---
title: "Magnisol: HubSpot CRM for a global Dayforce partner | Muloo"
description: Magnisol sells and implements Dayforce across eight regions. How we built a clean HubSpot CRM around its regional model, partner deals and five currencies.
image: https://www.wearemuloo.com/hubfs/blog/featured/cs-magnisol.jpeg
---
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⌕ What's broken?
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What is broken
- [We just bought HubSpot and nobody has set it up Guided onboarding](https://www.wearemuloo.com/solutions/hubspot-onboarding)
- [The portal got away from us Portal rescue](https://www.wearemuloo.com/solutions/portal-rescue)
- [We are moving off Salesforce or spreadsheets Migration](https://www.wearemuloo.com/solutions/migration)
- [Our systems do not talk to each other Integrations](https://www.wearemuloo.com/solutions/integrations)
- [Our website needs a developer to change a word Website build](https://www.wearemuloo.com/solutions/hubspot-websites)
What we do about it
- [Guided onboarding 4 to 8 weeks](https://www.wearemuloo.com/solutions/hubspot-onboarding)
- [Full implementation 8 to 16 weeks](https://www.wearemuloo.com/solutions/hubspot-implementation)
- [Portal rescue 3 to 8 weeks](https://www.wearemuloo.com/solutions/portal-rescue)
- [Migration 6 to 12 weeks](https://www.wearemuloo.com/solutions/migration)
- [Integrations 2 to 10 weeks](https://www.wearemuloo.com/solutions/integrations)
- [HubSpot website build 8 to 14 weeks](https://www.wearemuloo.com/solutions/hubspot-websites)
- [CRM architecture review 2 to 3 weeks](https://www.wearemuloo.com/solutions/crm-architecture-review)
Where to start
- [Free HubSpot audit What is actually wrong with your portal](https://www.wearemuloo.com/hubspot-audit)
- [Build overview The whole stream on one page](https://www.wearemuloo.com/build)
- [Book a call Pick a time, four questions, done](https://www.wearemuloo.com/book-a-call)
Free, and yours to keep
Run the audit before you decide anything.
Ownership, pipeline hygiene, data quality and admin access, scored on your own portal.
[Run the free audit →](https://www.wearemuloo.com/hubspot-audit)
What is broken
- [The process lives in people’s heads Sales process workshop](https://www.wearemuloo.com/solutions/sales-process-workshop)
- [Sales and marketing disagree on what a lead is RevOps blueprint](https://www.wearemuloo.com/solutions/revops-blueprint)
- [Leads come in and nothing happens to them RevOps blueprint](https://www.wearemuloo.com/solutions/revops-blueprint)
- [Leadership cannot see the pipeline properly Reporting platform](https://www.wearemuloo.com/solutions/reporting-platform)
- [We need a RevOps function but cannot hire one Monthly advisory](https://www.wearemuloo.com/solutions/revops-advisory)
What we do about it
- [Sales process workshop 2 days](https://www.wearemuloo.com/solutions/sales-process-workshop)
- [RevOps blueprint 4 to 6 weeks](https://www.wearemuloo.com/solutions/revops-blueprint)
- [Revenue operating system 8 to 14 weeks](https://www.wearemuloo.com/solutions/revenue-operating-system)
- [Monthly RevOps advisory Ongoing](https://www.wearemuloo.com/solutions/revops-advisory)
Where to start
- [RevOps overview The whole stream on one page](https://www.wearemuloo.com/revops)
- [CRM architecture review An independent read on what you have](https://www.wearemuloo.com/solutions/crm-architecture-review)
- [Book a call Pick a time, four questions, done](https://www.wearemuloo.com/book-a-call)
Not sure which
Start with the symptom instead.
Nobody wakes up needing integrations. They wake up because their systems do not talk to each other.
