Logo - Full (Color) [Skip to content](https://www.hubspot.com#global-nav-main-content) - English Select a language - [日本語](#) - [Deutsch](#) - [English](#) - [Español](#) - [Português](#) - [Français](#) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales?frame=0) - Close Search - [Log in](https://app.hubspot.com/login?frame=0) - About About - [About Us](https://www.hubspot.com/our-story?frame=0) - [Careers](https://www.hubspot.com/careers?frame=0) - [Contact Us](https://www.hubspot.com/company/contact?frame=0) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management?frame=0) Back [ ](https://www.hubspot.com/) Menu - Close Search - Products Products - ## The HubSpot Customer Platform All of HubSpot's marketing, sales, and customer service software on one agentic platform. [Free HubSpot CRM](https://www.hubspot.com/products/crm?frame=0) [Overview of all products](https://www.hubspot.com/products/get-started?frame=0) - ### Marketing Hub Marketing automation software [Free and premium plans](https://www.hubspot.com/products/marketing?frame=0) - ### Sales Hub Sales software [Free and premium plans](https://www.hubspot.com/products/sales?frame=0) - ### Service Hub Customer service software [Free and premium plans](https://www.hubspot.com/products/service?frame=0) - ### Content Hub Content marketing software [Free and premium plans](https://www.hubspot.com/products/content?frame=0) - ### Data Hub Data management software [Free and premium plans](https://www.hubspot.com/products/data?frame=0) - ### Revenue Hub CPQ, billing, and payments software [Free and premium plans](https://www.hubspot.com/products/revenue?frame=0) - ### Smart CRM AI-powered, flexible CRM software [Learn more](https://www.hubspot.com/products/crm/ai-crm?frame=0) - ### Agent Hub Your central home for building and managing AI agents across the platform [Learn more](https://www.hubspot.com/products/artificial-intelligence?frame=0) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter?frame=0) - ### AEO (Beta) Answer engine optimization tools that track and improve your brand's visibility in AI results [Learn more](https://www.hubspot.com/products/aeo?frame=0) - ### HubSpot Marketplace Connect your favorite apps to HubSpot [See all integrations](https://ecosystem.hubspot.com/marketplace/apps?frame=0) - Solutions Solutions - By Use Case - By Team Size - Why HubSpot? - ## Marketing - ### [Generate leads](https://www.hubspot.com/use-case/generate-leads?frame=0) Convert visitors into contacts for your database. - ### [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?frame=0) Create campaigns with automation and AI. - ## Sales - ### [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?frame=0) Generate a pipeline of high-quality prospects. - ### [Close deals](https://www.hubspot.com/use-case/close-more-deals?frame=0) Streamline your process and close more deals faster. - ## Customer Service - ### [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?frame=0) Support customers at scale with AI and a help desk. - ### [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?frame=0) Identify opportunities to improve customer health. - ## Content - ### [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?frame=0) Easily craft content for your audience, with help from AI. - ### [Manage content](https://www.hubspot.com/use-case/manage-content?frame=0) Organize, update, and distribute content in one place. - ## Startups & Small Businesses - ### [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers?frame=0) Generate leads through content, AI, and automation. - ### [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?frame=0) Prospect smarter and automate payments. - ### [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?frame=0) Unify your team and data on one platform. - ## Artificial Intelligence - ### [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent?frame=0) Scale customer service with an AI customer agent. - ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?frame=0) Identify and engage high-value leads with an AI prospecting agent. - ### [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?frame=0) Get instant answers about your customers with an AI data agent. ## By Team Size - ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter?frame=0) - ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise?frame=0) ## Why HubSpot? - ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot?frame=0) - ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies?frame=0) - ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight?frame=0) - [Pricing](https://www.hubspot.com/pricing/marketing?frame=0) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight?frame=0) - [What's New in HubSpot](https://www.hubspot.com/new?frame=0) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?frame=0) - [Sustainability](https://www.hubspot.com/sustainability?frame=0) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups?frame=0) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions?frame=0) - [Technology Partner