5.0



Based on 47 ratings on HubSpot

The Moderate Genius was amazing when it came to moving from Zoho CRM to HubSpot. They've ensured data tracking is flawless, have created countless custom workflows for better speed to lead, touchpoints per lead, and pipeline management. Overall they were able to increase our ability to scale from $900k/mo in revenue to $3.2M in revenue in 6 months without our team having to add move VAs or team members to achieve this increase, and rather have the ability to remove people from our team to achieve 3x growth. Would highly recommend working with their team in any capacity when it comes to HubSpot.
Testawich, D.
Client result
$900k/mo → $3.2M
Revenue scaled in 6 months, without adding VAs or team members

We're a complex company and The moderate genius group was able to capture our company customer journey and stand up a project from scratch within a week. It was super time pressing and they were able to accomplish what I expected. They are not just a competent group with the right skills. They are also very collaborative.
Trujillo, A.

We worked with The Moderate Genius on a full CRM migration to HubSpot at the start of 2025, and they absolutely delivered. The transition was smooth, the build was clean, and their team was very responsive and adapted to our needs. Our team loves the new setup - it's efficient, and just works. Highly recommend them if you want a no-nonsense partner who gets it right the first time.
Samokhvalov, Y.

Our team, led by Srdjan, is first class. They are so attentive and on top of everything. Our support calls are organized, and the implementation and speed at which we can move to create new processes and more efficient workflows give us a big advantage. … Thanks for everything from AdOutreach!
Our team, led by Srdjan, is first class. They are so attentive and on top of everything. Our support calls are organized, and the implementation and speed at which we can move to create new processes and more efficient workflows give us a big advantage. It is a pleasure working with them, and the value add for us is something we cannot imagine not having. Highly recommend this team! Shout out to Bruno, Milos, and Esi as well. Thanks for everything from AdOutreach!
Whited, A.

For the past eight months, I’ve had the privilege of working with The Moderate Genius on behalf of my client, My Investing Club—and finding a team of this caliber is exceptionally rare. … I’ve built and scaled multiple organizations and offers past $100M+ in revenue … The team at The Moderate Genius? Hands down, the best.
For the past eight months, I’ve had the privilege of working with The Moderate Genius on behalf of my client, My Investing Club—and finding a team of this caliber is exceptionally rare.
When you're scaling a business, data isn’t just numbers—it’s the fuel for fast, confident decisions. But getting the right data, in the right place, at the right time? That’s where most companies fall apart. Not these guys.
Their ability to take complex tasks, multiple integrations, and overwhelming data streams and distill them into a simple, intuitive dashboard has been a game-changer. No fluff, no wasted time—just the metrics that actually move the needle.
Now, I’ve built and scaled multiple organizations and offers past $100M+ in revenue across a range of industries, and I’ve worked with more tech teams—both internal and external—than I can count. The team at The Moderate Genius? Hands down, the best.
Esi, Jelena, Srdjan, Milos, Bruno, and the entire team have a rare combination of technical brilliance and genuine care for their clients’ success. They don’t just deliver—they overdeliver, every single time. And that’s not something you can fake.
If you get the chance to work with them, just do it. The peace of mind, clarity, and speed they bring to decision-making is worth every penny.
You can keep struggling with scattered data and inefficient systems—or you can plug into a team that makes scaling feel easy. Your call.
Rob Mitchell, Founder & Coach, ExecHero
Mitchell, R.

[I]’ve been working with The Moderate Genius for over four years, and they’ve consistently exceeded my expectations. … They don’t just handle our HubSpot needs, but they’ve also been a valuable partner for various martech tools like Zapier, offline conversion tracking, WordPress, ClickFunnels, Databox, and reporting.
[I]’ve been working with The Moderate Genius for over four years, and they’ve consistently exceeded my expectations. Edward, the owner, is exceptional—always attentive and quick to provide solutions. Our account manager, Jelena, is equally fantastic, ensuring that all our needs are met with precision and care. What sets them apart is their versatility. They don’t just handle our HubSpot needs, but they’ve also been a valuable partner for various martech tools like Zapier, offline conversion tracking, WordPress, ClickFunnels, Databox, and reporting. Their expertise and proactive support have been crucial to our marketing and operational success. If you’re looking for a reliable, knowledgeable, and all-around fantastic HubSpot agency, I can’t recommend The Moderate Genius highly enough.
Haselhuhn, L.

We've loved getting the chance to work with the Moderate Genius team! They have been so helpful across the board in terms of HubSpot, Aloware, Samcart, Circle... pretty much every tool we throw at them!
Our systems have been dialed, and they truly understand how we as a business operate (Course creators, community managers, and coaching).
Griffith, B.

I have worked with other agencies like this in the past and they aren't very good at troubleshooting or finding ways to solve challenges that are a little outside of the box.
The Moderate Genius team has been awesome at finding work arounds and ways to accomplish our end goal with ease.
I would highly suggest working with them.
Elder, B.

We switched from Close.io to HubSpot and wish we did sooner! … What would've taken months only took weeks to implement … Working with the Moderate Genius team allowed us to squeeze out 100% of all the benefits of working with HubSpot - without them, we only would've gotten 30-40% of what's possible in the same time frame.
Working with Jelena and the Moderate Genius team was a great experience. We switched from Close.io to HubSpot and wish we did sooner! HubSpot has A LOT more features that will help our company scale from 7 figures to 8 and working with the Moderate Genius team allowed us to quickly and efficiently migrate CRMs. What would've taken months only took weeks to implement since we had a dedicated account manager that walked us through every step of the migration process. We also had weekly calls where we were able to ask all the questions we had and Jelena did a phenomenal job answering them. Working with the Moderate Genius team allowed us to squeeze out 100% of all the benefits of working with HubSpot - without them, we only would've gotten 30-40% of what's possible in the same time frame. Highly recommend working with the Moderate Genius team - you'll make your money back and generate an ROI in no time!
Colon, M.

The Moderate Genius is a Unicorn - and it's a breath of fresh air. … They helped us with many things including: - CRM Migration from Close.io to HubSpot (if you've ever done one yourself you know how much of a pain this can be) - Setting up Aloware and integrating it seamlessly with HubSpot …
I come from an industry where creating "copycat" businesses from the top down has become all too normal. The Moderate Genius is a Unicorn - and it's a breath of fresh air. Right from the start it's obvious they genuinely care about people and do things their own way. Like the world's greatest chefs, they've created their own unique recipe for delivering remarkable results for clients like me while upholding standards of exceptional customer service.
They helped us with many things including:
- CRM Migration from Close.io to HubSpot (if you've ever done one yourself you know how much of a pain this can be)
- Setting up Aloware and integrating it seamlessly with HubSpot
- Setting up new tracking systems and dashboards for better attribution and visibility on performance
- Fixing several of our internal tracking systems hosted on Google Sheets
- Training our sales team on using all the new systems
And much more. I'm often asked by companies to send referrals their way and I decline because I simply don't trust most of them to deliver the standard of experience and results I'd want my referrals to get. The Moderate Genius hasn't asked me for any yet, but they don't have to. If anyone comes my way who needs any of the services they provide will immediately be sent their way without a second thought. This is one of the companies I'm grateful to be a client of... and you would be too.
Katz, E.