[Route me →](https://www.wearemuloo.com/hubspot)
What is broken
- [We are not generating enough pipeline Automated lead generation](https://www.wearemuloo.com/solutions/lead-generation)
- [Campaigns ship but we cannot measure them Campaign build](https://www.wearemuloo.com/solutions/campaign-build)
- [Content stopped after the launch push Content engine](https://www.wearemuloo.com/solutions/content-engine)
- [We cannot tell which campaigns produce revenue Reporting platform](https://www.wearemuloo.com/solutions/reporting-platform)
- [Marketing is one person doing everything Managed marketing retainer](https://www.wearemuloo.com/solutions/marketing-retainer)
- [We spend on ads and cannot tie it to revenue Paid media management](https://www.wearemuloo.com/solutions/paid-media)
What we do about it
- [Managed marketing retainer Monthly](https://www.wearemuloo.com/solutions/marketing-retainer)
- [Paid media management Monthly](https://www.wearemuloo.com/solutions/paid-media)
- [Landing page and campaign build 2 to 4 weeks](https://www.wearemuloo.com/solutions/campaign-build)
- [Content engine setup 6 to 10 weeks](https://www.wearemuloo.com/solutions/content-engine)
- [Automated lead generation 4 to 8 weeks](https://www.wearemuloo.com/solutions/lead-generation)
- [HubSpot website build 8 to 14 weeks](https://www.wearemuloo.com/solutions/hubspot-websites)
Where to start
- [Grow overview The whole stream on one page](https://www.wearemuloo.com/grow)
- [HubSpot pricing calculator Size seats and credits on your numbers](https://www.wearemuloo.com/tools/hubspot-pricing-calculator)
- [Book a call Pick a time, four questions, done](https://www.wearemuloo.com/book-a-call)
New pricing, new portals
HubSpot pricing changed on 1 October.
New EMEA portals now buy an edition, seats and a shared credit pool. [See what changed](https://www.wearemuloo.com/hubspot-pricing). The calculator sizes it on your numbers, not a sales estimate.
[Open the calculator](https://www.wearemuloo.com/tools/hubspot-pricing-calculator)
What is broken
- [We are asked to allow AI and nobody can sign it off Govern it first](https://www.wearemuloo.com/ai)
- [We want an agent that actually does the work Build it properly](https://www.wearemuloo.com/ai)
- [We do not know where AI would even help Find the use case](https://www.wearemuloo.com/ai)
- [We bought AI tools and nobody uses them Get it adopted](https://www.wearemuloo.com/ai)
What we do about it
- [Govern Guardrails, scoped permissions, logging, human checkpoints](https://www.wearemuloo.com/ai)
- [Build Agents and custom AI against your own data](https://www.wearemuloo.com/ai)
- [Use Putting it where it genuinely helps the revenue motion](https://www.wearemuloo.com/ai)
- [Adopt The enablement that stops it being bought and shelved](https://www.wearemuloo.com/ai)
Where to start
- [AI overview The whole stream on one page](https://www.wearemuloo.com/ai)
- [Muloo Audit An agent you can point at your portal today](https://www.wearemuloo.com/hubspot-audit)
- [Book a call Pick a time, four questions, done](https://www.wearemuloo.com/book-a-call)
Govern first
Guardrails before the agent.
Scoped permissions, logged actions and a human checkpoint anywhere the output touches a customer.
[How we govern AI →](https://www.wearemuloo.com/ai)
The products
- [Muloo Audit Automated HubSpot portal diagnostics](https://www.wearemuloo.com/hubspot-audit)
- [Muloo Reporting Leadership visibility across pipeline and delivery reporting.wearemuloo.com](https://reporting.wearemuloo.com/)
- [Muloo Signals Market, account and contact triggers signals.wearemuloo.com](https://signals.wearemuloo.com/)
Run on your portal
- [Reporting platform setup Agreed definitions, a dashboard per meeting](https://www.wearemuloo.com/solutions/reporting-platform)
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- [Free HubSpot audit The diagnostic, at no cost](https://www.wearemuloo.com/hubspot-audit)
Overview
- [All products What we build and run, and who it is for](https://www.wearemuloo.com/products)
- [Why we build our own The Empower argument](https://www.wearemuloo.com/products)
Empower
Built is not the finish line. Run is.
The tooling we use ourselves to speed up delivery and surface what is worth acting on. Available to run on your portal, not just ours.
