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[Free HubSpot CRM](https://www.hubspot.com/products/crm) [Overview of all products](https://www.hubspot.com/products/get-started) - ### Marketing Hub Marketing automation software [Free and premium plans](https://www.hubspot.com/products/marketing) - ### Sales Hub Sales software [Free and premium plans](https://www.hubspot.com/products/sales) - ### Service Hub Customer service software [Free and premium plans](https://www.hubspot.com/products/service) - ### Content Hub Content marketing software [Free and premium plans](https://www.hubspot.com/products/content) - ### Data Hub Data management software [Free and premium plans](https://www.hubspot.com/products/data) - ### Revenue Hub CPQ, billing, and payments software [Free and premium plans](https://www.hubspot.com/products/revenue) - ### Smart CRM AI-powered, flexible CRM software [Learn more](https://www.hubspot.com/products/crm/ai-crm) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter) - ### Breeze AI agents and features that power the entire platform [Learn more](https://www.hubspot.com/products/artificial-intelligence) - ### 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) - ### HubSpot Marketplace Connect your favorite apps to HubSpot [See all integrations](https://ecosystem.hubspot.com/marketplace/apps) - Solutions Solutions - By Use Case - By Team Size - Why HubSpot? - ## Marketing - ### [Generate leads](https://www.hubspot.com/use-case/generate-leads) Convert visitors into contacts for your database. - ### [Automate marketing](https://www.hubspot.com/use-case/automate-marketing) Create campaigns with automation and AI. - ## Sales - ### [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline) Generate a pipeline of high-quality prospects. - ### [Close deals](https://www.hubspot.com/use-case/close-more-deals) Streamline your process and close more deals faster. - ## Customer Service - ### [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support) Support customers at scale with AI and a help desk. - ### [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction) Identify opportunities to improve customer health. - ## Content - ### [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey) Easily craft content for your audience, with help from AI. - ### [Manage content](https://www.hubspot.com/use-case/manage-content) 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) Generate leads through content, AI, and automation. - ### [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) Prospect smarter and automate payments. - ### [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data) 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) Scale customer service with an AI customer agent. - ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent) Identify and engage high-value leads with an AI prospecting agent. - ### [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent) 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) - ### 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) ## 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) - ### 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) - ### 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) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [INBOUND Event](https://www.inbound.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) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program](https://www.hubspot.com/partners/app) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates) - [Education Partner Program](https://academy.hubspot.com/education-partner-program) - [Startup Partner Program](https://www.hubspot.com/startups/partners) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding) - [Migration](https://www.hubspot.com/services/professional/migrations) - [Premium Support](https://www.hubspot.com/services/premium-support) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions) - 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) - [__Overview of all products__](https://www.hubspot.com/products/get-started) - [ \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing) - [ \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales) - [ \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service) - [ \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content) - [ \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data) - [ \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue) - [ \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter) - [ \ __Breeze__ \ AI agents and features that power the entire platform](https://www.hubspot.com/products/artificial-intelligence) - [ \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo) - [ \ __HubSpot Marketplace__ \ Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps) - Solutions Solutions - By Use Case - ## Marketing - [Generate leads](https://www.hubspot.com/use-case/generate-leads) - [Automate marketing](https://www.hubspot.com/use-case/automate-marketing) - ## Sales - [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline) - [Close deals](https://www.hubspot.com/use-case/close-more-deals) - ## Customer Service - [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support) - [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction) - ## Content - [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey) - [Manage content](https://www.hubspot.com/use-case/manage-content) - ## Startups & Small Businesses - [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers) - [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) - [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data) - ## Artificial Intelligence - [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent) - [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent) - [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent) - 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) -  ### 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) - 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) -  ### 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) -  ### 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) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [INBOUND Event](https://www.inbound.