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?afsrc=1) - Close Search - [Log in](https://app.hubspot.com/login?afsrc=1) - About About - [About Us](https://www.hubspot.com/our-story?afsrc=1) - [Careers](https://www.hubspot.com/careers?afsrc=1) - [Contact Us](https://www.hubspot.com/company/contact?afsrc=1) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management?afsrc=1) 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?afsrc=1) [Overview of all products](https://www.hubspot.com/products/get-started?afsrc=1) - ### Marketing Hub Marketing automation software [Free and premium plans](https://www.hubspot.com/products/marketing?afsrc=1) - ### Sales Hub Sales software [Free and premium plans](https://www.hubspot.com/products/sales?afsrc=1) - ### Service Hub Customer service software [Free and premium plans](https://www.hubspot.com/products/service?afsrc=1) - ### Content Hub Content marketing software [Free and premium plans](https://www.hubspot.com/products/content?afsrc=1) - ### Data Hub Data management software [Free and premium plans](https://www.hubspot.com/products/data?afsrc=1) - ### Revenue Hub CPQ, billing, and payments software [Free and premium plans](https://www.hubspot.com/products/revenue?afsrc=1) - ### Smart CRM AI-powered, flexible CRM software [Learn more](https://www.hubspot.com/products/crm/ai-crm?afsrc=1) - ### Agent Hub Your central home for building and managing AI agents across the platform [Learn more](https://www.hubspot.com/products/artificial-intelligence?afsrc=1) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter?afsrc=1) - ### 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?afsrc=1) - ### HubSpot Marketplace Connect your favorite apps to HubSpot [See all integrations](https://ecosystem.hubspot.com/marketplace/apps?afsrc=1) - Solutions Solutions - By Use Case - By Team Size - Why HubSpot? - ## Marketing - ### [Generate leads](https://www.hubspot.com/use-case/generate-leads?afsrc=1) Convert visitors into contacts for your database. - ### [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?afsrc=1) Create campaigns with automation and AI. - ## Sales - ### [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?afsrc=1) Generate a pipeline of high-quality prospects. - ### [Close deals](https://www.hubspot.com/use-case/close-more-deals?afsrc=1) Streamline your process and close more deals faster. - ## Customer Service - ### [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?afsrc=1) Support customers at scale with AI and a help desk. - ### [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?afsrc=1) Identify opportunities to improve customer health. - ## Content - ### [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?afsrc=1) Easily craft content for your audience, with help from AI. - ### [Manage content](https://www.hubspot.com/use-case/manage-content?afsrc=1) 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?afsrc=1) Generate leads through content, AI, and automation. - ### [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?afsrc=1) Prospect smarter and automate payments. - ### [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?afsrc=1) 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?afsrc=1) Scale customer service with an AI customer agent. - ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?afsrc=1) Identify and engage high-value leads with an AI prospecting agent. - ### [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?afsrc=1) 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?afsrc=1) - ### 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?afsrc=1) ## 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?afsrc=1) - ### 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?afsrc=1) - ### 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?afsrc=1) - [Pricing](https://www.hubspot.com/pricing/marketing?afsrc=1) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight?afsrc=1) - [What's New in HubSpot](https://www.hubspot.com/new?afsrc=1) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?afsrc=1) - [Sustainability](https://www.hubspot.com/sustainability?afsrc=1) - ## 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?afsrc=1) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions?afsrc=1) - [Technology Partner Program](https://www.hubspot.com/partners/app?afsrc=1) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?afsrc=1) - [Education Partner Program](https://academy.hubspot.com/education-partner-program?afsrc=1) - [Startup Partner Program](https://www.hubspot.com/startups/partners?afsrc=1) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?afsrc=1) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?afsrc=1) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources?afsrc=1) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?afsrc=1) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding?afsrc=1) - [Migration](https://www.hubspot.com/services/professional/migrations?afsrc=1) - [Premium Support](https://www.hubspot.com/services/premium-support?afsrc=1) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions?afsrc=1) - 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?afsrc=1) - [__Overview of all products__](https://www.hubspot.com/products/get-started?afsrc=1) - [ \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing?afsrc=1) - [ \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales?afsrc=1) - [ \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service?afsrc=1) - [ \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content?afsrc=1) - [ \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data?afsrc=1) - [ \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue?afsrc=1) - [ \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm?afsrc=1) - [ \ __Agent Hub__ \ Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence?afsrc=1) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter?afsrc=1) - [ \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo?afsrc=1) - [ \ __HubSpot Marketplace__ \ Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps?afsrc=1) - Solutions Solutions - By Use Case - ## Marketing - [Generate leads](https://www.hubspot.com/use-case/generate-leads?afsrc=1) - [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?afsrc=1) - ## Sales - [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?afsrc=1) - [Close deals](https://www.hubspot.com/use-case/close-more-deals?afsrc=1) - ## Customer Service - [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?afsrc=1) - [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?afsrc=1) - ## Content - [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?afsrc=1) - [Manage content](https://www.hubspot.com/use-case/manage-content?afsrc=1) - ## Startups & Small Businesses - [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers?afsrc=1) - [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?afsrc=1) - [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?afsrc=1) - ## Artificial Intelligence - [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent?afsrc=1) - [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?afsrc=1) - [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?afsrc=1) - 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?afsrc=1) -  ### 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?afsrc=1) - 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?afsrc=1) -  ### 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?afsrc=1) -  ### 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?afsrc=1) - [Pricing](https://www.hubspot.com/pricing/marketing?afsrc=1) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight?afsrc=1) - [What's New in HubSpot](https://www.hubspot.com/new?afsrc=1) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?afsrc=1) - [Sustainability](https://www.hubspot.com/sustainability?afsrc=1) - ## 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?afsrc=1) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions?afsrc=1) - [Technology Partner Program](https://www.hubspot.com/partners/app?afsrc=1) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?afsrc=1) - [Education Partner Program](https://academy.hubspot.com/education-partner-program?afsrc=1) - [Startup Partner Program](https://www.hubspot.com/startups/partners?afsrc=1) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?afsrc=1) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?afsrc=1) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources?afsrc=1) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?afsrc=1) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding?afsrc=1) - [Migration](https://www.hubspot.com/services/professional/migrations?afsrc=1) - [Premium Support](https://www.hubspot.com/services/premium-support?afsrc=1) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions?afsrc=1) - About About - [About Us](https://www.hubspot.com/our-story?afsrc=1) - [Careers](https://www.hubspot.com/careers?afsrc=1) - [Contact Us](https://www.hubspot.com/company/contact?afsrc=1) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management?afsrc=1) [Start free or get a demo](https://www.hubspot.com/products/get-started?afsrc=1) [Log in](https://app.hubspot.com/login?afsrc=1) - 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?afsrc=1) - [Case Studies Overview](https://www.hubspot.com/case-studies?afsrc=1) - [Directory](https://www.hubspot.com/case-studies/directory?afsrc=1) - RoofMaxx  # Roof Maxx Expands From 72 to 250 Exclusive Dealers in 24 Months HubSpot CRM Consumer Services 1-25 employees  - +200% Exclusive Dealers Growth - 180 sales seats Use Cases - Full CRM Products - [Marketing Hub](https://www.hubspot.com/products/marketing?afsrc=1) - [Sales Hub](https://www.hubspot.com/products/sales?afsrc=1) - [Service Hub](https://www.hubspot.com/products/service?afsrc=1) - [Free Tools](https://www.hubspot.com/products/crm?afsrc=1) ### Story Overview Roof Maxx found that Infusionsoft inflexible structure couldn’t accommodate the varied needs of its exclusive dealers, internal sales teams, marketing and service. Roof Maxx switched to HubSpot CRM and gained the customization it needed to empower its growth, scaling from 72 dealers to 250 in just 24 months. ### About Company Roof Maxx is a safe, proven alternative to replacing asphalt roofs. Its revolutionary technology uses 100% natural plant-based bio-oil to restore life to dried out shingles before they fail. The process adds five years to their lifespan at 20% the cost of replacing them—while reducing the amount of roofing materials going to landfills. ### Finding a CRM for Exclusive Dealers and Internal Sales Ryan Grissinger, Chief Technology Officer, kept asking himself: Was Roof Maxx a roofing company or a software company?  