Program](https://www.hubspot.com/partners/app?frame=0) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?frame=0) - [Education Partner Program](https://academy.hubspot.com/education-partner-program?frame=0) - [Startup Partner Program](https://www.hubspot.com/startups/partners?frame=0) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?frame=0) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?frame=0) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources?frame=0) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?frame=0) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding?frame=0) - [Migration](https://www.hubspot.com/services/professional/migrations?frame=0) - [Premium Support](https://www.hubspot.com/services/premium-support?frame=0) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions?frame=0) - Products Products - ## The HubSpot Customer Platform All of HubSpot's marketing, sales, and customer service software on one agentic platform. - [__Free HubSpot CRM__](https://www.hubspot.com/products/crm?frame=0) - [__Overview of all products__](https://www.hubspot.com/products/get-started?frame=0) - [ \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing?frame=0) - [ \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales?frame=0) - [ \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service?frame=0) - [ \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content?frame=0) - [ \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data?frame=0) - [ \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue?frame=0) - [ \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm?frame=0) - [ \ __Agent Hub__ \ Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence?frame=0) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter?frame=0) - [ \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo?frame=0) - [ \ __HubSpot Marketplace__ \ Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps?frame=0) - Solutions Solutions - By Use Case - ## Marketing - [Generate leads](https://www.hubspot.com/use-case/generate-leads?frame=0) - [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?frame=0) - ## Sales - [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?frame=0) - [Close deals](https://www.hubspot.com/use-case/close-more-deals?frame=0) - ## Customer Service - [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?frame=0) - [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?frame=0) - ## Content - [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?frame=0) - [Manage content](https://www.hubspot.com/use-case/manage-content?frame=0) - ## Startups & Small Businesses - [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers?frame=0) - [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?frame=0) - [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?frame=0) - ## Artificial Intelligence - [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent?frame=0) - [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?frame=0) - [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?frame=0) - By Team Size - ## By Team Size -  ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter?frame=0) -  ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise?frame=0) - Why HubSpot? - ## Why HubSpot? -  ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot?frame=0) -  ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies?frame=0) -  ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight?frame=0) - [Pricing](https://www.hubspot.com/pricing/marketing?frame=0) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight?frame=0) - [What's New in HubSpot](https://www.hubspot.com/new?frame=0) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?frame=0) - [Sustainability](https://www.hubspot.com/sustainability?frame=0) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups?frame=0) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions?frame=0) - [Technology Partner Program](https://www.hubspot.com/partners/app?frame=0) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?frame=0) - [Education Partner Program](https://academy.hubspot.com/education-partner-program?frame=0) - [Startup Partner Program](https://www.hubspot.com/startups/partners?frame=0) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?frame=0) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?frame=0) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources?frame=0) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?frame=0) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding?frame=0) - [Migration](https://www.hubspot.com/services/professional/migrations?frame=0) - [Premium Support](https://www.hubspot.com/services/premium-support?frame=0) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions?frame=0) - About About - [About Us](https://www.hubspot.com/our-story?frame=0) - [Careers](https://www.hubspot.com/careers?frame=0) - [Contact Us](https://www.hubspot.com/company/contact?frame=0) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management?frame=0) [Start free or get a demo](https://www.hubspot.com/products/get-started?frame=0) [Log