Ship a voice campaign add-on your clients can see in HubSpot
You already run portals, workflows, and reporting. Nudgy is the voice layer on top: first touch after a form, structured qualification, and writeback your strategists do not have to rebuild every quarter.
Client portal · lead handoff
LiveClient form submitted
Partner landing page
Nudgy calls with client script
~12 seconds later
Intent captured
Budget band · timeline · fit
HubSpot updated
Custom properties + owner task
Written for CRM and RevOps agencies by the Nudgy team. Claims are based on production HubSpot integrations and the AutoDoc customer reference architecture.
Last updated 2026-05-18. Questions: hello@nudgy.dev. Governance: Security, Privacy.
Consent-first voice programs with CRM audit trails.
A new line item that fixes the handoff you do not own
Your SOW covers CRM build. Nudgy covers what happens when marketing finally generates a lead and nobody calls until tomorrow.
Multi-client ready
Separate scripts, numbers, and field maps per client. Your delivery team configures once, ops runs the playbook.
Looks like your stack
HubSpot-native writeback today. Salesforce paths for mixed portfolios. Your clients stay inside the CRM they already pay you to run.
Proof in the retainer
Transcripts, summaries, and qualification scores become reporting your QBR can actually show. Less “we need more leads,” more “here is what inbound said.”
You lose renewals when client inbound dies quietly
Marketing hits goal. Sales says leads are weak. Nobody owns the first conversation.
Workflows fire, but reps still dial cold with no context on why someone filled out the form.
Your team gets blamed for “CRM issues” when the real gap is speed and qualification on the voice channel.
Nudgy gives you a productized fix you can roll out client by client.
How you roll it out per client
Scoping call with your team
- •Pick the client motion: form, webinar, or partner signup
- •Map HubSpot properties and owner routing
- •Align on consent and regional rules up front
Configure the client playbook
- •Script, tone, and qualification criteria per brand
- •Triggers from forms, lists, or workflow enrollment
- •White-label options where the client needs their name on the experience
Go live with audit trail
- •Every call logged with transcript and summary
- •Custom fields populated for AE and CS handoffs
- •Your agency owns the relationship; Nudgy runs the voice layer
Built for agencies who cannot gamble client brand
Consent before dial
Approved audiences only. Email-first paths where local rules require it. Opt-out honored on every program.
Client-visible CRM writeback
Reps see why Nudgy called, what was said, and what changed in HubSpot. No shadow database your client cannot audit.
Per-client configuration
Scripts, numbers, and field maps stay isolated. One client’s compliance posture does not leak into another portal.
Partner pricing
Volume tiers for agencies running multiple client programs. Scoping call covers packaging for your roster.
See how AutoDoc runs voice follow-up end to end
AutoDoc uses Nudgy after high-intent signups: live call, recap, and CRM context their team can act on. Use it as a reference architecture for your client pitches.
Read the AutoDoc case studyPick one client motion and hear it live
Run the Experience Nudgy block below as if you were the agency strategist pitching the add-on. Then book a scoping call to map the first client rollout.
Common questions
Is this replacing my client’s SDR team?
No. Nudgy owns the first structured conversation and CRM writeback. Your client’s reps get warmer context and faster routing, not fewer headcount decisions.
Can we white-label for end clients?
Yes. Talk to us on the scoping call about branding, sender identity, and what the client sees in HubSpot versus your agency delivery docs.
How do we price this inside our retainer?
Most agencies package it as a campaign add-on or managed voice ops line item tied to call volume. We will share partner tiers on the scoping call.
What if the client is on Salesforce?
HubSpot is production-ready today. Salesforce paths are available for mixed portfolios. We map fields and routing on the scoping call.
How long does implementation take per client?
Most agency clients go live in one to two weeks: scoping call, field map, consent rules, and a pilot list. Multi-client rollouts stagger by portal after the first playbook is approved.
HubSpot or Salesforce for agency clients?
HubSpot is production-ready with full writeback today. Salesforce is supported for mixed portfolios. We document the field map per client before dial.
What is the pricing model for partners?
Partner tiers are based on call volume and number of active client programs. Packaging is discussed on the scoping call so you can mark up inside your retainer or SOW.