that hallucinate and mislead

  • You’ve activated AI features — but your data is messy. Predictive scoring is unreliable. AI-generated content is off-base. Automated insights are wrong. The tools are powerful, but the data they’re learning from is garbage.
  • Customers lost between channels. WhatsApp in one inbox, email in another, chat in a third. Customers repeat themselves. Context is lost at every channel switch.
  • Compliance as an afterthought. A privacy policy exists on the website, but no actual controls in the CRM. No auditable consent trail. No retention policies. No access controls.

AI that works from truth

  • Clean, structured, governed data that AI tools can learn from accurately. Predictive scoring you trust. Automated insights you act on. Content generation that understands your business. AI that helps instead of hinders.
  • One conversation, every channel. WhatsApp, email, chat, social, and phone connected into a single CRM-powered inbox. Full conversation history regardless of channel. Intelligent routing.
  • Compliance built into the system. Consent management, retention policies, access controls, and audit documentation implemented natively in HubSpot. Compliance that runs automatically.
THE SOLUTION

How RevOps Ties It All Together

A unified CRM becomes the backbone of your entire operation. Every team, every tool, every data point — connected and flowing.

CRM
Single source of truth
Marketing
Attract & nurture
Sales
Close & convert
Service
Retain & delight
Reporting
Full-funnel insights
THE PROCESS

Our proven migration framework

A structured, five-phase approach that protects your data, preserves your integrations, and gets every team productive on HubSpot — fast.

Discovery & Audit

We map your current CRM architecture — objects, properties, automations, integrations, and data quality. We identify what migrates, what gets cleaned, and what gets retired.

Target-State Design

We architect your HubSpot environment based on how your revenue teams actually operate. Lifecycle stages, pipelines, custom objects, and permissions are designed before any data moves.

Data Migration & Validation

Records migrate in stages with validation at every checkpoint. Contacts, companies, deals, activities, and custom objects are reconciled against source data to confirm zero loss.

Integration & Automation Rebuild

Connected systems are re-pointed to HubSpot. Workflows, lead routing, and automated processes are rebuilt and tested in the live environment before full cutover.

Go-Live & Hypercare

Parallel running ends with a controlled cutover. We provide 30 days of active hypercare — monitoring data flows, fixing edge cases, and reinforcing team training.

CAPABILITIES

Three innovation capabilities — each valuable alone, transformative together

AI readiness, omnichannel communication, and compliance & security. Start with what matters most for your business today.

AI-Ready Data

Data quality remediation, schema optimisation, governance frameworks, and HubSpot AI activation. The foundation that makes every AI tool in your stack work accurately and reliably.

Omnichannel Communication

WhatsApp Business, live chat, email, social messaging, and phone — connected into one CRM inbox with intelligent routing, automated follow-ups, and cross-channel reporting.

Compliance & Security

POPIA, GDPR, consent management, data retention, access controls, and audit documentation. Compliance implemented natively in HubSpot — protecting growth, not restricting it.

Innovation Architecture

The integration and data layer that connects AI, omnichannel, and compliance into your existing revenue operations. Innovation that extends your infrastructure, not replaces it.

THE PLATFORM

HubSpot capabilities that power innovation

HubSpot’s platform already includes AI, omnichannel, and compliance features. We configure them to work with your specific data and business requirements.

Sales Hub

Your pipeline, deal stages, sales processes, and forecasting move to Sales Hub with full historical context intact.

  • Deal pipeline and stage migration
  • Activity history preservation (calls, emails, notes)
  • Custom properties and calculated fields
  • Sales automation and sequences
  • Forecast and quota configuration

Marketing Hub

Contact lists, campaign data, forms, and marketing automations transfer to Marketing Hub — ready to run from day one.

  • Contact and list migration with segmentation
  • Email templates and automation workflows
  • Form and landing page rebuild
  • Lead scoring model migration
  • Campaign attribution data

Service Hub

Ticket history, knowledge base content, and service processes migrate to Service Hub so your support team never misses a beat.

  • Ticket pipeline and status migration
  • Knowledge base article transfer
  • SLA configuration
  • Customer feedback and survey data
  • Service automation workflows

Operations Hub

Data quality, sync rules, and custom integrations are rebuilt in Operations Hub to keep your systems clean and connected post-migration.

