Mole Street is the HubSpot Elite Solutions Partner that connects STAR, CCH, Practice CS, and Thomson Reuters to HubSpot, with the partner adoption your last CRM rollout never got.
Plenty of agencies can sell you HubSpot. Far fewer can actually integrate it with STAR, CCH, or Practice CS, which is what separates a CRM rollout that ends in firm-wide growth from another half-used tool partners ignore.
Every cross-sell campaign, every referral workflow, and every piece of attribution reporting depends on practice management data flowing into HubSpot, and that integration work is where most accounting firm implementations stall.
Client, engagement, billing, and service-line data flowing from your practice management system through Mole Street's integration layer into HubSpot, where it stays maintained, audit-friendly, and ready for partners, BD, and marketing to activate together.
Your client, engagement, billing, and service-line data flows from your practice management system into HubSpot, gets modeled around how your firm actually operates, and arrives ready for activation.
Partners gain dashboards that surface warm intros and cross-sell opportunities, marketing gains real attribution from event to engagement, and your management committee gains reporting that survives PE-level scrutiny.
STAR, CCH Axcess, Practice CS, Thomson Reuters, ProSystem fx.
Secure, audited data extraction with SOC 2 Type II coverage all the way through.
Clients, engagements, service lines, and partner relationships modeled correctly for the way your firm actually operates.
Cross-sell tracking, partner workflows, and attribution reporting your CMO can defend.
Three system families show up at almost every Top 100 firm we work with. Connecting them properly is the difference between a HubSpot rollout that survives partner adoption and one that doesn't.
A national CPA firm running 20,000 clients on STAR across 20 states, and a Top 100 advisory firm consolidating 2,500 contacts from three disconnected systems. Two distinct integration challenges, one consistent playbook.
STAR practice management system fully integrated with HubSpot, delivering a unified CRM built to scale firm-wide growth across 20 states.
Read the case studyThree disconnected systems unified into a single source of truth for a Top 100 multi-disciplinary advisory firm, with HubSpot at the center of client service, advisory, and BD operations.
Read the case studyMole Street took the time to understand our use case and ultimately delivered HubSpot in a way that a team of non-sales people could understand. Mole Street is a great partner, one I would recommend to my peers.
Four things that aren't true of a generic HubSpot agency, each earned, verifiable, and visible in the work itself.
The top tier in HubSpot's global partner ranking, sitting above Diamond and earned through measured outcomes rather than fees paid.
Built for the compliance reality of firms under PE oversight or board scrutiny, with audit trails on every data flow we touch.
Partner adoption, practice management integration, and service-line cross-sell are how we work by default, never something we're figuring out for the first time on your engagement.
HubSpot's official accreditation for complex integration work, with the in-house engineering depth to handle the technical lift ourselves.
Four phases across twelve weeks: a working integration plan in two, practice management data flowing in six, partner workflows live in ten, and your BD, marketing, and partner teams running it on their own at twelve.
We map your practice management environment, current CRM state, partner workflows, and growth goals. You walk away with an integration plan you can defend to your management committee, whether or not you hire us next.
Connect your practice management system, model firm data correctly, migrate from Salesforce, Zoho, or a legacy HubSpot instance, and validate everything against real client records.
Build the partner workflows, dashboards, and cross-sell tracking your firm actually needs. Launch with your top adopters first so the system earns credibility before it goes firm-wide.
Train BD, marketing, and partner teams. Document everything. Transition to ongoing managed support so the foundation keeps producing after we step back.
Book a 30-minute call with a Mole Street senior consultant and we'll walk through your practice management environment, your goals, and a realistic 90-day plan.
HubSpot Elite Solutions Partner