
Sage EldercareEldercare · 51 to 200
Rescue and cleanupSelf-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
EquipmentShareIndustrial SaaS · 1,000+
Rescue and cleanupEnterprise-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 VendingIndustrial vending · 2 to 10
Rescue and cleanupCRM 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 HealthHealthcare · 51 to 200
Rescue and cleanupThousands of duplicate companies merged, delivered exactly to scope.
“They are organized, thorough, and delivered exactly what they scoped.”
Kiera Solomon, Manager of Growth
Nystrom & AssociatesHealthcare · 1,001 to 10,000
Rescue and cleanupComplex 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
TreetE-commerce SaaS · 11 to 50
Rescue and cleanupAudit 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
ChargerHelpEV charging · 51 to 200
Rescue and cleanupFull 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 CapitalFinance · 2 to 10
Rescue and cleanupCRM 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 EquipmentEquipment distribution · 51 to 200
ERP and integrationsEpicor 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 BrothersIndustrial distribution · 11 to 50
ERP and integrationsERP 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-p-500.png)
Visit.orgSocial impact SaaS · 51 to 200
ERP and integrationsCustom 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.webp)
SmartScoutE-commerce SaaS · 11 to 50
ERP and integrationsReporting 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
WaltzReal estate SaaS · 11 to 50
MigrationZoho 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
IntratemSaaS · 11 to 50
MigrationLegacy 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 ToursIndustrial headset systems · 11 to 50
Scoring, routing, and automationLead 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 MobilityMobility equipment · 11 to 50
Scoring, routing, and automationTerritory 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 ServicesHealthcare · 501 to 1,000
Scoring, routing, and automationCustom 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
MonarchHealthcare · 11 to 50
Scoring, routing, and automationLead 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
EvaluAgentQA SaaS · 51 to 200
Scoring, routing, and automationDeal 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
Lumen5Video SaaS · 11 to 50
Scoring, routing, and automationOutbound 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
PacesEnergy SaaS · 11 to 50
Reporting and dashboardsSpreadsheets 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
LanceDBAI SaaS · 11 to 50
Reporting and dashboardsCampaign 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
ChairsydeDental SaaS · 11 to 50
Reporting and dashboardsMRR 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 MedicalHealthcare · 11 to 50
New HubSpot buildsFull 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 PrecisionPrecision manufacturing · 51 to 200
New HubSpot buildsCRM 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
truHealthNowPrimary and urgent care
New HubSpot buildsHubSpot 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 HawaiianFood and beverage · 1,000+
New HubSpot buildsBuilt 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 CapitalReal estate finance · 11 to 50
New HubSpot buildsHubSpot 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 HomebuyerReal estate franchise · 11 to 50
New HubSpot buildsOn 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
OnDeanFinance · 11 to 50
New HubSpot buildsComplex 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 SolutionsHospitality SaaS · 2 to 10
New HubSpot builds10x ROI within weeks of launch.
“Not just HubSpot experts, but company builders. We've immediately seen 10x returns.”
Troy Konicki, CEO
ENTRSaaS · 2 to 10
New HubSpot buildsFrom 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 CollegeEducation SaaS · 11 to 50
New HubSpot buildsCRM 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
AlliumBlockchain SaaS · 11 to 50
New HubSpot buildsSaaS 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 BaySaaS marketplace · 11 to 50
New HubSpot buildsPipeline 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
IncentivAnalytics SaaS · 11 to 50
New HubSpot buildsClean 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
ProsalRFP SaaS · 2 to 10
New HubSpot buildsSmall 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