Easy Peasy Sync

BACKGROUND

Please describe your company and position.

I am the Owner of American Technology Solutions, Inc.

Describe what your company does in a single sentence.

American Technology Solutions. Technology and Solutions to Power your Business. We offer a full range of technology solutions, including hardware, software and services. Our customers are our first priority.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Easy Peasy Sync to accomplish?

• We hired Easy Peasy Sync to help us properly implement HubSpot in a way that matched how our sales and customer success teams actually work. Our main goal was to replace manual processes, improve lead tracking, and give leadership better visibility into pipeline and performance without adding more tools.

SOLUTION

How did you find Easy Peasy Sync?

• Online Search
• Clutch Site

Why did you select Easy Peasy Sync over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Easy Peasy Sync were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Easy Peasy Sync reviewed our existing setup, customized HubSpot pipelines and properties, and built automation to manage lead routing and follow-ups. They also configured dashboards so sales and management could easily track deals, activities, and performance in real time.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

After launch, our team had a much clearer view of leads and deals, fewer manual updates, and more consistent follow-ups across the sales cycle. Reporting became easier and more reliable.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project was well-organized from start to finish. Tasks were delivered on schedule, communication was consistent, and any questions or changes were handled quickly and clearly.

What was your primary form of communication with Easy Peasy Sync?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out was how Easy Peasy Sync simplified HubSpot without cutting corners. They focused on usability and made sure the system actually supported our daily workflow.

Are there any areas for improvement or something Easy Peasy Sync could have done differently?

A bit more post-launch documentation would have been helpful, but overall the experience exceeded expectations.