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Construction•HubSpot · CRM · Data Structure
HubSpot CRM implementation for a construction contractor
From spreadsheets to a structured system for contacts, companies, and projects, a simple, centralised CRM the team actually uses.
Client · Goodwood Contractors
- HubSpot
About the client
About Goodwood Contractors
Goodwood Contractors is a UK refurbishment-focused construction company delivering external and internal works across residential and commercial properties.
The team works with a mix of private clients, commercial customers and subcontractors, which means a steady flow of enquiries, tenders and live projects to keep track of.
- Industry
- Construction
- Services provided
- HubSpot
Overview
Project overview
Goodwood Contractors is a refurbishment-focused construction company delivering external and internal works across residential and commercial properties.
As the business grew, managing client, subcontractor, and project information across spreadsheets and emails became increasingly difficult. The aim was to implement a simple, centralised CRM system using HubSpot, focused on contacts, companies, and project tracking.
The challenge
Where things were breaking down
Information was spread across multiple tools, making it hard to maintain a clear and consistent view of clients and ongoing work. This led to:
- No central database for clients or subcontractors
- Duplicate and inconsistent company records
- Limited visibility across the team
- Communication history not easily accessible
- No structured way to track tenders or projects
Together, these issues made it increasingly difficult to maintain a clear and reliable view of clients and ongoing work. As the volume of projects and contacts grew, the lack of structure began to impact efficiency, communication, and overall visibility across the team.
The objective
Structured but simple
The goal was to introduce a system that was structured but simple, something the team would actually use. Key priorities included:
- Centralising contacts and companies
- Improving visibility across the team
- Introducing basic project (deal) tracking
- Keeping the system easy to manage day-to-day
The aim was not to introduce a complex system, but to create a clear and practical foundation that the team could adopt easily. The focus was on building something structured, consistent, and aligned with how Goodwood already works day-to-day.
The approach
Building on a clean foundation
The process started with understanding how the business operates in practice, how enquiries come in, how information is stored, and what the team actually needs to access regularly. A clean data structure was designed before setting up HubSpot, ensuring the system would be organised from the start.
Preparation
This included:
- Creating structured templates for companies, contacts, and projects
- Standardising company names and removing duplicates
- Preparing data for a clean and consistent import
Configuration
HubSpot was then configured to reflect this structure and the way Goodwood works day-to-day. This involved:
- Setting up company and contact records with the right fields and information
- Creating a simple pipeline to track projects and tenders
- Linking contacts, companies, and projects to ensure everything is connected
- Structuring the system so it remains easy to use and maintain
The system provides clear visibility of key information while keeping everything structured and easy to access across the team.
The results
Immediate clarity and visibility
The impact was immediate in terms of organisation and visibility.
- Client and subcontractor data is now centralised
- Communication is visible across the team
- Duplicate and inconsistent records have been reduced
- Information is quicker to access
- A clear structure is now in place to support growth
Most importantly, the system remains simple, making it easy for the team to adopt and use consistently.
Deliverables
What we delivered
- HubSpot CRM implementation
- Company and contact record structure
- Subcontractor database
- Project (deal) pipeline for tenders and live works
- Data clean-up and deduplication
- Structured import templates
- Linked contacts, companies and projects
- Team walkthrough and handover
Services used
What was involved
"HubSpot has made it much easier for us to keep track of our clients and contacts. Everything is now in one place and accessible to the team. Ozge made the process straightforward and kept things simple, which is exactly what we needed."
Key takeaways
What this project taught us
- A simple CRM is more effective than a complex one
- Clean data structure is critical from the start
- Systems should reflect real business operations
- Adoption depends on ease of use, not features
Looking to implement HubSpot for your business?
If you're looking to organise your data and build a CRM system that works in practice, feel free to get in touch.
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