HubSpot implementation, rescue, and ERP integration

HubSpot your reps actually use, and numbers you can trust

ProfitPad builds, repairs, and integrates HubSpot for owner-led companies that have outgrown a basic CRM, with a focus on distributors, manufacturers, and healthcare organizations.

How ProfitPad connects your ERP, accounting, field reps, and the owner's view through HubSpotHubSpotWhere your team worksERPOrders, customers, pricingLIVEAccountingInvoices and paid statusLIVEReps in the fieldQuotes and orders from a phoneLIVEThe owner’s viewOne number everyone trustsLIVE
How ProfitPad connects your ERP, accounting, field reps, and the owner's view through HubSpotHubSpotWhere your team worksERPOrders, customers, pricingLIVEAccountingInvoices and paid statusLIVEReps in the fieldQuotes and orders from a phoneLIVEThe owner’s viewOne number everyone trustsLIVE
Fairbank EquipmentCooney BrothersSage Eldercare SolutionsAsaar Medical

Trusted by owner-led companies

Owner-led companies that run on what we built

Fairbank Equipment logo
Fairbank EquipmentEquipment distribution9 outside reps created 49 bids from HubSpot in 90 days
Cooney Brothers logo
Cooney BrothersIndustrial distributionERP data integration finished in about 2 months
Sage Eldercare Solutions logo
Sage EldercareEldercareAgreement stage 45% faster after the rebuild
Fowler High Precision logo
Fowler High PrecisionPrecision manufacturingCRM and deal flows for a manufacturing sales cycle
Plant Tours logo
Plant ToursIndustrial headset systemsLead scoring, routing, and dashboards
Asaar Medical logo
Asaar MedicalHealthcareFull CRM in 3 weeks
California Mobility logo
California MobilityMobility equipmentTerritory routing and sales automation
Cypress Vending logo
Cypress VendingIndustrial vendingCRM cleaned up, then used to launch a new product line
5-Tek Medical logo
5-Tek MedicalHealthcareHubSpot rolled out across 3 business units
9 outside reps, 49 bids from HubSpot in 90 days. Read the case study →

“It has been one of the rare IT implementations that there were no surprises and the product was as specified.”

Lon JenningsCEO, Fairbank Equipment
ERP data integration finished in about 2 months. Read the case study →

“We had started our migration with a different partner who told us they had integrated HubSpot with our ERP previously. Over a year later, the project still wasn't complete. ProfitPad finished the data integration in about 2 months, and that was over the holidays.”

Natalie BeersMarketing Manager, Cooney Brothers
Internal 1.0 rebuilt. Agreement stage 45% faster after the fix

“We hired ProfitPad to fix our poor internal 1.0 HubSpot implementation.”

Jack HerndonManaging Partner, Sage Eldercare
Full CRM in 3 weeks, including parent-child company mapping

“What we thought would take 60–90 days took just 3 weeks. ProfitPad pivoted, came up with viable solutions, and built us an amazing CRM.”

JJ GilmoreVP of Sales, Asaar Medical

If your team avoids the CRM, the system is the problem

Data nobody trusts.

Reps working around HubSpot instead of in it.

Deals slipping through missed follow-ups.

Reports that can't explain what happened.

Sales still running on spreadsheets and a CRM you've outgrown.

Another campaign won't fix that. A working system will.

What we build, fix, and connect

HubSpot implementation

Implement

A clean HubSpot build, at a fixed fee.

  • Pipelines, properties, and routing
  • Automation and reporting
  • Documented, with training so your team actually uses it
HubSpot rescue

Rescue

For HubSpot that went wrong.

  • Failed rollouts and messy portals
  • Stalled migrations
  • We find what's broken and rebuild the foundation
  • Governance in place so it stays fixed
ERP integration

Connect

Your ERP and HubSpot, talking to each other.

