Half of CRM projects fail. The tool is rarely the reason. They fail because nobody adopts the thing once it's installed, and that's a people problem long before it's a software one.
I'm Jérémy Paille, founder and managing partner of Hexagone Stratégie. We're a HubSpot Gold Solutions Partner based in Lyon, and we work exclusively with French accounting firms (cabinets d'expertise comptable). This is a quick introduction to who we help, how we think about it, and where we fit.
Who we help
We work with one type of client: cabinets d'expertise comptable. Independent firms, multi-office groups, the new wave of digital-first cabinets, and the long-established practices that have decided digital is no longer optional. We've been doing this since 2016, which means we know the constraints of a regulated profession, the production tools the staff live in, and the kind of advisory missions partners actually want to sell.
By the time a cabinet calls us, the partners have usually already tried marketing in pieces. A new website that nobody briefed properly. A LinkedIn presence that went quiet after three weeks. A CRM that nobody opens. Our job is to put one strategy around all of it, with the customer of the cabinet at the centre rather than the next tool to install.
How we think about HubSpot for accounting firms
We don't sell HubSpot. We sell a sales process for the cabinet, and HubSpot is what we configure underneath it. That order matters. If you start with the software, you end up with a CRM that mirrors the demo and ignores how the firm actually wins clients.
So we start with the cabinet's customer journey. Where does a prospect first hear about the firm. What triggers the meeting. Who at the cabinet handles the proposal, who signs off, who delivers the engagement letter, who keeps the relationship warm afterwards. Once that's on paper, the HubSpot Marketing, Sales, and Service Hubs are configured around it, and we connect HubSpot to the production tools the firm already runs on, Pennylane, Cegid, Inqom, MyUnisoft, Sage Coala, Fulll, Welyb, Silae, so the client data lives in one place instead of being keyed in twice.
Where Portant fits
Engagement letters, mission proposals, deliverables, and client communications are how the relationship actually moves between the cabinet and the client. If your HubSpot data is clean but your lettres de mission and proposals are still being copy-pasted in Word every time, the loop is broken right at the moment the client is supposed to sign.
Portant is the layer we use to close that gap. It reads from the same HubSpot fields the team already trusts, generates the document on the spot, and writes the result back to the deal timeline. The associate doesn't get a new tool to learn, the partners get one source of truth for what was actually sent, and the document moves at the same pace as the data behind it.
Where to find us
If your cabinet is generating leads but losing them in the proposal, your team logs into HubSpot once a quarter, or your engagement letters still take half a day to assemble, we should talk.
You can find us at hexagone-strategie.com, or book a 30-minute video call directly via the contact page. If you want to see what the document layer looks like inside HubSpot first, the Portant + HubSpot integration page walks through it in product terms.
Le marketing au service de l'expertise comptable. C'est notre métier.