in](https://app.hubspot.com/login?frame=0) - English Select a language - [日本語](#) - [Deutsch](#) - [English](#) - [Español](#) - [Português](#) - [Français](#) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales?frame=0) - [Case Studies Overview](https://www.hubspot.com/case-studies?frame=0) - [Directory](https://www.hubspot.com/case-studies/directory?frame=0) - Botkeeper  # Botkeeper Saves $100Ks With the HubSpot CRM Platform Professional Services 200-1,000 employees - $100ks Saved Annually - 3 FTEs Redeployed Use Cases - Sales and Marketing Alignment Products - [Data Hub](https://www.hubspot.com/products/operations?frame=0) - [Sales Hub](https://www.hubspot.com/products/sales?frame=0) - [Service Hub](https://www.hubspot.com/products/service?frame=0) - [Content Hub](https://www.hubspot.com/products/content?frame=0) - [Marketing Hub](https://www.hubspot.com/products/marketing?frame=0) ### Story Overview Botkeeper replaced its existing disparate tech stack of six-plus tools with the HubSpot CRM Platform in just two months, dramatically lowering costs, saving hours of time, and achieving new insights with closed-loop reporting. ### About Company Botkeeper is a bookkeeping automation platform for accounting firms that combines highly skilled people with artificial intelligence to deliver substantial capacity gains. ## Frankenstein Tech Stack When [Botkeeper](https://www.botkeeper.com/?frame=0) closed its Series A financing, its sales leadership team was ready to put more resources into sales—so they implemented a new CRM solution.  Unfortunately, problems with that solution soon emerged, forcing the team to add additional tools, which led to an increasingly unruly tech stack. “We had Salesloft, SurveyMonkey, Jira, HelloSign, and Calendly in addition to our CRM,” says Jessica Veiga, CMO at Botkeeper. “Within a very short amount of time, we had a whole Frankenstein thing going on.” ## 3 Admins Needed to Manage It quickly became apparent that the sales team would need dedicated internal support to manage all these tools—and the CRM in particular.  They started by hiring one admin and then had to add two more.  Because every update and change had to go through the admins, it created a development bottleneck.  “It took eons to get things done,” says Jessica. ## Disconnect Between Sales and Marketing The Frankensteined tech stack also contributed to the growing disconnect between sales and marketing.  “I had zero visibility into how our marketing was impacting our sales pipeline for the longest time,” says Jessica. Jessica knew that marketing was generating leads, but the sales team couldn’t see or work those leads in its CRM.  “Marketing was essentially driving leads into a brick wall,” says Jessica. “Sales wasn’t working them because they weren’t seeing them.” ## Consolidating on the HubSpot CRM Platform Eventually, the sales leadership team decided the situation was untenable.  “We looked at what we were paying for the CRM software, the additional tools, the admins and consultants, and it was hundreds of thousands of dollars,” says Jessica.  Just as importantly, the sales leadership team saw the value in implementing a solution that would align sales, marketing, and service on one platform. Thus, the team decided to move forward with the HubSpot CRM Platform, implementing [Sales Hub](https://www.hubspot.com/products/sales?frame=0), [Marketing Hub](https://www.hubspot.com/products/marketing?frame=0), [Service Hub](https://www.hubspot.com/products/service?frame=0), [CMS Hub](https://www.hubspot.com/products/cms?frame=0), and [Operations Hub](https://www.hubspot.com/products/operations?frame=0). There was only one catch: the existing CRM contract was due to renew in three months—so they’d have to make the switch fast. ## 2-Month Implementation Thanks to HubSpot CRM’s easy-to-use interface, Botkeeper successfully removed its existing CRM from four departments—sales, marketing, business development, and customer success—and implemented the HubSpot CRM platform before the old contract expired. In total, they migrated 300+ people, including 60+ sales users. “In just two months, we undid everything and created it properly in HubSpot, which included internal training and replacing third-party tools with native HubSpot applications,” says Jessica. “We then used the third month for some residual tweaks.” ## One Central Contact Record With the HubSpot CRM Platform, sales, marketing, and service information is all available in one place. Sales reps can see prior interactions with marketing, and vice versa, all on the contact record.   “Reps can see a contact’s prior engagement with us, whether that’s visiting our website or downloading a form,” says Jessica. “It’s valuable intel they can use for better conversations with our leads and customers.” ## Closed-Loop Reporting With sales and marketing on the same platform, Botkeeper benefits from closed-loop reporting, which allows marketing to evaluate lead sources and focus on the best ones. “We can pull data on contacts, companies, website content, in-person events, and more, and tie that data to deals created and closed—all without leaving HubSpot,” says Jessica. ## Self-Serve Reporting Anyone at Botkeeper with authorization can use HubSpot’s closed-loop reporting without needing admin help, from sales reps to marketing managers to C-Suite leaders.  “We monitor churn, lead acquisition, pipelines, and performance. We use it to compile data for board meetings and then slice and dice it,” says Jessica. “I’m constantly spinning up new reports to answer our questions.”  Even individual sales reps can create their own custom reports.  “If I’m a rep and want to know how I’m doing against my past performance or the team as a whole, I can easily set that up on my dashboard,” says Jessica. ## Lead Attribution with Custom Objects One of Jessica’s favorite reports forecasts leads from events and sponsorships.  Botkeeper uses custom objects and programmable automation in Operations Hub to make the data associations necessary to attribute leads to different events. Botkeeper's custom coded workflows make it straightforward to execute complex logic. Jessica creates a custom object for every event and then monitors that event as if it's a deal in the pipeline. She can then attribute leads to those events and even forecast leads for similar events.  “I can look months ahead and know when we can expect a pop of leads from different events—and know what that will mean for opportunities and deal creation.” says Jessica. ## Information for Decision Making With this closed-loop, flexible reporting, Botkeeper has the intel it needs to make informed decisions.  Jessica explains: “We can forecast lead flow and calculate what that will mean for Q1 of the following year, for example. Do we need to add on another event or run a new campaign in February? Will we have a gap in May? Do we need to hire more staff? If so, when? In short, the information we get from the HubSpot CRM Platform touches every aspect of our business.” ## Execute on Ideas in Real Time Just as importantly for Jessica, she can execute on ideas in real-time without needing to rely on an administrator.  “Before, rolling up fields and associating fields would have had to go through an admin— the only person with the keys to the castle,” says Jessica. “Now, I can experiment and execute on ideas myself in real-time and take out the middleman.” ## Personalized Web Experience Botkeeper’s website is hosted on HubSpot’s CMS Hub, which allows Jessica and her team to deliver personalized experiences to web visitors.  “I can deliver a custom experience to every person with whatever variations I want in any way I want,” says Jessica. “It’s epic.” CMS Hub also provides her team with valuable intel.  “My reps can see if a lead is on our site right now or if they’ve just filled out a form. It gives us the ability to take the most appropriate action,” says Jessica. Plus, account reps and business development reps can slice, dice, and filter their views of web visitor behavior to get the insights they need. ## Excellent Communication and Support Botkeeper’s sales, marketing, and service teams have been thrilled with the level of support they’ve received from HubSpot.  Jessica likes having 24/7 chat support in particular. “I can chat with them at 2:00 a.m. and get a reply,” says Jessica. “They’ve gone above and beyond many, many times.” One time, Jessica and a HubSpot support rep hit a wall with an issue. The HubSpot rep championed the issue internally to find a solution and kept Jessica informed at every juncture. “He matched my pace and urgency, and followed up with me throughout the day. It allowed me to keep my team informed, which gave them peace of mind,” says Jessica. “The level of communication was incredible.” ## Saving $100Ks Every Year Since removing its old CRM and consolidating sales, marketing, and service on the HubSpot CRM Platform, Botkeeper is saving hundreds of thousands of dollars every year in subscription costs, outside consultants, and internal admins. The three FTEs that Botkeeper had to hire to support its old CRM have been deployed to other important tasks. “We save massive amounts of time in no longer having to fix data, reconcile data, and comb through the nonsense,” says Jessica.  Jessica wholeheartedly recommends the HubSpot CRM Platform to others who want new insights with closed-loop reporting. “Rip off the bandaid and get what you need,” says Jessica, “because you can make the change in weeks, not years.” Table of Contents Table of Contents - [Frankenstein Tech Stack](https://www.hubspot.com#frankenstein-tech-stack) - [3 Admins Needed to Manage](https://www.hubspot.com#3-admins-needed-to-manage) - [Disconnect Between Sales and Marketing](https://www.hubspot.com#disconnect-between-sales-and-marketing) - [Consolidating on the HubSpot CRM Platform](https://www.hubspot.com#consolidating-on-the-hubspot-crm-platform) - [2-Month Implementation](https://www.hubspot.com#2-month-implementation) - [One Central Contact Record](https://www.hubspot.com#one-central-contact-record) - [Closed-Loop