  • Reps see orders, customers, and pricing
  • No logging into the ERP
  • Built for Epicor Eclipse
  • Other ERPs scoped through discovery
Outgrowing your ERP entirely? Foundry is ERPNext, implemented and run by us, connected to HubSpot. See Foundry →
Who it's for: distributors, manufacturers, and healthcare organizations, including teams that need tight access controls on sensitive data.
What we're not: we build the system behind the work, not the work itself. No web design, no content, no ad campaigns.
Vitaly Kan, founder of ProfitPad

Built from the rep's chair, for the owner's view

Our founder sold from HubSpot before he ever configured it. That shaped how we build: from the user's chair, not the admin panel. Reps have to use the system without thinking, or the data never shows up. Owners have to see the business without sitting in every deal.

So we strip away the noise: the 20 reports nobody opens, the automation that helps no one. What's left is a system your team uses and you can read. Every builder on our team is trained to work this way.

Vitaly Kan, Founder

How a HubSpot project works

1ReviewDay 1

Systems review

30 minutes, free. You tell us what's breaking. We tell you whether it's a fix, a rebuild, or something you can handle without us.

2ScopeBefore you commit

Diagnostic or scoped plan

If the problem isn't clear yet, a $3,000 diagnostic maps it, credited in full if you start your build within 60 days. If it is clear, you get a fixed-fee scope.

See the diagnostic →
3BuildSet in your scope

Build and hand off

We build, train your team, and document everything, so the system is yours to run.

Depends mostly on your data volume and what's already in place. You get a firm timeline in the scope.

After launch, if you want us: keep improving the system on a monthly retainer with set hours. No open-ended support, no lock-in.

Our guarantee: every fixed-scope build has an outcome written into the scope, something you can check yourself at handoff. For example: your reps log quotes in HubSpot the way we agreed. If we don't deliver it, you get your money back.Applies to builds with a defined outcome. The diagnostic is a review, so it isn't covered.

The Rep's Chair Framework

Every build follows it. We design from the chair of the person who has to use the system, starting with five lifecycle stages, each with entry criteria. A record moves forward only when it meets them, so every report counts the same thing. How we implement →

Lifecycle StructureFive stages. Every one has entry criteria.LEADWhere every contact startsMQLFit score × Engagement scoreSQLNew → AttemptingConnected → QualifiedOPPORTUNITYDiscovery → Demo → NegotiationCUSTOMEROnboarding → Fulfillment → ExpansionTerminal states:DisqualifiedClosed LostOffboardingNothing advances without meeting its entry criteria.profitpad.com
Lifecycle StructureFive stages. Every one has entry criteria.LEADWhere every contact startsMQLFit score × Engagement scoreSQLNew → AttemptingConnected → QualifiedOPPORTUNITYDiscovery → Demo → NegotiationCUSTOMEROnboarding → Fulfillment → ExpansionTerminal states:DisqualifiedClosed LostOffboardingNothing advances without meetingits entry criteria.profitpad.com

Questions owners ask us

What does ProfitPad do?

ProfitPad is a Platinum HubSpot Solutions Partner that builds, repairs, and integrates HubSpot for owner-led companies. We implement HubSpot, rescue failed rollouts, and connect HubSpot to ERP systems like Epicor Eclipse. We don't do websites, content, or ad campaigns.

Who do you work with?

Owner-led companies, usually 25 to 100 people, where winning a customer takes a real process: qualification, quotes, follow-up, and handoffs between teams or systems. Most of our work is with distributors, manufacturers, and healthcare organizations. We also work with high-touch consumer businesses, like eldercare and mobility equipment.

How much does a HubSpot implementation cost?

Every project is a fixed fee, scoped before you commit. New-client builds start at $5,000, and most land between $5,000 and $20,000. If you're not sure what's wrong yet, start with the $3,000 diagnostic. Start your build within 60 days and the fee is credited in full.

Can you connect HubSpot to our ERP?

Yes. We've integrated Epicor Eclipse with HubSpot for two distributors. At Fairbank Equipment, outside reps request Eclipse bids from HubSpot and the order ID writes back automatically. Other ERPs start with a paid architecture discovery, so the price and timeline are real before you commit.

Where is ProfitPad based?

Burnaby, British Columbia. We work with companies across the US and Canada, fully remote.

Tell us what's breaking

Book a 30-minute systems review. You'll know whether it's a fix, a rebuild, or something you can handle without us.