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Techies. Creative realists.
Strategists.

We love doing good work with good people and hopefully this page will show you how.

We’ve been partnering successfully with medium and large global organisations for over 15 years.

Our Aspirations

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To partner with clients and other agencies to help them succeed

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To learn big through failing small

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To build big daring hairy digital things

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To leave the world a nicer place than how we found it

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About Us

We love doing good work with good people and hopefully this site will demonstrate that to you.

We’ve been partnering successfully with medium and large global organisations for over 16 years.

Our purpose is to align humans with technology to create better customer experiences and drive business outcomes.

We’re systems, process and change management experts. We have deep experience across a number of platforms, a number of industry verticals and are able to make objective recommendations based on our assessment of your needs.

 

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Where We Specialise

We specialise in the following services for medium to large companies

Make your tools talk. And listen. And automate the heck out of your processes.
We integrate HubSpot with your other systems — CRMs, ERPs, finance tools and more — so your business runs like a single, smart machine.

Our custom HubSpot integrations connect your platforms into a cohesive, automated tech stack that works for you — not the other way around. Whether you need a simple data sync or an enterprise-grade API solution, we design and build integrations that are secure, scalable, and purpose-built.
Custom Integrations & Configuration
Make your tools talk. And listen. And automate the heck out of your processes.
We integrate HubSpot with your other systems — CRMs, ERPs, finance tools and more — so your business runs like a single, smart machine.

Our custom HubSpot integrations connect your platforms into a cohesive, automated tech stack that works for you — not the other way around. Whether you need a simple data sync or an enterprise-grade API solution, we design and build integrations that are secure, scalable, and purpose-built.
CRM Migration & Onboarding

We migrate Salesforce, Dynamics, Zoho and other CRMs to HubSpot — with no data loss, no stress, and no Frankenstein fields.


Migrating to HubSpot shouldn’t feel like open-heart surgery. Whether you're migrating from Salesforce, Microsoft Dynamics, Zoho, Pipedrive, or a jumbled mess of spreadsheets, we make the transition seamless. Our CRM migration services include full-funnel onboarding, architecture redesign, and hands-on enablement — so your new HubSpot CRM works the way your business does.

But here’s the thing: a CRM migration is never just about data. It’s about architecture, user experience, long-term scalability, and ensuring your team actually wants to use the thing. That’s where we come in.

We don’t just lift and shift — we rethink, rebuild and optimise.

Custom Membership Portals
We design and build secure, custom HubSpot membership portals that connect with your CRM, ERP, or internal systems — no cookie-cutter logins here.

Whether you're managing patients, partners, members or investors, your audience expects more than a login screen and a welcome message. They expect self-service, real-time access, and a user experience that doesn’t feel like it’s stuck in 2009.

That’s where we come in. We design and build custom membership portals that do what your off-the-shelf platforms can’t — tailored UX, deep system integrations, and smart automation behind the scenes.
Not just pretty — powerful where it counts.

Data Migrations
Your data’s got baggage. We carry it with care.
We migrate CRM, ERP, e-commerce and custom system data to HubSpot and other platforms — securely, accurately, and without breaking your business logic.

If you're moving data from Salesforce, NetSuite, Dynamics, spreadsheets or a bespoke platform, we deliver clean, documented data migrations tailored to your structure and goals.

Whether you’re switching CRMs, consolidating platforms, sunsetting legacy systems, or moving from a proprietary portal into HubSpot, we handle data migrations with precision and minimal disruption.

From anywhere. To anywhere. Cleanly.

Data Cleansing
Bad data is expensive. We clean it up before it costs you more.

We clean and optimise your CRM, ERP or marketing data — removing duplicates, fixing formats, and making your reports trustworthy again.

Dirty data isn’t just a nuisance — it’s expensive. It clogs up your CRM, breaks automations, confuses your sales team, and derails decision-making. Whether you’re prepping for a HubSpot rollout (link to CRM Migration and Onboarding), merging systems, or just tired of patchy records, our data cleansing services can help.

We don’t just clean — we correct, enrich, and future-proof.
Data Lakes and Architecture

We design and build enterprise-grade data lakes using Databricks, Snowflake, AWS, and Google Cloud. Create a central source of truth for reporting, golden records, and scalable integrations — with enablement for your team to manage and evolve it.

Your business runs on data — but too often it’s scattered across CRMs, finance systems, marketing platforms, and spreadsheets. When that happens, reporting feels impossible and teams waste time trying to reconcile different versions of the truth.

That’s where a cloud-native data lake comes in. By centralising your information into one scalable ecosystem, we create a single, trusted source of truth that unlocks powerful reporting, golden records, and future-ready integrations.

Digital Transformation & Change Management
Transformation doesn’t start with tech. It starts with people.

Digital transformation isn’t just a project — it’s a shift in how your business operates, connects, and grows. Whether you're implementing a new CRM, automating manual processes, or rethinking your entire customer journey, the technology is only half the story. The other half is change, and how well your people are supported through it.

We lead digital transformation projects that align your people, platforms, and processes, with change management that sticks. At Engaging.io, we blend deep technical know-how with practical change management strategies to make transformation stick.

Websites

We design and build custom HubSpot CMS websites that convert faster, scale easier, and give your team full control — no plugins, no patch jobs, no dev bottlenecks.

Your website should do more than look good. It should power your pipeline, reflect your brand, and adapt with your business. Whether you’re launching a new site or migrating from WordPress, we build websites on HubSpot CMS that are beautiful, flexible and optimised for performance.