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Free tools
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- [Muloo Audit The audit agent, on your portal](https://www.wearemuloo.com/hubspot-audit)
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- [Muloo Signals Accounts worth acting on this week signals.wearemuloo.com](https://signals.wearemuloo.com/)
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- [Resource library Articles, case studies, downloads and tools](https://www.wearemuloo.com/blog)
- [Case studies What changed, and what it was worth](https://www.wearemuloo.com/blog/tag/case-studies)
Free, and yours to keep
Point the audit agent at your portal.
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Muloo
- [About Who we are and why we exist](https://www.wearemuloo.com/about)
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Build
What is broken
- [We just bought HubSpot and nobody has set it up](https://www.wearemuloo.com/solutions/hubspot-onboarding)
- [The portal got away from us](https://www.wearemuloo.com/solutions/portal-rescue)
- [We are moving off Salesforce or spreadsheets](https://www.wearemuloo.com/solutions/migration)
- [Our systems do not talk to each other](https://www.wearemuloo.com/solutions/integrations)
- [Our website needs a developer to change a word](https://www.wearemuloo.com/solutions/hubspot-websites)
What we do about it
- [Guided onboarding](https://www.wearemuloo.com/solutions/hubspot-onboarding)
- [Full implementation](https://www.wearemuloo.com/solutions/hubspot-implementation)
- [Portal rescue](https://www.wearemuloo.com/solutions/portal-rescue)
- [Migration](https://www.wearemuloo.com/solutions/migration)
- [Integrations](https://www.wearemuloo.com/solutions/integrations)
- [HubSpot website build](https://www.wearemuloo.com/solutions/hubspot-websites)
- [CRM architecture review](https://www.wearemuloo.com/solutions/crm-architecture-review)
Where to start
- [Free HubSpot audit](https://www.wearemuloo.com/hubspot-audit)
- [Build overview](https://www.wearemuloo.com/build)
- [Book a call](https://www.wearemuloo.com/book-a-call)
RevOps
What is broken
- [The process lives in people’s heads](https://www.wearemuloo.com/solutions/sales-process-workshop)
- [Sales and marketing disagree on what a lead is](https://www.wearemuloo.com/solutions/revops-blueprint)
- [Leads come in and nothing happens to them](https://www.wearemuloo.com/solutions/revops-blueprint)
- [Leadership cannot see the pipeline properly](https://www.wearemuloo.com/solutions/reporting-platform)
- [We need a RevOps function but cannot hire one](https://www.wearemuloo.com/solutions/revops-advisory)
What we do about it
- [Sales process workshop](https://www.wearemuloo.com/solutions/sales-process-workshop)
- [RevOps blueprint](https://www.wearemuloo.com/solutions/revops-blueprint)
- [Revenue operating system](https://www.wearemuloo.com/solutions/revenue-operating-system)
- [Monthly RevOps advisory](https://www.wearemuloo.com/solutions/revops-advisory)
Where to start
- [RevOps overview](https://www.wearemuloo.com/revops)
- [CRM architecture review](https://www.wearemuloo.com/solutions/crm-architecture-review)
- [Book a call](https://www.wearemuloo.com/book-a-call)
Grow
What is broken
- [We are not generating enough pipeline](https://www.wearemuloo.com/solutions/lead-generation)
- [Campaigns ship but we cannot measure them](https://www.wearemuloo.com/solutions/campaign-build)
- [Content stopped after the launch push](https://www.wearemuloo.com/solutions/content-engine)
- [We cannot tell which campaigns produce revenue](https://www.wearemuloo.com/solutions/reporting-platform)
- [Marketing is one person doing everything](https://www.wearemuloo.com/solutions/marketing-retainer)
- [We spend on ads and cannot tie it to revenue](https://www.wearemuloo.com/solutions/paid-media)
What we do about it
- [Managed marketing retainer](https://www.wearemuloo.com/solutions/marketing-retainer)
- [Paid media management](https://www.wearemuloo.com/solutions/paid-media)
- [Landing page and campaign build](https://www.wearemuloo.com/solutions/campaign-build)
