Renin Research · HubSpot for Insights Businesses
Turn HubSpot into your client intelligence platform.
A HubSpot CRM built around how Market Research, Consulting and Insights businesses actually win, manage and grow clients.
Your business runs on relationships, proposals, projects and repeat business. We map your GTM and sales process, design the right CRM architecture, build it in HubSpot, migrate your data and get your team using it.
Book a CRM Discovery Call →The Problem
Your CRM should know your clients.
Most Insights businesses have valuable client intelligence scattered across:
Excel · Email · LinkedIn · Proposals · Individual Salespeople · Old CRMs
Renin brings it together in HubSpot.
See Your Entire Client Relationship in One Place
The objective isn't simply better CRM hygiene. It's better client intelligence and more revenue from the relationships you already have.
Client
→ Contacts
→ Relationships
→ Past Research
→ Open Opportunities
→ Proposals
→ Revenue
→ Engagement
→ Next Opportunity
Built Specifically for Insights Businesses
From prospect to repeat business.
We understand the commercial journey of research and professional services businesses.
Target Account → Relationship Building → Research Enquiry → Brief / Discovery → Proposal → Negotiation → Project Won → Delivery → Client Review → Repeat / Cross-Sell → Growth
We configure HubSpot around your process, rather than asking your team to change the way they work to fit the software.
What We Build
Six systems, one platform.
Client Intelligence
A 360° view of every client, relationship, opportunity and interaction.
Sales Pipeline
Track enquiries, briefs, proposals, negotiations and expected revenue.
Account Management
Identify dormant clients, upcoming opportunities and cross-sell potential.
Proposal Management
Know what you've proposed, to whom, for how much and when the next action is due.
Revenue Operations
Connect marketing, sales, delivery and client growth.
AI & Automation
Automate research, data enrichment, qualification, follow-up, reporting and repetitive sales operations.
Choose Your Starting Point
We start with the problem you need to solve.
Rather than selling a generic CRM package.
CRM Audit
For businesses that already have a CRM
We'll examine your:
Data
CRM architecture
Sales process
Pipeline
Automation
Reporting
User adoption
You get: A practical roadmap for fixing your CRM.
Audit My CRMHubSpot Foundation
For businesses moving to HubSpot
We design and build your core CRM:
GTM & Sales Mapping
CRM architecture
Data migration
Pipelines
Properties
Workflows
Dashboards
Training
Revenue Platform
For growing Insights businesses
Everything in Foundation, plus:
Client Intelligence
Account-based selling
Advanced automation
AI agents
Sales enablement
Revenue dashboards
RevOps
Ongoing optimization
What's Included
| CRM Audit | HubSpot Foundation | Revenue Platform | |
|---|---|---|---|
| GTM Assessment | ✓ | ✓ | ✓ |
| Sales Process Mapping | ✓ | ✓ | ✓ |
| CRM Architecture | ✓ | ✓ | ✓ |
| HubSpot Build | — | ✓ | ✓ |
| Data Migration | — | ✓ | ✓ |
| Automation | — | Core | Advanced |
| Dashboards | Audit | ✓ | Advanced |
| AI | — | Optional | ✓ |
| Training | — | ✓ | ✓ |
| RevOps | Roadmap | Optional | ✓ |
| Ongoing Consulting | — | Optional | ✓ |
How It Works
Five stages, one system.
Discover
We understand your business, clients, GTM strategy and sales process.
Design
We map your GTM → Sales → Client → Revenue architecture and define how HubSpot should work.
Build
We configure HubSpot, migrate your data, build workflows and create dashboards.
Adopt
We train your team and embed the processes needed to make the CRM part of everyday selling.
Grow
We continuously improve your sales and revenue operations as the business evolves.
The Renin Philosophy
The tool is not the strategy.
The process is not the outcome.
Adoption is.
A beautifully configured CRM that nobody uses is worthless. That's why we focus on three things:
People + Process + Technology
in that order.
Why Renin Research?
Insights Business Expertise
We understand the commercial model of research, consulting and professional services businesses.
Business First
We map your GTM and sales process before touching HubSpot.
HubSpot at the Center
HubSpot becomes the system connecting your prospects, clients, pipeline and revenue.
Practical Implementation
We don't hand you a configuration and walk away. We help your team adopt it.
AI-Ready
We build the data foundation required to introduce AI agents and automation into your revenue operations.
FAQ
Why does an Insights business need a CRM?
Why do market research and insights companies need a CRM?
Because your biggest asset is client relationships and the intelligence around them.
Research firms often manage prospects, clients, proposals and past projects across spreadsheets, email and individual team members. A CRM brings this intelligence together so the business can see who the client is, what they have bought, what they are working on, and what could be sold next.
Isn't Excel enough?
Excel can store a list of clients. It cannot easily manage the relationship, activity, pipeline, proposals and follow-ups around hundreds or thousands of contacts.
A CRM turns a database into a working sales system.
We get most of our business from referrals. Why do we need CRM?
That makes relationship management even more important. A CRM helps you understand:
Which clients refer the most business
Which relationships are becoming inactive
Who your strongest relationships are
When to reconnect
Which other people in the client organization you should know
Can a CRM help us get more business from existing clients?
Absolutely. This is often the biggest opportunity for an Insights business. Your CRM can show:
Client → Past Projects → Contacts → Research Areas → Current Opportunities → Next Opportunity
This makes cross-selling and repeat business much more systematic.
Can we track research proposals?
Yes. You can track the entire commercial journey:
Enquiry → Brief → Proposal → Negotiation → Won/Lost → Repeat Business
You can see proposal value, ageing, probability, next action and expected revenue.
Will the CRM contain our confidential research data?
It doesn't have to. We recommend separating commercial/client intelligence from research data.
HubSpot can manage the relationship, opportunity, project metadata and commercial history, while sensitive research datasets, respondent information and research outputs can remain in appropriate specialist systems.
What about privacy when we work with many clients?
Privacy should be designed into the CRM from the beginning. We define who can view, edit, export and manage information based on teams, roles, clients and projects.
The objective is simple: people should have access to the information they need — and nothing more.
Can HubSpot manage different research teams and clients?
Yes, with the right architecture. You can structure the CRM around different:
Research practices
Teams
Client accounts
Sales responsibilities
Projects
User permissions
The exact architecture depends on the HubSpot subscription and how much separation your business requires.
What about AI?
A well-structured CRM provides the data foundation for AI. AI can help with:
Account research
Contact intelligence
Lead qualification
Follow-ups
Opportunity summaries
Next-best actions
Pipeline analysis
Identifying dormant clients
Finding cross-sell opportunities
What is the biggest benefit?
Visibility. At any point, management should be able to answer:
Who are our best clients?
What's in our pipeline?
Which proposals are stuck?
Which clients haven't heard from us?
Where is the next ₹1 crore of revenue likely to come from?
That's when HubSpot stops being a CRM and becomes your Client Intelligence & Revenue Platform.
Let's Talk
Ready to get more from HubSpot?
Whether you're starting from Excel, migrating from another CRM, or frustrated with an existing HubSpot implementation, we'll help you determine what needs to change.
Let's build a CRM your team actually wants to use.
Book a Discovery Call →