HubSpot for distributors and manufacturers

HubSpot that shows your reps what the ERP knows

ProfitPad connects HubSpot to your ERP, whichever one you run, and builds the CRM around how you sell: counter, inside, and field reps, branches, and reorder cycles. Epicor Eclipse is where we've shipped the most: two integrations, both led by Chris Becher, our integration lead.

Fairbank EquipmentCooney BrothersSage Eldercare SolutionsAsaar Medical

Trusted by owner-led companies

The two-systems problem

Reps quote from memory because order history lives in the ERP.

Counter, inside, and field sales track deals three different ways.

Nobody notices when an account stops reordering.

Customer pricing only lives in the ERP.

Leadership reporting gets rebuilt in spreadsheets every month.

Branch and territory ownership is managed by hand.

You don't have a CRM problem. You have two systems that don't talk.

What we build for distributors and manufacturers

ERP integration

  • Epicor Eclipse, shipped for two distributors
  • Deletions handled, not just new records
  • Field rules: ERP-locked, one-way, or two-way
Eclipse integration →

Pipelines by sales motion

  • Counter, inside, and field sales, each with its own pipeline
  • Branch and territory routing
  • Multi-branch account hierarchies

Reorder visibility

  • Last purchase date and spend on every account
  • Accounts that go quiet get flagged
  • Flags go to the rep who owns the account

Field quoting

  • Custom quoting when HubSpot's own falls short
  • Works offline, syncs on reconnect
  • Margin visible to reps, never to customers

Reporting

  • Branch and territory performance
  • Pipeline by rep and product line
  • At-risk accounts in one view

Support after launch

  • Phase 2 objects and workflows
  • Integration server management
  • A retainer for ongoing changes
Every ERP integration starts with discovery. A paid architecture and data-flow review, so the price and plan are real before you commit.
Our guarantee: every fixed-scope build has an outcome written into the scope. For example: reps request a bid in HubSpot and the ERP order ID writes back to the deal. If we don't deliver it, you get your money back.

Distributors and manufacturers running on what we built

9 outside reps created 49 bids from HubSpot in 90 days. Read the case study →

“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.”

Fairbank Equipment logo
Lon JenningsCEO, Fairbank Equipment
ERP deals assigned to the right rep automatically. 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.”

Cooney Brothers logo
Natalie BeersMarketing Manager, Cooney Brothers
Territory routing, address validation, and sales automation

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

California Mobility logo
Dominic CookePresident, California Mobility
Two people reviewing a parts catalog on a laptop in a warehouse

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

Questions owners ask us

Can HubSpot work as a CRM for distributors?

Yes, once it's connected to your ERP. On its own, HubSpot doesn't see order history, customer pricing, or reorder patterns, so reps keep working out of the ERP. Connected, it gives reps that context and gives leadership pipeline, branch, and account reporting in one place.

What's the best CRM for a distributor, HubSpot or a distribution CRM?

It depends on how you sell. If sales are purely reorders and your team lives in the ERP, a distribution-specific CRM is often the better fit. If you have outside reps, need marketing and lead capture, or want pipeline and account health in one view, HubSpot connected to your ERP wins. We only build the HubSpot option, so weigh our view accordingly.

Which ERPs can you connect to HubSpot?

We're ERP-agnostic. If your ERP has an API, a database we can reach, or a scheduled export, we can work with it. We've shipped two Epicor Eclipse integrations and an Agility integration, Prophet 21 uses the same open API approach, and we implement ERPNext through ProfitPad Foundry. Every ERP project starts with a free scoping call, and we confirm access to your ERP before we price it, so the number holds.

Eclipse integration →   Prophet 21 integration →   Foundry (ERPNext) →

What ERP data belongs in HubSpot?

Relationship and activity data: customers, contacts, open orders as deals, line items, last purchase date, and account spend. The ERP stays the system of record for orders, invoices, inventory, and pricing. Ten years of line-item history doesn't belong in a CRM.

How long does an ERP integration take?

It depends on the ERP, how it's hosted, and the state of your data, so we don't quote a timeline before a paid architecture discovery. For reference, we finished the Cooney Brothers data integration in about 2 months.

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.