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![HubSpot](data:image/svg+xml;base64,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)](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) [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) - [![195140668528](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/marketing-hub.svg) \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing) - [![195146645596](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/sales-hub.svg) \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales) - [![195140668527](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/service-hub.svg) \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service) - [![195140649745](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/content-hub.svg) \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content) - [![195289608884](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/data-hub.svg) \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data) - [![195140609672](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/commerce-hub.svg) \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue) - [![195146050660](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/smart-crm.svg) \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm) - [![195140649746](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/small-business.svg) \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter) - [![178398221210](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/Breeze-Symbol_RGB-Gradient.svg) \ __Breeze__ \ AI agents and features that power the entire platform](https://www.hubspot.com/products/artificial-intelligence) - [![210646671655](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/aeo.svg) \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo) - [![195140649747](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/app-marketplace.svg) \ __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 - ![195309752641](https://www.hubspot.com/hs-fs/hubfs/assets/hubspot.com/global-navigation/2025/Small%20Businesses%20%26%20Start%20ups.webp?width=1035&height=450&name=Small%20Businesses%20%26%20Start%20ups.webp) ### 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) - ![195309752642](https://www.hubspot.com/hs-fs/hubfs/assets/hubspot.com/global-navigation/2025/Enterprise.webp?width=1035&height=450&name=Enterprise.webp) ### 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? - ![195309752643](https://www.hubspot.com/hs-fs/hubfs/assets/hubspot.com/global-navigation/2025/Why%20Choose%20HubSpot.webp?width=1035&height=450&name=Why%20Choose%20HubSpot.webp) ### 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) - ![195303448595](https://www.hubspot.com/hs-fs/hubfs/assets/hubspot.com/global-navigation/2025/Case%20Studies.webp?width=1035&height=450&name=Case%20Studies.webp) ### 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) - ![191228329371](https://www.hubspot.com/hs-fs/hubfs/spotlight_resized_518x225.png?width=518&height=225&name=spotlight_resized_518x225.png) ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. 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What used to be cobbled together from multiple disconnected tools is now a scalable, professional quoting process that builds trust from the first interaction. Sales reps close faster, and feel confident doing it — all without leaving Commerce Hub. ### About Company Paiv’s mission is to build wealth for the trades by delivering tools that increase revenue, improve efficiency, and make businesses more valuable—empowering them to build lasting legacies. * * * #### Story Snapshot ![HubSpot Video](https://api-na1.hubapi.com/video/v1/public/195288215972/poster?portalId=53) * * * #### __The Background__ __Helping Field Sales Teams Sell Smarter__ Paiv is a VC-backed, AI-powered platform built to help field sales and service teams sell smarter and operate more efficiently, whether they’re on a roof or in a customers driveway. Designed for industries like roofing, pest control, and home exteriors, Paiv equips reps with everything they need to find high intent leads, map territories, manage deals, and close faster in the field. ![Paiv Person 1](https://www.hubspot.com/hs-fs/hubfs/Paiv%20Person%201.png?width=1921&height=1080&name=Paiv%20Person%201.png) Since Paiv’s customers don’t sell from behind a desk, they need to bring clarity, speed, and trust to every interaction in real time. For Paiv, supporting those frontline sellers means building systems that are just as fast, professional, and scalable as the teams they enable. “We’re solving big problems in field sales,” said Jess Reagan, Co-Founder and CRO. “So our own quoting experience has to be just as clean and trustworthy as the tools