HubSpot case studies

Find the problem that looks like yours

Organized by the problem we solved, not the industry. A broken CRM at an eldercare provider and one at a distributor take the same fix.

Fairbank EquipmentCooney BrothersSage Eldercare SolutionsAsaar Medical

Trusted by owner-led companies

Case studies by problem

Sage Eldercare logo
Sage EldercareEldercare · 51 to 200
Rescue and cleanup

Self-built HubSpot rebuilt. Delivered hours now tracked on 352 client deals.

“We hired ProfitPad to fix our poor internal 1.0 HubSpot implementation. The project just concluded: we are already basking in the excitement of HubSpot working a whole different way for us.”

Read the case study →Jack Herndon, Managing Partner
EquipmentShare logo
EquipmentShareIndustrial SaaS · 1,000+
Rescue and cleanup

Enterprise-scale duplicate cleanup in 4 weeks.

“Rather than spend countless hours fixing duplicates, we hired ProfitPad. In 4 weeks, duplicates were gone, best practices in place, and we were off to the races.”

Kristopher Dunn, Director of Sales
Cypress Vending logo
Cypress VendingIndustrial vending · 2 to 10
Rescue and cleanup

CRM mess cleaned up, then used to launch a new product line.

“ProfitPad saved us from a real mess, quickly fixed our issues, and guided a smooth new product launch. Highly recommended.”

Travis Grubb, Co-Founder
Pearl Health logo
Pearl HealthHealthcare · 51 to 200
Rescue and cleanup

Thousands of duplicate companies merged, delivered exactly to scope.

“They are organized, thorough, and delivered exactly what they scoped.”

Kiera Solomon, Manager of Growth
Nystrom & Associates logo
Nystrom & AssociatesHealthcare · 1,001 to 10,000
Rescue and cleanup

Complex instance simplified for a large clinical organization.

“ProfitPad did an excellent job helping us understand and optimize our sales process and HubSpot system. Their expertise and support were invaluable.”

Shannon Beaudin Klein, VP of Marketing
Treet logo
TreetE-commerce SaaS · 11 to 50
Rescue and cleanup

Audit and rebuild under a tight holiday deadline.

“ProfitPad efficiently audited and improved our HubSpot setup under a tight timeline, providing excellent communication and crucial structure for our expanding sales team.”

Jordan Kurland, Operations Manager
ChargerHelp logo
ChargerHelpEV charging · 51 to 200
Rescue and cleanup

Full HubSpot audit and roadmap.

“Vitaly and Kevin helped us gain a much clearer understanding of our HubSpot instance. They quickly mapped out everything that had been built previously and provided valuable recommendations on how to move forward.”

Kim Howard, Growth Leader
Quiq Capital logo
Quiq CapitalFinance · 2 to 10
Rescue and cleanup

CRM clutter replaced with a usable system.

“Choosing ProfitPad for HubSpot development was a game-changer. We now manage customers more efficiently.”

David Hartmann, Founder
Fairbank Equipment logo
Fairbank EquipmentEquipment distribution · 51 to 200
ERP and integrations

Epicor Eclipse connected to HubSpot. 9 outside reps created 49 bids from HubSpot in 90 days.

“The ProfitPad team led by Chris has executed the implementation, training and integration on-time and budget. It has been one of the rare IT implementations that there were no surprises and the product was as specified.”

Read the case study →Lon Jennings, CEO
Cooney Brothers logo
Cooney BrothersIndustrial distribution · 11 to 50
ERP and integrations

ERP data integration in about 2 months. Deal ownership mapped from ERP writer codes.

“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.”

Read the case study →Natalie Beers, Marketing Manager
Visit.org logo
Visit.orgSocial impact SaaS · 51 to 200
ERP and integrations

Custom objects and integrations for workflows standard HubSpot couldn't handle.

“Working with ProfitPad was a great experience. They built a custom object and integration solution that will help us scale. Can't recommend them enough.”

