Beta Built for agencies
Stop running your CRM in your head
Data hygiene, adoption and sales automation for HubSpot agencies, without your own operations team
4 calls, 3 projects, 5 tools: your head is full, but HubSpot stays empty. Dory takes over CRM upkeep and follow-ups for you. So your team has time for real customers again.
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The Problem
“I really should add that to HubSpot…”
Sound familiar? You rolled out HubSpot, but adoption sits at maybe 10%. Why? Because documenting after an intense call costs energy nobody has left.
Cognitive overload
Your team jumps between WhatsApp, LinkedIn and email. Important info ends up in heads instead of the CRM.
The “Monday blind flight”
In the pipeline meeting, nobody is sure what the latest is on Deal X. Everything runs through hallway chat and personal networks.
CRM as punishment
Documentation feels like an admin burden, not an asset. “When I get around to it…” isn’t a process.
What changes with Dory
Your CRM updates itself from now on.
| Status quo | The Dory relief |
|---|---|
| Context-switching: open 5 tools just to research one lead. | Single interface: Dory pulls all the info (LinkedIn, web, CRM) into one chat. |
| Mental ballast: pushing 20 min of admin work after every call. | Proactive debrief: Dory comes to you. 2 min chatting = HubSpot up to date. |
| Knowledge silos: info lives only in the heads of key accounts. | Agency brain: past pitches and briefings are instantly available to everyone. |
| Reactive sales: “dead contacts” gathering dust in the database. | Smart prospecting: Dory finds the signals for the next upsell. |
The reality check
HubSpot Breeze as an alternative?
If you already have HubSpot and want AI in sales: the direct comparison of what Breeze takes off your plate and what it doesn't.
See the honest comparison →
Sales ops for your HubSpot — as a service
Duplicates, empty required fields, unused workflows. We clean up your HubSpot and keep it that way, without you hiring someone for it.
What the service actually does →
HubSpot adoption — what if nobody really uses it
Reps bypass the CRM, required fields stay empty, training fades after two weeks. How to turn HubSpot into a tool your reps open on their own.
How we shift adoption →Why Dory
Because we have agency DNA
No new tool to learn
We set up the full HubSpot maintenance service for your HubSpot Partner Agency. Tech-enabled service instead of self-service frustration.
Model-agnostic
You’re never locked into one vendor. We always use the best model for the job.
Agency vibe
Dory learns your tone — whether that’s gaming culture or corporate finance. Including follow-up automation and CRM data hygiene.
Process
Your Dory, ready in one week
Understand & Define
A real conversation, not a questionnaire. We look at your HubSpot and understand where the most time is lost. After that, the ball is in our court.
Setup & Configuration
CRM connected, use cases configured, automations built. Your team does in this phase: nothing.
Go Live + Iteration
Usable from day 1. Then we prioritize together which use cases are next.
Case Study
From discovery to AI foundation
“With DoryAI we professionalised our sales processes without burdening the team with new software. Dory is the layer that turns our HubSpot chaos into real pipeline intelligence.”
“HubSpot used to be a data graveyard for us. Now deals are up to date after every call — without anyone on our side having to think about it. Exactly what we always wanted from a CRM.”
30 minutes. Your real data. Full transparency
No sales pitch. We'll show you live how Dory reduces your cognitive load.
No commitment. No prep needed.