- [Content engine setup](https://www.wearemuloo.com/solutions/content-engine)
- [Automated lead generation](https://www.wearemuloo.com/solutions/lead-generation)
- [HubSpot website build](https://www.wearemuloo.com/solutions/hubspot-websites)
Where to start
- [Grow overview](https://www.wearemuloo.com/grow)
- [HubSpot pricing calculator](https://www.wearemuloo.com/tools/hubspot-pricing-calculator)
- [Book a call](https://www.wearemuloo.com/book-a-call)
AI
What is broken
- [We are asked to allow AI and nobody can sign it off](https://www.wearemuloo.com/ai)
- [We want an agent that actually does the work](https://www.wearemuloo.com/ai)
- [We do not know where AI would even help](https://www.wearemuloo.com/ai)
- [We bought AI tools and nobody uses them](https://www.wearemuloo.com/ai)
What we do about it
- [Govern](https://www.wearemuloo.com/ai)
- [Build](https://www.wearemuloo.com/ai)
- [Use](https://www.wearemuloo.com/ai)
- [Adopt](https://www.wearemuloo.com/ai)
Where to start
- [AI overview](https://www.wearemuloo.com/ai)
- [Muloo Audit](https://www.wearemuloo.com/hubspot-audit)
- [Book a call](https://www.wearemuloo.com/book-a-call)
Products
The products
- [Muloo Audit](https://www.wearemuloo.com/hubspot-audit)
- [Muloo Reporting](https://reporting.wearemuloo.com/)
- [Muloo Signals](https://signals.wearemuloo.com/)
Run on your portal
- [Reporting platform setup](https://www.wearemuloo.com/solutions/reporting-platform)
- [Signals subscription](https://www.wearemuloo.com/solutions/signals)
- [Free HubSpot audit](https://www.wearemuloo.com/hubspot-audit)
Overview
- [All products](https://www.wearemuloo.com/products)
- [Why we build our own](https://www.wearemuloo.com/products)
Resources
Free tools
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- [Ads ROI calculator](https://www.wearemuloo.com/tools/ads-roi-calculator)
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- [All tools](https://www.wearemuloo.com/tools)
Our apps
- [Muloo Audit](https://www.wearemuloo.com/hubspot-audit)
- [Muloo Reporting](https://reporting.wearemuloo.com/)
- [Muloo Signals](https://signals.wearemuloo.com/)
Reading
- [Resource library](https://www.wearemuloo.com/blog)
- [Case studies](https://www.wearemuloo.com/blog/tag/case-studies)
Company
Muloo
- [About](https://www.wearemuloo.com/about)
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Talk to us
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[Client Login](https://hub.wearemuloo.com/) [WhatsApp us](https://wa.me/27686343652?text=Hi%20Muloo%2C%20I%20found%20you%20on%20your%20website.) [Book a call](https://www.wearemuloo.com/book-a-call)
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Article
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# Magnisol: HubSpot CRM for a global Dayforce partner
 Jarrud van der Merwe
13 Oct 2026 3 min read
Magnisol sells and implements Dayforce across eight regions. We built a HubSpot CRM around how a partner actually sells: regional teams, partner deal types, vendor registration and five currencies.
[Talk to us about your CRM](https://www.wearemuloo.com/book-a-call) [Visit Magnisol](https://magnisol.com/)
At a glance
Client
Magnisol
Sector
Dayforce HR and payroll partner
Region
Global, eight regions
Platform
Sales Hub, Content Hub
Scope
CRM architecture and build, website fixes
Year
2026
- 8Regional teams
- 5Currencies with automatic rates
- 14Property groups, clearly named
- 9Pipeline stages with win probabilities
The short answer
Magnisol sells and implements Dayforce across eight regions. How we built a clean HubSpot CRM around its regional model, partner deals and five currencies.
## The client
Magnisol is a Dayforce partner, selling, implementing and supporting the Dayforce HR and payroll platform for clients across North America, the UK and Ireland, EMEA, DACH, Australia and APAC, and Latin America.
## The brief
Magnisol came to HubSpot with a clean portal and a complicated business. A partner business does not sell like a direct software vendor, and a default CRM setup would have hidden most of what mattered.