Reporting](https://www.hubspot.com#closed-loop-reporting) - [Self-Serve Reporting](https://www.hubspot.com#self-serve-reporting) - [Lead Attribution with Custom Objects](https://www.hubspot.com#lead-attribution-with-custom-objects) - [Information for Decision Making](https://www.hubspot.com#information-for-decision-making) - [Execute on Ideas in Real Time](https://www.hubspot.com#execute-on-ideas-in-real-time) - [Personalized Web Experience](https://www.hubspot.com#personalized-web-experience) - [Excellent Communication and Support](https://www.hubspot.com#excellent-communication-and-support) - [Saving $100Ks Every Year](https://www.hubspot.com#saving-100ks-every-year) Previous Next - > HubSpot is a massive part of our sales and marketing strategy. It delivers ROI every day. Jessica Veiga CMO Botkeeper - > We save massive amounts of time in no longer having to fix data, reconcile data, and comb through the nonsense. Jessica Veiga CMO Botkeeper - > I can deliver a custom experience to every person with whatever variations I want in any way I want Jessica Veiga CMO Botkeeper  ### Start Growing With HubSpot Today With tools to make every part of your process more human and a support team excited to help you, growing your business with HubSpot has never been easier. [Get a demo](https://offers.hubspot.com/crm-platform-demo?frame=0) ##### Related Case Studies -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm?frame=0) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - 200-1,000 employees - United States - Data Hub * * * [Read more](https://www.hubspot.com/case-studies/lendio?frame=0) -  ### How Cyber Advisors Made Sure No Business in Crisis Got Ignored with HubSpot’s Prospecting Agent - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/how-cyber-advisors-made-sure-no-business-in-crisis-got-ignored-with-hubspots-prospecting-agent?frame=0) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - United States - Sales Hub - 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United States - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/issa-customer-agent?frame=0) -  ### How HubSpot and Cloudfresh Brought Scale and Efficiency to Teams at Ekol Logistics - 200-1,000 employees - Data Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/ekol-logistics?frame=0) -  ### How Cold Jet Cut Lead Response Time by 66% with HubSpot's Data-Driven Platform - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/cold-jet?frame=0) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm?frame=0) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - 200-1,000 employees - United States - Data Hub * * * [Read more](https://www.hubspot.com/case-studies/lendio?frame=0) -  ### How Cyber Advisors Made Sure No Business in Crisis Got Ignored with HubSpot’s Prospecting Agent - 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United States - Sales Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/panoramic-doors-customer-agent?frame=0) -  ### How ISSA Gets Answers 4x Faster for Aspiring Health & Fitness Professionals with HubSpot's Customer Agent - 200-1,000 employees - United States - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/issa-customer-agent?frame=0) -  ### How HubSpot and Cloudfresh Brought Scale and Efficiency to Teams at Ekol Logistics - 200-1,000 employees - Data Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/ekol-logistics?frame=0) -  ### How Cold Jet Cut Lead Response Time by 66% with HubSpot's Data-Driven Platform - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/cold-jet?frame=0) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm?frame=0) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - 200-1,000 employees - United States - Data Hub * * * [Read more](https://www.hubspot.com/case-studies/lendio?frame=0) -  ### How Cyber Advisors Made Sure No Business in Crisis Got Ignored with HubSpot’s Prospecting Agent - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/how-cyber-advisors-made-sure-no-business-in-crisis-got-ignored-with-hubspots-prospecting-agent?frame=0) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - United States - Sales Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder?frame=0) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?frame=0) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent?frame=0) -  ### How Panoramic Doors Gives Every Homeowner Expert Answers at the First Click with HubSpot's Customer Agent - United States - Sales Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/panoramic-doors-customer-agent?frame=0) -  ### How ISSA Gets Answers 4x Faster for Aspiring Health & Fitness Professionals with HubSpot's Customer Agent - 200-1,000 employees - United States - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/issa-customer-agent?frame=0) -  ### How HubSpot and Cloudfresh Brought Scale and Efficiency to Teams at Ekol Logistics - 200-1,000 employees - Data Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/ekol-logistics?frame=0) -  ### How Cold Jet Cut Lead Response Time by 66% with HubSpot's Data-Driven Platform - 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