Jake Ayres, Director of Product
SmartScout logo
SmartScoutE-commerce SaaS · 11 to 50
ERP and integrations

Reporting rebuilt and Stripe payments tracked in HubSpot. 10x reporting accuracy.

“ProfitPad crafted insightful reports, enhancing sales team visibility and tracking Stripe payments. They emerged as a strategic partner.”

Brock Yeager, Head of Sales
Waltz logo
WaltzReal estate SaaS · 11 to 50
Migration

Zoho to HubSpot, sales process rebuilt. The team now runs it on their own.

“ProfitPad really came through for us! They helped us set up a sales process, move from Zoho, and tailor HubSpot to our needs. We're now set up to run on our own.”

Yalli Canaani, Marketing Director
Intratem logo
IntratemSaaS · 11 to 50
Migration

Legacy CRM rebuilt into a system the team owns.

“They didn't just configure a system, but invested the time to understand how our business works. We came away with a system we finally understand and can confidently build on.”

Alex Dukhovny, EVP
Plant Tours logo
Plant ToursIndustrial headset systems · 11 to 50
Scoring, routing, and automation

Lead scoring and routing rebuilt. New leads followed up within an hour rose from 41% to 84%.

“They took the time to understand our business before making any changes. Everything they built had a purpose and solved a real problem.”

Read the case study →Alex Novotny, Marketing Manager
California Mobility logo
California MobilityMobility equipment · 11 to 50
Scoring, routing, and automation

Territory routing: new contacts with an owner within a minute rose from 26% to 56%.

“ProfitPad did an amazing job automating our systems, which has saved our team a lot of time and headaches. Highly recommend.”

Read the case study →Dominic Cooke, President
Joffe Emergency Services logo
Joffe Emergency ServicesHealthcare · 501 to 1,000
Scoring, routing, and automation

Custom lead scoring, workflows, and dashboards. Now on retainer.

“Vitaly and Josh have been fantastic to work with. They built highly customized workflows, lead scoring, and dashboards that fit us perfectly.”

Hayden Steele, Marketing Manager
Monarch logo
MonarchHealthcare · 11 to 50
Scoring, routing, and automation

Lead stage process live in days, not weeks.

“He was able to help us turn an idea into a reality within a few days instead of weeks.”

David Quimby, Director of Operations
EvaluAgent logo
EvaluAgentQA SaaS · 51 to 200
Scoring, routing, and automation

Deal flow, automation, dashboards, and discount controls. Sales cycle cut 30%. Hired again.

“Built an optimized deal flow with automation, dashboards, ownership flow, discount thresholds and more. We're already engaging them for the next project.”

Louise O'Grady, Director of RevOps
Lumen5 logo
Lumen5Video SaaS · 11 to 50
Scoring, routing, and automation

Outbound automation equal to 2 BDRs of output.

“ProfitPad's mentorship in our outbound automation project refined our sales strategy, automating tasks equivalent to 2 BDRs, boosting sales focus and productivity.”

Samuel Brahem, Sales Manager
Paces logo
PacesEnergy SaaS · 11 to 50
Reporting and dashboards

Spreadsheets to investor-ready dashboards (ARR, CAC, LTV, churn) in weeks.

“ProfitPad took us from spreadsheets to investor-ready dashboards in weeks.”

Read the case study →Ilona Miller, Chief of Staff
LanceDB logo
LanceDBAI SaaS · 11 to 50
Reporting and dashboards

Campaign and sales tracking automated, investor dashboards live in weeks.

“ProfitPad built clear, automated tracking that transformed how we use HubSpot.”

David Myriel, VP of Marketing
Chairsyde logo
ChairsydeDental SaaS · 11 to 50
Reporting and dashboards

MRR dashboards, WhatsApp, and a sales process. Second engagement.

“Second collaboration with Vitaly and Chris. Excellent as always working with the team.”

Kiri Sivanandan, Co-Founder
Asaar Medical logo
Asaar MedicalHealthcare · 11 to 50
New HubSpot builds

Full CRM in 3 weeks, including parent-child company mapping from NPI data.

