To support the wider workflow, we also built two custom web apps. The first was an agent portal where field agents could log new leads, monitor updates and gain insight into their current pipeline. The second was a customer-facing qualification app for tenants and homeowners, allowing them to complete the grant qualification process and see what support may be available to them. This significantly streamlined the assessment journey, reduced pressure on the internal qualification team, and created a smoother experience for applicants.
Once a lead entered HubSpot, a series of automations handled much of the next stage automatically, including assigning ownership and generating a tailored list of evidence that needed to be collected. Through the agent portal, links could then be shared by email or SMS, allowing households to upload documents such as electricity bills, council tax statements, payslips and bank statements directly from their phone camera. This dramatically reduced the amount of time spent chasing paperwork and coordinating between agents and households, helping RMS Energy create a more efficient, scalable and user-friendly qualification process.
Federation Design’s strategic HubSpot integration empowered G4HI to quadruple work volume without increasing headcount, transforming their digital infrastructure into a market-leading growth engine. This partnership provided crucial industry intelligence and technical agility, streamlining workflows and enabling massive, efficient scaling.
A certified HubSpot partner brings both platform knowledge and implementation experience. That means you get more than just technical setup — you get support with structure, process design, automation, reporting, integration, and long-term optimisation.
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Mobile-first web design is an approach where a website is designed for mobile devices before being adapted for larger screens like tablets and desktops. This helps ensure the site works well for the way most people browse today, with clear navigation, faster loading, and a smoother experience on smaller screens. It often leads to better usability, stronger engagement and improved performance overall.