- Deals sold in one region and delivered in another
- Partner deals that are co sold, referred or resold, each registered with the vendor
- Pricing in several currencies, reported in one
- A pipeline the business could forecast from, not just a list of stages
- Dashboards for leadership, partner activity and delivery readiness
## What we built
### Audit first
- Checked users, teams, currencies and every default property before creating anything
- Confirmed a clean slate: no custom fields and no duplicates to untangle
### The regional model
- Eight regional teams, from North America to a Global team
- Five currencies, with monthly exchange rate updates switched on
- Selling Region and Delivery Region as separate fields on the deal, because they are often different
### A data model you can read
- Fourteen property groups across company, contact and deal, all prefixed so the custom build is obvious next to HubSpot's defaults
- Groups for account profile, systems landscape, ICP matrix, buying committee, offering classification and Dayforce qualification
- A single multi select buying committee role rather than a scatter of yes or no flags
### A pipeline you can forecast from
- Nine stages from New Lead through Qualified, Discovery, Solution Fit, Scoping and SOW, Proposal and Negotiation, each with a win probability
- Stage level required fields, so a deal cannot move forward without the information the next stage needs
- A products and services library covering Dayforce modules, Magnisol services and managed services
## Challenges and how we solved them
### Names that collide with HubSpot's defaults
The workbook called for a Deal Type of co sell, referral or resell. HubSpot already ships a Deal Type property meaning new or existing business. Overwriting it would have broken reporting quietly, so the partner field became Partner Deal Type, and every other field was checked against the defaults before it was created.
### A portal limit hiding in the plan
The portal allows ten teams. Eight regional teams leaves room for two more, which we flagged before anyone planned a team per country.
### A website on a locked theme
Magnisol's site runs on a child of a marketplace theme whose modules cannot be edited. When the hero had no mobile image, we built a small module that sets the mobile image from inside the page rather than rebuilding the hero, and fixed titles, meta descriptions and language settings through the CMS API.
## HubSpot platform in play
- **Sales Hub**Pipeline, stage requirements, products and line items
- **Teams**Regional structure for ownership and reporting
- **Multi currency**Five currencies with automatic rates
- **Custom properties**Partner, vendor and regional data model
- **Dashboards**Executive pipeline, partner activity, delivery readiness, expansion
- **Content Hub**Website fixes through the CMS source code API
## What we learned
1. **Check every field against the defaults.** A duplicate name is a reporting bug that nobody sees for months.
2. **Selling and delivering are different regions.** Model both, or commission and capacity reporting will argue with each other.
3. **Required fields belong on stages.** Required on create slows everyone down. Required to advance protects the forecast.
- [Build case studies](https://www.wearemuloo.com/blog/tag/build-case-studies)
- [Case studies](https://www.wearemuloo.com/blog/tag/case-studies)
- [Build](https://www.wearemuloo.com/blog/tag/build)
Jarrud van der Merwe
[More from this author](https://www.wearemuloo.com/blog/author/jarrud-van-der-merwe)
// Outcome
## What Magnisol runs on
- A clean portal with no duplicate or colliding fields
- Selling region and delivery region tracked separately
- Partner deal types and vendor registration on every deal
- A pipeline with stage requirements that protect the forecast
- Leadership, partner and delivery dashboards on one data model
## // Keep reading
- [ Article Seven HubSpot theme bugs that fail without an error Muloo Build · 13 Oct 2026](https://www.wearemuloo.com/blog/seven-hubspot-theme-bugs-that-fail-without-an-error)
- [Article HubSpot Onboarding & Implementation With Muloo Muloo Build · 13 Oct 2026](https://www.wearemuloo.com/blog/hubspot-onboarding-implementation-with-muloo)
- [ Article W.consulting: a full HubSpot website in four weeks Muloo Build · 13 Oct 2026](https://www.wearemuloo.com/blog/w-consulting-a-25-page-hubspot-website-delivered-in-four-weeks)
Talk to us
## Tell us what is going on.
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Rather pick a time now?
[Book a call](https://www.wearemuloo.com/book-a-call)
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Apps
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- [Muloo Reporting](https://reporting.wearemuloo.com/)
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