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) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program](https://www.hubspot.com/partners/app) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates) - [Education Partner Program](https://academy.hubspot.com/education-partner-program) - [Startup Partner Program](https://www.hubspot.com/startups/partners) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding) - [Migration](https://www.hubspot.com/services/professional/migrations) - [Premium Support](https://www.hubspot.com/services/premium-support) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions) - About About - [About Us](https://www.hubspot.com/our-story) - [Careers](https://www.hubspot.com/careers) - [Contact Us](https://www.hubspot.com/company/contact) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management) [Start free or get a demo](https://www.hubspot.com/products/get-started) [Log in](https://app.hubspot.com/login) - 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) - [Case Studies Overview](https://www.hubspot.com/case-studies) - [Directory](https://www.hubspot.com/case-studies/directory) - Lendio  # Lendio Closes 58% More Deals with Marketing Hub Automation Banking & Financial Services 200-1,000 employees  - 58% more deals closed - 618% increase in completed loan applications - 65% increase in lead reactivations month over month Use Cases - Improve Contact Management - Personalize Campaigns Products - [Marketing Hub](https://www.hubspot.com/products/marketing) - [Data Hub](https://www.hubspot.com/products/operations) - [Sales Hub](https://www.hubspot.com/products/sales) - [](https://www.hubspot.com/products/crm/enterprise) ### Story Overview Lendio’s database contacts rose exponentially during the COVID-19 pandemic. With the HubSpot CRM Platform, Lendio is using automation and segmentation across its sales and marketing funnel to close more deals with greater efficiency. ### About Company Lendio is fueling small business dreams one loan at a time by partnering with over 75 lenders to offer small business owners access to working capital to start or grow their business. ## Exponential Growth in Contacts When the pandemic hit, the U.S. Small Business Administration instituted a Paycheck Protection Program (PPP) that offered loans to small businesses to keep employees on their payrolls.  As a company committed to helping small businesses, [Lendio](https://www.lendio.com/) agreed to facilitate the distribution of these loans to qualified applicants.  Shifting to PPP loans came with challenges. Stephanie Randle, VP of Lifecycle at Lendio, explains: “When we pivoted to PPP loans during the height of the pandemic, we grew our database by one million contacts in 12 months.”   ### Small database marketing team At the time, Lendio’s database marketing team consisted of a single person sending out broadcast emails. With the influx of its net new contacts, Lendio wanted to get more strategic with its communication strategy, including segmenting customers for more targeted communication and using automation to increase internal workflow and efficiency.  Further, Lendio wanted to better align its database marketing team with its sales team.  “Before, if the database marketing team got a lead, they just sent it to sales and wished them luck,” says Stephanie. “We needed the two teams to work together more closely.” Stephanie explains further:  “Without better alignment, we would need to hire more salespeople to work these leads, which would increase our business costs. Instead, we needed the sales team to focus on leads who were close to closing a loan and spend less time on front-of-funnel nurturing.”   ## Choosing Marketing Hub and the HubSpot CRM Platform Fortunately, Lendio already had the solution it needed to manage this influx of leads: the HubSpot CRM Platform.  Stephanie explains why Lendio chose to implement the HubSpot CRM Platform and [Marketing Hub](https://www.hubspot.com/products/marketing) well before the pandemic hit:  “We needed a tool that could grow with us,” says Stephanie. “We didn’t want to have to change it again a few years down the road.” At the same time, Lendio needed to keep its costs in check. “Cost was a big deal,” says Stephanie. “We needed to choose a platform that was cost efficient while still giving us what we needed. HubSpot was pretty enticing from a cost perspective, but what really sold it was its capabilities.” With the right technology already in place, the Lendio team started to implement automation and segmentation to manage its leads more efficiently.   ### More completed applications With Marketing Hub, Stephanie and her team can identify where people are disengaging during the online application process and use automated email sequencing to address common pain points at each stage. For example, it’s common for people to drop off when asked to provide their social security number. When this happens, an email is automatically triggered that addresses common objections and concerns about providing that sensitive information. “We know the exact question in the form where they stopped, so we can address common objections related to that question,” says Stephanie. “We even provide them with a phone number where they can reach us to talk further, which encourages them to keep moving through the application process.”   ### End-of-funnel email sequencing Stephanie and her team are also using automated emails to close more deals at the end of the sales funnel.  For example, if prospective customers haven’t accepted a loan offer within a set number of days, Lendio sends a series of personalized emails on behalf of the sales rep, reminding customers they have an offer waiting for them. These email sequences are sent automatically, requiring no intervention from the sales team.  “This approach has been super successful,” says Stephanie. “It’s a great example of how sales and marketing are now working together to make a real impact.”   ### Keeping leads warm Today, Lendio’s database marketing team has grown from one person to seven as they take a greater role in warming up leads, which alleviates pressure on the sales team. In particular, the team sends out targeted, segmented emails that are relevant to each contact to keep them engaged. For example, if economic inflation is of particular concern to an audience segment, Stephanie and her team send information on that topic to that audience.  “This allows our sales team to focus on what they do best, which is getting on the phone and closing deals instead of warming people up,” says Stephanie. “It’s been a huge deal for them.”   ### Easy to use templates Stephanie also appreciates the HubSpot CRM Platform’s intuitive drag-and-drop templates that her entire team can use to easily create emails. Building segments and lists is also straightforward. This ease of use helps Stephanie get new team members up to speed quickly.  Stephanie explains:  “We recently hired someone for our team who’s never used HubSpot before, and he was able to jump in and find his way around. Now, anyone on my team can create beautiful templates and emails without knowing any HTML at all.”   ### Implementing additional Marketing Hub instances Marketing Hub is such a success, other Lendio teams beyond the corporate office have also implemented it. Today, Lendio has four Marketing Hub instances: corporate office, partners, franchises, and PPP - Loan Forgiveness.  In some cases, these groups have gone even farther with the HubSpot CRM Platform. The partners group, for instance, is using Marketing Hub and [Sales Hub](https://www.hubspot.com/products/sales) as its all-in-one solution for marketing and sales.   ### Integrating Snowflake for consistent clean data Lendio also decided to implement [Operations Hub](https://www.hubspot.com/products/operations) to [integrate with its Snowflake data lake](https://ecosystem.hubspot.com/marketplace/apps/productivity/connector/snowflake). This integration facilitates data sharing among the four groups. “To implement amazing automation, you need amazing data,” says Stephanie. “Operations Hub allows us to share data back and forth among all those instances to make sure we all have access to up-to-date, complete information.”   ### Twilio integration for SMS Lendio has also [integrated the HubSpot CRM Platform with Twilio](https://ecosystem.hubspot.com/marketplace/apps/marketing/live-chat/ulgebra-twilio-sms-integration) to market to its contacts via text messages in addition to email.  “Email is a great channel for busy small business owners,” says Stephanie. “When we introduced SMS, it amplified our message even more. Hubspot has made it easy to integrate with Twilio and send personalized and relevant SMS.”   ## 58% More Deals Closed Lendio closed 58% more deals from 2019 to 2022 with the help of Marketing Hub automation.  Lendio also experienced a 618% increase in the number of loan applications completed over the same period of time.  Stephanie and her team have also increased lead reactivations (i.e. when a lead goes from not responding to responding) by 65% month over month. Today, Lendio’s database has over two million contacts—and it continues to grow.  “HubSpot has been really awesome in helping us navigate issues as we’ve scaled,” says Stephanie. “It’s been a really great tool for us.”  Table of Contents Table of Contents - [Exponential Growth in Contacts](https://www.hubspot.com#exponential-growth-in-contacts) - [Small database marketing team](https://www.hubspot.com#small-database-marketing-team) - [Choosing Marketing Hub and the HubSpot CRM Platform](https://www.hubspot.com#choosing-marketing-hub-and-the-hubspot-crm-platform) - [More completed applications](https://www.hubspot.com#more-completed-applications) - [End-of-funnel email sequencing](https://www.hubspot.com#end-of-funnel-email-sequencing) - [Keeping leads warm](https://www.hubspot.com#keeping-leads-warm) - [Easy to use templates](https://www.hubspot.com#easy-to-use-templates) - [Implementing additional Marketing Hub instances](https://www.hubspot.com#implementing-additional-marketing-hub-instances) - [Integrating Snowflake for consistent clean data](https://www.hubspot.com#integrating-snowflake-for-consistent-clean-data) - [Twilio integration for SMS](https://www.hubspot.com#twilio-integration-for-sms) - [58% More Deals Closed](https://www.hubspot.com#58-more-deals-closed) > We’ve been really impressed with HubSpot. It’s a great, scalable platform that I would definitely recommend to others. Stephanie Randle Senior Marketing Director of Lifecycle [Lendio](https://www.hubspot.com/case-studies/lendio.com)  ### 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) ##### Related Case Studies -  ### NQM Funding scales from regional player to $4B national lender with HubSpot - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/nqm-funding) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent) -  ### Insurance for Texans Grows 60% and Elevates Service with HubSpot's Unified Platform - Banking & Financial Services - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/insurance-for-texans) -  ### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/iex-group) - 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United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/insurance-for-texans) -  ### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/iex-group) -  ### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/mercantile-bank-aeo) -  ### 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 - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm) -  ### Liquidity Services Cuts Costs 50% by Consolidating on HubSpot - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/liquidity-services) - 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