Transition to HubSpot
We'll help you migrate from major CRMs and marketing automation platforms - so the switch is done within weeks rather than months.
Schedule a consultationWe help you migrate your data to HubSpot, integrate tech stack, and onboard and train your teams.
We'll help you migrate from major CRMs and marketing automation platforms - so the switch is done within weeks rather than months.
Schedule a consultationIntegrating HubSpot with your tech stack gives your team consistent, reliable information – giving way to smoother processes and more meaningful customer interactions.
Schedule a consultationCustom onboarding program, to get your team using HubSpot fast and move closer toward success faster than ever before!
Let's StartThe highest HubSpot tier we reached with HubSpot is Elite, putting us in the top 1% of the HubSpot partners globally.
We're a dedicated HubSpot tech partner, focusing exclusively on three services: HubSpot migrations, integrations, and complex onboarding—no more, no less.
Meet our exceptional team, who make the magic happen!
We did an onboarding for HubSpot with Luis S. the experience was amazing from start to finish. This is our companies first experience with a CRM. Luis taught us a lot in our meetings but also allowed us to dive in with things in between meetings so we could experience it ourselves. Would recommend Avidly, and specifically Luis, to anyone who needs help with CRM's. Thanks so much!
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Michael Wenzel51-200
Daniel Morales did an great job with our onboarding. Answered our questions, was flexible when we need to alter schedule and just gave us an good overall experience.
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Danny Sterling2-5
Luis was fantastic! He took the time to walk us through everything we needed to know and made sure we understood it. He was accommodating to our hectic schedule and was quick to respond to any changes. His daily tasks made it simple to learn more and self grow between calls. Thanks again Luis!!
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Mark Schwabenland51-200
Luis Salazar was an incredible guide throughout the entire onboarding process. His extensive knowledge of the HubSpot system was invaluable in our orientation to the system and we came away feeling confident in our ability to manage it independently.
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Barrett Lehnen11-25
Very knowledgeable and personable made it easy to learn the ins and outs of HubSpot. I felt pretty comfortable working my way around the platform quickly and any questions I had were answered quickly.
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Andrew Gordon2-5
Our HubSpot onboarding experience was wonderful. Each session was well planned and we kept a steady pace throughout the onboarding period. Luis was absolutely fantastic. He has deep knowledge of HubSpot and took time to ensure we had all of our questions answered.
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Sarah Tol11-25
Excellent experience with HubSpot Onboarding. Luis was a wonderful guide who helped us become self-sufficient by the end. Thank you for your help and patience.
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Amy Jenyk6-10
I had the distinct pleasure of working with Luis Salazar for the duration of our HubSpot onboarding with CRM ToolBox, and I couldn't be more impressed with his expertise and dedication to our project. From the moment we were introduced, it was clear that we were in exceptionally capable hands. He possessed an in-depth knowledge of HubSpot and a commitment to leaving no stone unturned, which made a big difference in our ability to establish a strong foundation with this new tool. Luis is a great collaborator. He was patient and challenged us to think outside of the box as we encountered obstacles. I never felt alone during this onboarding process, which is not a small feat for anyone working with handfuls of different clients on a daily basis. I never felt like anything other than his top priority whenever we spoke. I commend Luis for his outstanding support throughout this partnership and could not endorse him more to those who have the privilege of working with him in the future. He makes your interests his priority and brings significant value to every interaction he is a part of. Kudos to CRM ToolBox for the great hire!
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Adrian Frattini51-200
We were looking to streamline our marketing efforts so we added the HubSpot Marketing platform. The onboarding with Luis S. helped us not only migrate to this new platform but also save us a lot of time. We now feel comfortable and knowledgeable. I would recommend Luis 100%.
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Account Based Marketing
Ana Quiroz11-25
We were migrating to a new CRM tool and looking to streamline our process. It was a massive undertaking, but Daniel M's help made things easier and more manageable. We are in a better place now because if it. We hope to learn more over the next 6 months and perfect the process as we go. We will be a repeat customer - when the time comes to get a follow up evaluation of our workflow!
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Crm Implementation
Ricardo Ortega51-200
Avidly did an excellent job of understanding what I wanted to get out of my dashboards and reports and we were able to create what I needed to deliver Sales insights to the rest of my business and all on time. I would highly recommend anybody looking to capture a better analysis of their sales speak to CRM ToolBox/ Avidly.
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Onboarding, Sales Enablement
Rex Rusling26-50
Luis was amazing at helping step by step with onboarding. Highly recommend!
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Customer Marketing
Brooke Benitez11-25
Onboarding was simple and guided. Luis was very friendly, knowledgeable, and helped me troubleshoot larger list imports. 5/5.
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Onboarding
Mike McEuen26-50
Luis was such a great help throughout the Onboarding and Offboarding process! He answered any questions I have had through this and has made using HubSpot easier and more enjoyable!
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Sales Coaching And Training
Isabelle Gelpi26-50
Working with Luis has been nothing short of incredible. From the very start I felt I was in good hands with his support. From walking me through how HubSpot works, to supporting the development of our pipeline and deals, to digging into some technical questions I had, Luis left no stone unturned in supporting our onboarding. He infused joy and humor into all of our calls, and was also incredibly flexible with scheduling, which made the process feel like a breeze. I cannot recommend working with Luis and CRM ToolBox enough.
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Crm Implementation, Crm Migration, Customer Support Training, Onboarding, Sales Enablement
Kate Havlik6-10
This is the end of the list
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