“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. By far the best team out there.”

JJ Gilmore, VP of Sales
Fowler High Precision logo
Fowler High PrecisionPrecision manufacturing · 51 to 200
New HubSpot builds

CRM and deal flows built for a manufacturing sales cycle.

“Stellar, stellar experience! Blown away by their expertise, guidance, and drive… simply the best.”

Randall L., VP of Marketing
truHealthNow logo
truHealthNowPrimary and urgent care
New HubSpot builds

HubSpot rolled out across 3 business units.

“I can't recommend ProfitPad highly enough. They rose to the occasion, combining speed, quality, and strategic guidance. Our sales team now has the tools and infrastructure to succeed.”

Inder Takhar, President
King's Hawaiian logo
King's HawaiianFood and beverage · 1,000+
New HubSpot builds

Built around a complex enterprise stack without disruption.

“Every B2B tech stack is different, so we were very pleased with their ability to navigate ours and get a system set up that works for us in a pretty short amount of time.”

Jill Gilchrist, Marketing Manager
CRE Bridge Capital logo
CRE Bridge CapitalReal estate finance · 11 to 50
New HubSpot builds

HubSpot built around how the business runs.

“They took the time to understand our business and internal processes, which translated into a HubSpot system that feels well-tailored to our needs.”

Daniel Sobelman, Managing Partner
Joe Homebuyer logo
Joe HomebuyerReal estate franchise · 11 to 50
New HubSpot builds

On time, within budget, no scope creep.

“We partnered with ProfitPad to implement HubSpot aligned with our broader marketing and sales goals… excellent experience. On time, within budget, no scope creep.”

James Boyd, CMO
OnDean logo
OnDeanFinance · 11 to 50
New HubSpot builds

Complex setup worked through across multiple stakeholders.

“Josh has been a true partner, working with multiple people on our team and dealing with an array of challenges we've thrown at him.”

Shawn Gaines, CMO
Jet Hotel Solutions logo
Jet Hotel SolutionsHospitality SaaS · 2 to 10
New HubSpot builds

10x ROI within weeks of launch.

“Not just HubSpot experts, but company builders. We've immediately seen 10x returns.”

Troy Konicki, CEO
ENTR logo
ENTRSaaS · 2 to 10
New HubSpot builds

From chaos to $2M+ pipeline clarity in weeks.

“From mapping the process to automating HubSpot, ProfitPad helped us create a highly efficient and scalable system.”

Chelsea Hawk, CEO
Home From College logo
Home From CollegeEducation SaaS · 11 to 50
New HubSpot builds

CRM rebuilt for a 100k+ user platform, used across all departments.

“ProfitPad helped us make sense of HubSpot in a way that truly fits our business. Now, we're effectively leveraging HubSpot across our teams and feel ready to scale.”

Hillary Hamann, Director of Customer Success
Allium logo
AlliumBlockchain SaaS · 11 to 50
New HubSpot builds

SaaS build with renewals and extensions designed in.

“ProfitPad helped us build a scalable system specifically designed for our SaaS business, taking into consideration renewals and extension cases. Would 10/10 recommend!”

Aaron Geller, VP of Sales
Mallard Bay logo
Mallard BaySaaS marketplace · 11 to 50
New HubSpot builds

Pipeline and RevOps rebuilt, internal team trained to own it.

“ProfitPad proved to be a game-changing decision… their blend of technical skill and commitment to client empowerment has been invaluable.”

Lauren Wall, RevOps Manager
Incentiv logo
IncentivAnalytics SaaS · 11 to 50
New HubSpot builds

Clean rollout, still running months later.

“ProfitPad has been an outstanding HubSpot implementation partner. HubSpot has been running flawlessly for months. Would definitely recommend.”

Matt Fanelli, CEO
Prosal logo
ProsalRFP SaaS · 2 to 10
New HubSpot builds

Small team running on HubSpot Enterprise from day one.

“ProfitPad helped our startup team get more out of HubSpot… we've already recommended them to our network.”

Alfredo Ramirez, COO

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