Every new client engagement shouldn’t start from zero, and every account manager on your team shouldn’t be free-handing their own version of “the way we build HubSpot.” Template Manager turns your best delivery work into a standard the whole agency can deploy.
Standardized, error-free builds — at agency scale
Package your agency’s proven HubSpot setup once as a bundle — new record processing, campaign automation, a set of associated custom objects — and deploy it to any client portal your team manages. New account managers inherit a standard instead of a blank canvas, and every build starts from something that’s already been proven in production.
What you can do
- Package your delivery methodology as bundles and deploy it consistently across every client, regardless of which team member is handling the build
- Redeploy the same bundle to a new client portal in one action instead of rebuilding it by hand every engagement
- Give every team member access to the same vetted library of properties, workflows, segments, and forms — centralize your team’s knowledge in one repository instead of chasing down the one person who knows how to do it right
- Manage unlimited connected client portals from one place, with no per-portal ceiling