Ascent

Built for Growth

You have multiple data sources, need integrations, and want a system that grows with you.

$14,500

one-time investment

6-8 weeks 15-40 reps

Deal Pipelines

Workflows

50K

Records Imported

Days Support

Ideal For Teams Who...

Teams of 15-40 sales reps

Multiple data sources requiring cleanup

Complex sales processes (2-4 pipelines)

Need for integrations (1-2 systems)

Want hands-on guidance throughout

What's Included

Portal Setup

Full account configuration, role-based permissions, team structure

Pipeline Configuration

Up to 4 deal pipelines with custom stages, deal tags, required fields

Properties & Data

Up to 50 custom properties, data import with cleanup (up to 50,000 records), duplicate management

Email & Calendar

Email integration, calendar sync, meeting scheduler with round-robin

Sequences & Templates

5 sales sequences, 10 email templates, 5 snippets

Automation

8 workflows (lead routing, deal stage automation, task creation, notifications)

Lead Scoring

Custom lead scoring model (up to 15 criteria)

Integrations

1 standard integration (Slack, Outlook, Gmail, etc.)

Reporting

4 custom dashboards, 20 reports, forecasting setup

Playbooks

3 sales playbooks configured

Training

6 hours of live training (2 sessions, recorded)

Support

60-day post-launch support (email + 2 support calls)

Project Timeline

Week 1-2

Discovery & Setup

Week 3-4

Data Migration

Week 5-6

Automation & Integration

Week 7-8

Training & Go-Live

Payment Terms: 40% at kickoff, 30% at midpoint, 30% at completion

Compare Options

Need Less?

Basecamp — $6,500

For teams of 5-15 reps with simpler needs.

Need More?

Summit — $24,500

For teams of 40-100+ reps with complex requirements.

Ready to Accelerate Growth with Ascent?

Let's discuss your goals and build a scalable HubSpot system in 6-8 weeks.