Case Studies & Portfolio

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Case Study: HubSpot Governance & Automation for Forex (Montelux)

November 2025. Case Study: How Montelux scaled Forex sales across Europe using a strict HubSpot governance model, automated pipelines, and role-based access control.

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Case Study: Automating Quotes with HubSpot & Google Cloud

March 2025. Discover how we automated the quotation process for Evoterm by integrating HubSpot with Google Cloud, saving time and eliminating manual errors.

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Case Study: Advanced Lead Tracking in HubSpot

October 2024. Case Study: How we ensured full lead source traceability and data integrity for Spatz Medical by capturing UTM parameters and implementing automated data validation.

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Case Study: Global Search for UiPath in HubSpot

September 2024. Case Study: How we built a global search portal for UiPath on the HubSpot platform, unifying content from multiple sites and increasing search impressions by 500%.

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Case Study: Invoice Automation with HubSpot & EasyBill

February 2024. Case Study: How we automated the invoicing process for a German company by integrating the HubSpot platform with EasyBill, reducing manual tasks by over 50%.

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Case Study: Integrating Bulk SMS Sending into HubSpot

February 2024. Case Study: How we developed the SMSIt! application to enable sending millions of SMS messages directly from HubSpot, as used by Maccabi Tel Aviv.

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Case Study: Migrating Emails from FreshSales to HubSpot

November 2023. Case Study: How we successfully migrated 750,000 emails from FreshSales into HubSpot while maintaining data integrity and contact associations.

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Case Study: Consolidating HubSpot Accounts

November 2023. Case Study: How we streamlined operations and reduced costs for a client by consolidating two different business units into a single HubSpot account.

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Testimonials

I worked with OPTI for integrating SaaS services into our HubSpot presence, helping deliver a better experience for our online customers. I appreciate their technical skills, result-oriented approach, and constant availability

Vlad Ionescu

UI Path

The team of specialists at OPTI helped us move UiPath’s website to HubSpot and integrate various SaaS services to create a unitary experience for our customers. Well done, clear communication and management plus quick adaptation to new technologies and learning potential. Recommend.

Mihai Bădiță

UI Path

OPTI is great in identifying solutions and implementing them in a timely manner. From API integrations, technical investigations, and diagnosis to extensive platform migrations, OPTI can do it all, and it does it very well!

Monica Condrache

Senior Project Manager & Marketing Automation Specialist, NNC

OPTI has been a key partner which allowed us to go to market fast at a moment when our teams were in their infancy. Following attributes describe our collaboration with them: result-oriented, fast, proactive, excellent work ethics. I highly recommend them !

Cristian

Technical Director, Playwing

OPTI has been our main partner in web software development, web maintenance and web hosting for our business. We recommend their skills in software development as our requests and input are quickly translated into results, thus having a short launch-cycle.

Bianca Chirică

ART Publishing House

Launching my personal artistic website and blog has been one of the most beautiful recent moments. As I shared the news with the world, I appreciated the quality of effort and the magisterial touch of the team at OPTI and its founder, Marian Călborean. They helped with everything: graphic identity and layout, the organization of my projects and work and developing ways to update continuously the website content. I welcome the collaboration and warmly recommend their abilities.

Alina Purcaru

writer

OPTI is one of our main partners for highly technical Marketing Automation projects. As a HubSpot Partner, we always receive technical requirements from clients with advanced tech stacks. OPTI was great in identifying solutions and implementing them in a timely manner. From API integrations, technical investigations, and diagnosis to extensive platform migrations, OPTI can do it all, and it does it very well!

Monica Condrache

Senior Project Manager & Marketing Automation Specialist, NNC

Mihai Bădiță

UI Path

Vlad Ionescu

UI Path

Cristian

Technical Director, Playwing

Bianca Chirică

ART Publishing House

Alina Purcaru

writer