Your HubSpot partner in Orange County
Why work with a local HubSpot partner
- Same time zone, same region. We're based in San Clemente and work with teams all across Orange County, from Huntington Beach to Yorba Linda to San Clemente, plus B2B teams across the US.
- Part of the local HubSpot community. John Hulina, our founder, leads the Orange County HubSpot User Group, a free monthly meetup in Irvine and online with speakers from HubSpot and its partners.
- HubSpot Gold Solutions Partner. Certified, current on HubSpot's AI tools, and in regular contact with HubSpot's partner, product and sales teams.
- CRM experience since 2010. John is also a CRMmys awards judge.
HubSpot services for Orange County teams
HubSpot implementation
A first-time rollout built around how you actually sell: pipelines, properties, automation, lead routing and reporting. See all services.
Ongoing CRM support
A certified CRM team for a flat monthly fee, month-to-month, with weekly Senior CRM Strategist office hours. See CRM support pricing.
Salesforce to HubSpot migration
Move off Salesforce without losing data, with an audit, mapping, cleanup and a test import first. See migration services.
HubSpot–Salesforce integration
Keep both systems in sync with clean field mapping and no sync errors. See integration services.
AI agents and automation
HubSpot AI agents and conversation intelligence that capture notes, fill fields and draft follow-ups, with credit limits so costs stay predictable.
Portal cleanup
For portals that have drifted: deduplication, rebuilt workflows and lead routing, and reports your team can trust again.
Who we work with
B2B revenue teams that rely on HubSpot, from growing companies setting up their first CRM to established teams running HubSpot alongside Salesforce. Recent projects include commercial lending, staffing and life sciences. Read our case studies.
Learn HubSpot with your Orange County peers
Not ready for a partner yet? Join the Orange County HubSpot User Group. It's free, it meets monthly in Irvine and online, and every session is recorded.
Frequently Asked Questions
Is CRM Assist a certified HubSpot partner?
Yes. CRM Assist is a HubSpot Gold Solutions Partner, based in San Clemente, California.
Do you only work with Orange County companies?
No. We're based in Orange County and lead the local HubSpot User Group, but we work with B2B teams across the US.
What HubSpot services do you offer?
Implementation, ongoing CRM support, portal cleanup, Salesforce to HubSpot migrations, HubSpot–Salesforce integrations, and AI agents and automation.
How much does a HubSpot partner cost?
Ongoing CRM support is $5,000 or $10,000 a month, month-to-month. Implementation, migration and cleanup projects are quoted on scope. See CRM support pricing.
What is the Orange County HubSpot User Group?
A free monthly meetup for HubSpot admins, marketers, sales leaders and business owners, led by John Hulina of CRM Assist. Meetings alternate between online sessions and in-person meetings in Irvine. Join OC HUG.
Looking for a HubSpot partner in Orange County?
Tell us what you need from HubSpot. We'll review your setup and recommend where to start.