Built for scale. Designed to convert. Made to last.

Whether you're launching a new brand, shifting strategy, or just tired of battling WordPress plugins every other week, we create HubSpot-powered websites that feel smooth, slick, and purpose-built for your business.

Our Recipe for Alignment

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Technology

We recommend and implement technology that will automate and personalise a contact’s journey to being a customer.

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Process

We build out technical processes from “audit” through to “go live” that best suit your business needs to help drive success.

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People

We work with your team to ensure they are ready to adapt to new systems and processes.

We work with clients to ensure all these are aligned. Improving our clients’ business is our business. So why not contact us to see how we can improve your business!

our-recipe

More Than Systems Experts

When we’re not untangling tech stacks, you’ll find us volunteering for digital literacy programs or debating the best coffee beans for late-night coding.

todd
Todd McPhee

Founder & CEO

michelle
Michelle O’Keeffe

Founder & CEO

ralph
Ralph Vugts

Solutions Architect

geff
Geff Harper

Head of UX & Design

Behind every success is a strong strategy

Engaging.io helped us go from tech chaos to crystal clarity — and actually made it fun.

Three successful HubSpot websites delivered

To date, engaging.io have designed and developed three successful websites for us. The Sydney team are professional, highly capable, and a pleasure to work with. They have been agile and responsive in the production of unique and lasting solutions that have met all of our project outcomes. We have worked with multiple HubSpot Agency Partners over the years and none come close to engaging.io. We continue to, and look forward to, working with engaging.io on future projects.

ACYP Admin

Office of the Advocate for Children and Young People

Sensational support under tight deadlines

"We were up against really aggressive build and deployment plans and Engaging were sensational in how they were able to team with us and help us along the way. We were able to get a customised CRM that really supported the re-launch of our global business. Highly recommend the team at Engaging."

Dylan Price-Brennan

Technical Director, Alta

Quality work with unwavering commitment

Their HubSpot and inbound expertise are second to none. Not only did Engaging.io go above and beyond to assist us to meet multiple aggressive deadlines, they have always been able to provide fast, undivided attention especially in critical moments. We are impressed with the quality of work and dedication with the team at Engaging.io.

Eva Knutsson

Customer Communications Manager, Mortgage Choice

Creative solutions powered by HubSpot expertise

A very productive and enjoyable experience integrating our Single Customer View cloud platform to HubSpot for group email distribution. Quick and creative ways of solving issues were primarily driven by the deep understanding of the HubSpot platform. An absolute pleasure to work with the Engaging team, and in particular Ralph Vugts, and we look forward to a long and productive relationship

Martin Corne

Senior Project Manager, Mortgage Choice

Custom HubSpot integration delivered seamlessly

Ralph and the team have been fantastic to work with. We needed a custom integration for an obscure platform built. They scoped the project really well upfront which felt like it was then easier to actually implement (at least from my side, not sure if it was for them!). They were great at communicating progress of the project and fixed issues quickly through testing and once in production. Most importantly, the project was delivered on time and within budget. I can't speak highly enough about my experience working with them.

Lisa Winkler

Direct to Consumer Sales and Marketing Manager, Levantine Hill

Global teams supported with ease

Exceptionally well-organised team and operation who were able to deal with our multi-country-based team. A real pleasure working with them and they made what was a very tight timeline feel easy. Would highly recommend Engaging.io and would be keen to work with them again. Brilliant.

Matt Morgan

Cars24

Seamless middleware and API integration

EIO were an integral member of the project team in delivering the Federally funded Business Energy Advice Program (BEAP) by Business Australia. They supported the program with: • Built a middle ware application to collect customer data from the BEAP Kentico website and a third party provider • Created a survey form that collates customer data and outputs a detailed report on their energy efficiency and ways to improve • Automate the sending of reports to customers • Sync all data with HubSpot • Push relevant data to third party provider via API • Automate 12 month follow up survey and associated data sync

Anthony Cooper

Senior Manager Energy Efficiency, Business Australia

Knowledgeable, skilled, and results-driven team

We have worked with Engaging.io on several projects. The team is knowledgeable, highly skilled, invested and patient. Todd took the time to really understand our problem and helped to build a plan to engage a new audience for Cancer Council. The results were amazing. Highly recommended!

Jill McGarn

Cancer Council Australia

Smooth CRM journeys with lasting impact

Having now experienced 2x onboarding journeys with HubSpot with the support of Engaging, I need to let you know their processes were excellent. Always organised, keeping us on track and ensuring “all bases” were covered along the way. Looking forward to our continued experience with HubSpot and the benefits and insights it will bring our team.

Joanne Wilson

People & Operations Manager, Entire OnHire

Big projects delivered with confidence

"Honestly, we had a huge project to complete in a very small amount of time, but I felt confident the entire time with Engaging. The expert team at Engaging has really changed our Marketing playing field, going above and beyond at every step of the way. I can’t wait to work with them again, and I can’t recommend them highly enough."

Anne-Marie Prince

Associate Manager Marketing Automation

Experts Choice

We are an award winning HubSpot partner 6 years running and one of only a handful of global HubSpot partners to have Advanced Implementation, Platform Enablement, Onboarding, Custom Integration & Solutions Architecture Design Accreditations.

We are recognised as HubSpot’s #1 for HubSpot Advanced CRM Implementations globally.

We are HubSpot’s top performing global integration partner and a HubSpot Connect partner with a number of apps in the HubSpot Marketplace.

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