Upturn Accountants captures more opportunities and retires HubSpot with Ignition Deals & Forms
Upturn Accountants is saving time, capturing every lead, and eliminating the need for HubSpot by managing its sales pipeline in one place with Ignition Deals & Forms.
There’s no excuse to not capture this information. You can set it up on the spot. It’s very simple.
Luke Sawyer, CA, Upturn Accountants
The challenge: Leads slipping through the cracks
Upturn Accountants & Advisors is a Victoria-based firm that champions clarity, efficiency, and genuine partnership. Their team delivers personalised accounting, advisory, SMSF, and startup support, backed by tech-savvy systems and tailored expertise. They work closely with business owners across industries, helping simplify tax, boost profitability, and scale with confidence.
Despite their modern, client-first approach, managing leads was anything but streamlined. Enquiries came in through various channels (email, phone, walk-ins, and referrals), yet were managed across spreadsheets and a siloed HubSpot setup.
Without a central system tied to their practice tools, it was easy for opportunities to be missed.
It was hodgepodge. We were using a mix of HubSpot, FYI notes, and shared inboxes, but nothing connected properly. It was awful.
Adding to the frustration, the firm was using HubSpot for lead tracking. Luke says: “I strongly disliked that it didn’t natively talk to our other systems.” It was also an extra expense for the business — and a complex system that didn’t match their needs. Maintaining it meant more admin, double-handling, and wasted time.
The solution: A single, integrated pipeline with automated lead capture
With Ignition Deals, Luke and his team now have one simple way to capture every opportunity, without juggling separate systems.
If you don’t use this, you’ve got to be using something else — and whatever you’re using doesn’t link back to your practice tools.
Deals enables staff to create a new lead on the spot, assign it to a deal owner, and keep everything in one central pipeline. Whether a prospect walks in, sends an email, or calls during a meeting, the team can instantly log it in Ignition.
By pairing Deals with Ignition Forms, the team can also collect essential prospect details up front (information they might not ask for over email) and feed it directly into their pipeline. This not only speeds up lead qualification but also ensures key data flows into XPM for a smoother onboarding process.
Importantly, switching to Deals & Forms meant they could “remove HubSpot” entirely, saving on subscription fees and removing the headache of managing a complex CRM they didn’t need.
The impact: No more missed opportunities
Deals has “widened the net” for capturing potential clients at Upturn Accountants.
“You haven’t lost the email, you haven’t lost the thing.” Every lead is now recorded, tracked, and actioned, so nothing falls through the cracks.
The time savings are clear, but Luke says the real win is accountability and visibility. Any team member can see the full pipeline, pick up where someone else left off, and keep deals moving to the next stage.
There’s no excuse not to capture this info. You can set it up on the spot. It’s very simple.
With one less system to maintain, lower software costs, and every opportunity in one place, Upturn Accountants has a clear path from lead to signed proposal, without the admin drag.