  • Data sync configuration
  • Custom-coded workflow actions
  • Data quality automation rules
  • Third-party integration mapping
  • Programmable automation

Innovation across three critical dimensions of your revenue operation

AI, communication, and governance — the three pillars of a future-ready business, all built on HubSpot.

AI & Predictive Intelligence

Clean data, structured schemas, and governance frameworks that make HubSpot’s AI features and third-party AI tools deliver accurate predictions, useful automation, and trustworthy insights.

Omnichannel Communication

WhatsApp Business, live chat, email, and social messaging unified in one CRM-connected inbox. Customers communicate on their preferred channel. Your team sees the full picture.

Data Privacy & Compliance

POPIA, GDPR, consent management, retention policies, and access controls implemented within HubSpot. Compliance that protects your business and your customers’ trust.

Future-Ready Architecture

Data structures, integration patterns, and governance frameworks designed to support new capabilities as they emerge. Build once, extend continuously — without rebuilding the foundation.

CASE STUDIES

Innovation success stories

Coming Soon

AI readiness programme for a multi-entity B2B company — data quality remediation, schema restructuring, and governance enabling accurate predictive lead scoring within 90 days.

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Coming Soon

Omnichannel implementation connecting WhatsApp, email, and live chat for a financial services company — reducing average response time from 4 hours to 22 minutes.

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Coming Soon

POPIA and GDPR compliance implementation for an international B2B company — consent management, access controls, and audit documentation achieving compliance across three jurisdictions.

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CASE STUDY

How a financial services company unified customer communication across five channels

A growing financial services company was losing customer conversations across WhatsApp, email, live chat, phone, and social media. We implemented an omnichannel architecture on HubSpot — connecting all five channels into a single CRM inbox with intelligent routing, automated follow-ups, and cross-channel reporting. Average response time dropped from 4 hours to 22 minutes, and the team handled 3x conversation volume without additional headcount.

Read the full story
TESTIMONIALS

Client Testimonials

Reviews from the HubSpot Partner Directory. View them all.

OUR CLIENTS

Clients

We help our clients achieve sustainable growth with clear user journeys, innovative campaigns, automation, visibility and integration.

Frequently Asked Questions

Are these services suitable for businesses that aren’t “tech-forward”?

Absolutely. Our innovation services are designed for practical business impact, not for companies that want to experiment with cutting-edge technology. AI-ready data means your reports are more accurate and your automations work better. Omnichannel means your customers get faster responses. Compliance means your business is protected. These are operational improvements, not science projects.

Where should we start — AI, omnichannel, or compliance?

It depends on your most pressing need. If your data quality is poor and it’s undermining reporting and automation, start with AI-Ready Data. If customers are falling through communication gaps, start with Omnichannel. If you’re exposed to regulatory risk, start with Compliance & Security. We help you prioritise during the discovery phase — you don’t need to tackle everything at once.

Do we need to be on HubSpot Enterprise for these services?

Not necessarily. Many innovation capabilities work on Professional tier — particularly omnichannel communication and basic AI features. Enterprise tier unlocks advanced features like custom objects, advanced permissions, and predictive scoring. We’ll advise on the right tier during scoping, and we never recommend upgrades unless they’re genuinely needed for your use case.

How does AI-ready data relate to data consolidation?

Data Consolidation (under CRM & RevOps) focuses on cleaning and deduplicating your existing data. AI-Ready Data goes further — restructuring schemas for machine readability, implementing governance for long-term AI accuracy, and activating HubSpot’s AI features against your cleaned data. Most clients benefit from data consolidation first, then AI readiness as a next step.

How much do innovation services cost?

AI-ready data programmes range from R120,000–R450,000 / £6,000–£22,000. Omnichannel implementations range from R80,000–R250,000 / £4,000–£12,000. Compliance implementations range from R80,000–R300,000 / £4,000–£15,000. Combined programmes are scoped individually. We provide detailed proposals after the discovery phase.

Can you support these services on an ongoing basis?

Yes. AI data governance, omnichannel optimisation, and compliance monitoring all benefit from ongoing management. We offer retainer-based support that includes data quality audits, channel performance optimisation, and regulatory change management. See our Support & Training service for ongoing engagement models.

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