Challenge
JGM and Associates Custom Painting manages multiple brands, including JGM Custom Painting, Delaware Concrete Coatings, and Purefinish. As the organization continued to grow, tracking projects across multiple teams and companies became increasingly difficult.
Project information was spread across spreadsheets, QuickBooks, and various manual processes, making it challenging to understand where projects stood, assign responsibilities, monitor progress, and prepare jobs for billing. Leadership needed greater visibility into project status, improved operational consistency, and more accurate reporting across all business units.
Additionally, JGM wanted to ensure HubSpot could support project management workflows while integrating effectively with their existing operational systems, including Slipstream and QuickBooks.
Solution
No Bounds Digital partnered with JGM and Associates Custom Painting to design and implement a project management framework within HubSpot that connected sales, project execution, and billing workflows.
The solution included the creation of a custom project management ticket pipeline that provided clear visibility into every active project. Key project stages were established, including Work in Progress, Crew Assigned, Completed, Ready to Bill, and Billed, allowing teams to quickly identify project status and next steps.
To reduce manual work and improve accountability, No Bounds Digital implemented workflow automation that:
- Automatically created project tickets when deals reached predefined stages.
- Assigned projects to the appropriate project managers based on business rules.
- Sent automated notifications to keep teams informed of project updates and deadlines.
- Standardized project tracking processes across all three business divisions.
The team also migrated historical project and deal data into HubSpot, ensuring continuity and preserving valuable operational records. Data mapping was carefully structured to align with existing business processes while supporting future reporting needs.
To provide leadership with actionable insights, No Bounds Digital developed a suite of custom reports covering operational performance across JGM, Delaware Concrete Coatings, and Purefinish. Training sessions were conducted to ensure team adoption and long-term success, while strategic consulting was provided to support integration planning between HubSpot, Slipstream, and QuickBooks.
Results
Following implementation, JGM and Associates Custom Painting gained a centralized system for managing projects from initial sale through final billing.
Key outcomes included:
- Unified project tracking across three separate business divisions.
- Improved visibility into project status and workload management.
- Reduced manual administrative work through workflow automation.
- Faster identification of projects ready for billing.
- Enhanced reporting capabilities with customized operational dashboards.
- Greater consistency in project execution and communication across teams.
- Improved confidence in data accuracy through structured migration and process standardization.
By consolidating project management and operational reporting within HubSpot, JGM created a more scalable foundation for continued growth.
Conclusion
For growing service-based businesses, visibility into project execution can be just as important as visibility into sales performance. By building a customized project management framework inside HubSpot, No Bounds Digital helped JGM and Associates Custom Painting create a connected operational system that improved efficiency, accountability, and reporting across multiple brands.
No Bounds Digital is a Diamond HubSpot Solutions Partner specializing in HubSpot implementation, onboarding, CRM optimization, automation, reporting, and custom development. By aligning HubSpot with each client's unique business processes, No Bounds Digital helps organizations streamline operations, improve team performance, and build systems that scale alongside growth.
More Case Studies
Want to Learn More?
We’d love to hear from you.