we give our users.” #### __The Challenge__ __Clunky Quoting Risked Eroding Trust__ Before HubSpot, quoting at Paiv was inefficient, manual, and fragmented. “We were piecing together Stripe, DocuSign, notes, Excel… whatever we could to build something that looked right,” Jess explained. “But behind the scenes, it was chaos.” The result frustrated reps and failed to inspire customer confidence. “The first experience customers have with us is the quote,” Jess said. “If anything’s off, it erodes trust. The quote reflects our brand—it’s their first peek into what we’re doing as a company.” ![67a549efbf0d4d756c25ca0d_Group 1171275204](https://www.hubspot.com/hs-fs/hubfs/67a549efbf0d4d756c25ca0d_Group%201171275204.png?width=1131&height=488&name=67a549efbf0d4d756c25ca0d_Group%201171275204.png) Even small issues, like an unbranded or confusing quote, slowed deals and pulled Jess into the chaos. “We’re doing founder-led sales. I don’t have time to teach the team how to build quotes in these old systems,” he said. “End of the month used to be chaotic. Account executives were messaging me non-stop because they didn’t know how to change a quote.” Slow, unclear quoting wasn’t just a sales ops issue, it risked showing customers a version of selling that wasn’t the future. What Paiv needed was a quoting experience that matched the clarity, trust, and professionalism they promise to their own customers every day.   #### __The Solution__ __Easy, Fast, Unified__ When Paiv moved to HubSpot’s Commerce Hub, the shift was immediate as they were already using Sales Hub. With CPQ embedded directly in Commerce Hub, reps could build and send polished, professional quotes without ever leaving their workflow on the HubSpot platform. ![](https://www.hubspot.com/hs-fs/hubfs/undefined-Sep-02-2025-03-02-38-4577-AM.png?width=1600&height=901&name=undefined-Sep-02-2025-03-02-38-4577-AM.png) “I’m thrilled to have them end where they begin,” Jess said. “We put our lead lists in HubSpot, we dial through HubSpot, we manage our deal dashboard in HubSpot. If we’re able to take that all the way through to close—the quote and the payment—scalability goes through the roof.” Setup was quick and intuitive, even for non-technical users. “I could go in, pick my brand’s colors, and step through the process. I’m not technical—and I didn’t need to be.” That simplicity paid off immediately. “It took away a lot of the time that would have been needed to build out a quote-to-cash process,” Jess said. “I want to spend time targeting customers and building out our go-to-market strategy, not explaining how to use a quote tool.” #### __The Transformation__ __Speed That Empowers, Confidence That Closes__ With Commerce Hub’s AI-powered CPQ, Paiv’s reps no longer worry about formatting or fragmented systems, they can build and send quotes directly from the tools they already use. “The speed is helpful,” Jess said, “but it’s the confidence that closes. Our reps know they can make adjustments on the fly. And that confidence shows up in every call.” That empowerment now spans the team, from BDRs to senior AEs, who quote quickly and professionally without bottlenecks. As a startup, Paiv also needed a system that could grow with them. “Scalability is everything,” Jess said. “HubSpot streamlined the process. We’ve tripled our conversion rate, and we’re not slowing down.” And for leadership, the biggest win is unified visibility. “Commerce Hub has put me at the controls,” Jess explained. “I can manage quotes, systems, invoices—all of it—and get a quick snapshot of team execution.” Together, these changes gave Paiv the speed, scale, and control to deliver the kind of sales experience they promise their customers every day. Table of Contents Table of Contents - [Story Snapshot](https://www.hubspot.com#story-snapshot) - [The Background](https://www.hubspot.com#the-background) - [The Challenge](https://www.hubspot.com#the-challenge) - [The Solution](https://www.hubspot.com#the-solution) - [The Transformation](https://www.hubspot.com#the-transformation) ![1713245675211](https://www.hubspot.com/hs-fs/hubfs/1713245675211.jpeg?width=120&height=120&name=1713245675211.jpeg) > Our customers' first experience with Paiv is through the quote built with HubSpot. It has to be fast, frictionless, and beautiful. That’s why we trust it. Jess Reagan CRO & Co-Founder [Paiv](https://www.paiv.ai/) [![Paiv Logo Full Black-1](https://www.hubspot.com/hs-fs/hubfs/Paiv%20Logo%20Full%20Black-1.png?width=149&height=48&name=Paiv%20Logo%20Full%20Black-1.png)](https://www.paiv.ai/) ![](https://www.hubspot.com/hubfs/Case%20Studies%20Redesign%202025/template_cta_illustration_dark.png) ### 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. 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