Case Study: WSC Group achieves a 40% increase in referrals with HubSpot

WSC Group increases referrals by 40% with HubSpot

WSC Group is an Australian mid-market accounting firm and Xero partner specializing in property investment tax, strategic business advice and self-managed super funds. Before HubSpot, the firm relied on spreadsheets with no central source of truth, making it hard to track deal stages, follow up promptly, match repeat clients with the same advisors, and understand customer behaviour — all of which consumed significant manual effort and hampered the customer experience.

By implementing HubSpot CRM and Sales tools, WSC centralized customer data, automated website enquiries into the system, and used Deal Stages to route clients to the right department or advisor and ensure compliance. The changes improved follow-up and relationships, drove a 40% increase in monthly referrals year‑to‑date, and saved about 25% of staff time by automating manual processes.

WSC Group

Sarah Cox

National Administration Director