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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) - ### Agent Hub Your central home for building and managing AI agents across the platform [Learn more](https://www.hubspot.com/products/artificial-intelligence) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter) - ### 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 - [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) - ## 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) - [ \ __Agent Hub__ \ Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter) - [ \ __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 - [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) - ## 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) - Netgain  # Goodbye Sales Blindspots: Netgain's Journey to Predictable Forecasting Software & Technology 25-200 employees  - ~7.5 hours saved per day during peak times - 20–30 mins saved per deal status update Use Cases - Integrations - Integrate Company Data Products - [Sales Hub](https://www.hubspot.com/products/sales) ### Story Overview Fathom’s automated call analysis combined with HubSpot’s deal reporting: the one-two punch Netgain needed for spot-on forecasting and powerful sales coaching in zero time. ### About Company Built by accountants for accountants, Netgain provides managed cloud and IT services to mid-market firms in the Healthcare, Accounting, and Legal industries. Netgain removes complexities to help clients drive growth and productivity. [](https://www.hubspot.com) ## A Lack of Visibility Into Sales Insights B2B accounting software developer [Netgain](https://www.netgain.tech/) helps organizations optimize and automate the close process. Yet, when it came to understanding Netgain sales, the company realized it needed some added automation of its own. “We had hardly any insights into where calls were on the sales journey,” remembers Netgain Revenue Operations Manager James Hinkson. When anyone in the company — CRO, VP, director, or manager — wanted to know the status of a deal, there was no place to find that information easily. Inevitably, they called the sales team for answers, forcing reps to trawl their notes from the most recent call. [](https://www.hubspot.com) ## Not Enough Time for Value-Adding Activities James was often the person receiving those requests. “I’ll be candid — I was getting tired of being asked silly questions.” A sales rep might take 20 minutes to respond to a request. For someone not directly involved in the deal, like James, it took closer to 30 minutes. During peak periods, he'd get up to 15 requests daily. That’s 7.5 hours spent digging through sales field properties. “Especially at month or quarter end, it could end up taking a lot of time,” he says. The team wanted to spend that time on revenue-generating activities and improving performance. [](https://www.hubspot.com) ## Improved Accessibility from the Fathom App for HubSpot Netgain began their search for solutions to automate call transcription, analysis, and coaching. They tried out a popular solution, and the team liked its functionality—but not the price tag. Then, the sales team found another option: the [Fathom app for HubSpot](https://hubs.la/Q03mnvjW0). Netgain already used HubSpot as its CRM and Sales Hub to manage all sales activities. By integrating Fathom with HubSpot, Netgain would get more note-taking and call analysis capabilities, along with Fathom’s call summary functionality to automatically update deals in Sales Hub. “The integration was crucial,” James says. With Fathom data mapped onto deals, Sales Hub’s reporting would make deal statuses accessible across Netgain. It was clear Fathom was the answer to increasing deal visibility and the team decided to move forward with full deployment. What's more, the team was able to get nearly 100 users set up on Fathom in no more time than watching a two-minute Loom video.  [](https://www.hubspot.com) ## Instant Insights Boost Forecasting Accuracy Netgain once lacked insight into deal progress. Now, the team has built categories like “readiness-to-close” and “likeliness-to-buy” scores into custom Fathom summaries, highlighting the status of each call. “Those are fantastic predictors,” James says regarding the scores’ improvements to forecasting accuracy. Netgain’s month-end AR forecasts are now nearly spot-on. On a micro level, James is confident knowing whether a rep is likely to close that deal within the month, and the sales team can react accordingly. “What’s at risk if we don’t use Fathom? All my time, for one,” James says. He used to spend entire workdays answering simple questions. After implementing the Fathom app for HubSpot, the sales team is no longer the single source of truth for deal info. Anyone at Netgain can go directly to the Sales Hub dashboard or even type their question into Fathom to get answers on any deal status or details. [](https://www.hubspot.com) ## Improved Performance and Coaching Opportunities Netgain also uses Fathom’s call analysis to score reps on technical sales skills such as discovery, solutioning, and objection handling as well as soft skills like communication and relationship building. Reps can analyze how their performance compares to peers and how certain actions affect their deals. “It’s enabled reps to self-drive their own coaching,” James says. This independent activity means reps improve without a heavy-handed approach from Netgain. Fathom has become Netgain’s new baseline, James says. “Our sales folks can’t imagine not having an AI tool assist them on their calls.” Someone recently asked the team if Netgain really needed the app, and 50 people instantly responded: “Yes, we absolutely need Fathom.” Table of Contents Table of Contents - [A Lack of Visibility Into Sales Insights](https://www.hubspot.com#h.1fob9te) - [Not Enough Time for Value-Adding Activities](https://www.hubspot.com#h.tyjcwt) - [Improved Accessibility from the Fathom App for HubSpot](https://www.hubspot.com#h.4d34og8) - [Instant Insights Boost Forecasting Accuracy](https://www.hubspot.com#h.abr51u6lkjm3) - [Improved Performance and Coaching Opportunities](https://www.hubspot.com#h.3rdcrjn)  > The Fathom app for HubSpot is a non-negotiable for our sales folks. And not just our sales folks: Our implementation, product and marketing teams use it, too. It’s a baseline for everybody here. James Jinkson Revenue Operations Manager Netgain Solutions   ### 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 -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - Software & Technology - 25-200 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/eventus) -  ### How Pingman Tools Turns Trial Users into Loyal Customers with HubSpot's Prospecting Agent - Software & Technology - 25-200 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/pingman) -  ### How RevenueWell Books 40% More Meetings for Dental Practices with Prospecting Agent - Software & Technology - 25-200 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/revenuewell) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - 25-200 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder) - 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Software & Technology - 25-200 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/bitfocus-customer-agent) -  ### How Sticos Gave Accountants Instant Support and Clients Faster Results with HubSpot's Customer Agent - Software & Technology - 25-200 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/sticos) -  ### How FBA Boosted Lead Generation 216% by Powering Sales and Marketing with HubSpot's AI - 25-200 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/franchise-brokers-association) -  ### Loop & Tie Increases User Acquisition by 51% With the Twilio Segment App for HubSpot - 25-200 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/loop-and-tie) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - Software & Technology - 25-200 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/eventus) -  ### How Pingman Tools Turns Trial Users into Loyal Customers with HubSpot's Prospecting Agent - Software & Technology - 25-200 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/pingman) -  ### How RevenueWell Books 40% More Meetings for Dental Practices with Prospecting Agent - Software & Technology - 25-200 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/revenuewell) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - 25-200 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder) -  ### How Turno Turned Mountains of Customer Data into Guest Experiences That Deliver, with HubSpot’s Connector for Claude - Software & Technology - 25-200 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/how-turno-turned-mountains-of-customer-data-into-guest-experiences-that-actually-deliver-with-hubspots-connector-for-claude) -  ### How Panoramic Doors Gives Every Homeowner Expert Answers at the First Click with HubSpot's Customer Agent - 25-200 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/panoramic-doors-customer-agent) -  ### How Bitfocus Makes Sure No Frontline Worker Waits Overnight for an Answer with HubSpot's Customer Agent - Software & Technology - 25-200 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/bitfocus-customer-agent) -  ### How Sticos Gave Accountants Instant Support and Clients Faster Results with HubSpot's Customer Agent - Software & Technology - 25-200 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/sticos) -  ### How FBA Boosted Lead Generation 216% by Powering Sales and Marketing with HubSpot's AI - 25-200 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/franchise-brokers-association) -  ### Loop & Tie Increases User Acquisition by 51% With the Twilio Segment App for HubSpot - 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