Given all the time and effort Ryan and his team put into implementing tools such as Infusionsoft by Keap, Zendesk and their own custom software solution—they were starting to feel like software developers.  They reached this point because [Roof Maxx](https://roofmaxx.com/?afsrc=1) was growing extraordinarily fast and needed software solutions that could help power that growth.  But unfortunately, Infusionsoft by Keap was getting in the way.  “Like a lot of software, Infusionsoft works just fine as long as you structure things the way they want,” says Ryan. “But we needed to organize our processes in our own way.” Adding to the complexity, Roof Maxx has three distinct user groups with differing needs and capabilities: exclusive dealers, internal sales teams and business operations, such as marketing and customer service.  Roof Maxx’s exclusive dealers vary in their level of technical expertise. So, when evaluating potential software solutions, any CRM Ryan chose would have to be easy to use and backed up with robust training and support.  Further, more established dealers already had a variety of software systems in place that they liked and wanted to keep—so the ability to integrate with existing systems was also essential. Given this list of requirements, Ryan was excited when he found HubSpot CRM.  ### HubSpot CRM Meets the Needs of Every User Group Ryan relied heavily on the HubSpot [onboarding team](https://www.hubspot.com/services/onboarding?afsrc=1) to make the transition from Infusionsoft by Keap to HubSpot CRM.  “Adam and Jen were super helpful in guiding us through the switch,” says Ryan. “The whole experience was great.” Roof Maxx has a large number of seats relative to its size (180 sales seats and 27 service seats), which is typical for exclusive dealers' models. Ryan chose to divide the seats among different groups, assigning them to their own dealers, the internal dealer development sales team, the internal consumer sales team, as well as marketing and customer service.  “Each ‘bucket’ of users has their own roles and processes,” says Ryan, “but HubSpot is flexible enough to accommodate them all.”  Just as importantly, [HubSpot CRM](https://www.hubspot.com/why-go-hubspot?afsrc=1) makes it easy to make changes as Roof Maxx grows. “As a startup, things change quickly,” says Ryan. “With HubSpot, we have a tool that can change with us because we can build it the way we need it.” This flexibility also makes it easy for Ryan and his team to test and optimize their processes for greater efficiency.  “We make changes to our pipelines and workflows all the time because we’re constantly optimizing what we’re doing,” says Ryan. “Every piece in HubSpot comes together to make it happen.” __Access to training and support__ All Roof Maxx HubSpot CRM users, exclusive dealers included, have access to the [HubSpot Academy](https://academy.hubspot.com/) for training and support. So even dealers who are less tech savvy can have their questions answered. “The HubSpot Academy has been really, really helpful for our users,” says Ryan. “Some of us use it a lot.” __Integration with other applications__ By implementing HubSpot CRM, Roof Maxx was able to eliminate [Infusionsoft by Keap and Zendesk](https://www.hubspot.com/comparisons?afsrc=1) but continues to use its own custom software.  “HubSpot has 90% of everything we need,” says Ryan. “For the remaining 10%, we have our custom system, which is seamlessly integrated with HubSpot CRM.” Roof Maxx’s custom system isn’t the only application integrated with HubSpot CRM.  For example, Ryan is integrating Genesys with HubSpot to build a national call center to handle calls driven by its marketing campaigns.  With the HubSpot-Genesys [integration](https://ecosystem.hubspot.com/marketplace/apps?afsrc=1), call center agents get popups on their screens with customer information if the customer record exists in HubSpot CRM. By having this information at their fingertips, agents are empowered to deliver more personalized service.  At the same time, information that call agents enter resides in the HubSpot CRM where it’s accessible to any Roof Maxx team member with the necessary permissions.  “We’ve only had this in place for a few months, but we already can’t imagine doing business without it,” says Ryan. In addition to Genesys, Roof Maxx is also integrating HubSpot with Dispatch, a field-service software. With Dispatch, field crews can easily report job arrival times and other important field metrics to ensure compliance and higher customer satisfaction rates.  “If someone presses a button in Dispatch, it updates the deal stage over at HubSpot,” says Ryan. “Then we can run a report and see the entire lifecycle of that deal. It creates a seamless end-to-end experience.” Ryan is also using API integrations to filter and map leads from Facebook, YouTube and other platforms into HubSpot.  “We use a mapping solution to bring everything into HubSpot so we can see everything in one place and report on it,” says Ryan. Ryan has also integrated ClientTether with HubSpot, a client engagement platform. Even with all these integrations, HubSpot CRM remains at the core.  “Rather than try to hack all of these systems together, we’ve put HubSpot at the center of everything we do,” says Ryan. “We manage all of our inputs and outputs from there.” __A complete view for better decision making__ With the rich data gained from all these inputs, Roof Maxx has the information it needs to guide its decision making. For example, Ryan is using this [real-time data](https://www.hubspot.com/products/marketing/analytics?afsrc=1) to evaluate its marketing vendors. “If we have three different vendors, I can look at them all and see which is underperforming and which is a superstar, and then decide where to put our marketing dollars,” says Ryan. “The data allows us to make those kinds of decisions on multiple levels.”  __Aligning exclusive dealers, sales teams and departments__ Just as importantly, Ryan sees the value in having everyone in the business on the [same platform](https://offers.hubspot.com/power-of-the-contact-record?afsrc=1), including dealers located across the country. “Having everyone on the same page is mission critical,” says Ryan. “The left hand knows what the right hand is doing and vice versa because it’s all centralized in one place.” __Upgrading to Sales Hub Enterprise__ Today, Roof Maxx continues to deepen its partnership with HubSpot, recently upgrading from Sales Hub Professional to Sales Hub Enterprise.  “The additional capabilities of Sales Hub Enterprise, such as advanced quote-based workflows and custom objects, will enable us to take our business to the next level,” says Ryan.  Throughout the upgrade process, Ryan remained impressed with the support he received from HubSpot.  “The HubSpot team was fantastic to work with,” says Ryan. “They gave us one-to-one attention and helped us find just the right solution for our needs.”  ### Growing from 72 to 250 Exclusive Dealers in 24 Months With the help of HubSpot CRM, Roof Maxx has grown from 72 exclusive dealers to 250 in just 24 months.  This fast pace of growth wouldn’t have been possible without the flexibility of HubSpot CRM. Today, Ryan never has to question whether Roof Maxx is a software company or a roofing company because HubSpot CRM is there to support what Roof Maxx does best: deliver an innovative, roof-replacement alternative to its dealers and direct customers. “We couldn’t have achieved this growth if we’d stayed with Infusionsoft,” says Ryan. “I can’t imagine doing business without HubSpot.” Table of Contents Table of Contents - [Finding a CRM for Exclusive Dealers and Internal Sales](https://www.hubspot.com#finding-a-crm-for-exclusive-dealers-and-internal-sales) - [HubSpot CRM Meets the Needs of Every User Group](https://www.hubspot.com#hubspot-crm-meets-the-needs-of-every-user-group) - [Growing from 72 to 250 Exclusive Dealers in 24 Months](https://www.hubspot.com#growing-from-72-to-250-exclusive-dealers-in-24-months)  ### 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?afsrc=1) ##### Related Case Studies -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder?afsrc=1) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm?afsrc=1) -  ### How Panoramic Doors Gives Every Homeowner Expert Answers at the First Click with HubSpot's Customer Agent - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/panoramic-doors-customer-agent?afsrc=1) -  ### Marketing Smarter: Fullstack Leveraged HubSpot’s Meta Integration to Unlock Ad Efficiency - 1-25 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/fullstack-agency?afsrc=1) -  ### Loop & Tie Increases User Acquisition by 51% With the Twilio Segment App for HubSpot - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/loop-and-tie?afsrc=1) -  ### ManoByte Revenue Doubles YOY for 4 Years As HubSpot Partner - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/manobyte?afsrc=1) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?afsrc=1) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/eventus?afsrc=1) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - United States - Marketing Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union?afsrc=1) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent?afsrc=1) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder?afsrc=1) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm?afsrc=1) -  ### How Panoramic Doors Gives Every Homeowner Expert Answers at the First Click with HubSpot's Customer Agent - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/panoramic-doors-customer-agent?afsrc=1) -  ### Marketing Smarter: Fullstack Leveraged HubSpot’s Meta Integration to Unlock Ad Efficiency - 1-25 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/fullstack-agency?afsrc=1) -  ### Loop & Tie Increases User Acquisition by 51% With the Twilio Segment App for HubSpot - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/loop-and-tie?afsrc=1) -  ### ManoByte Revenue Doubles YOY for 4 Years As HubSpot Partner - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/manobyte?afsrc=1) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?afsrc=1) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/eventus?afsrc=1) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - United States - Marketing Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union?afsrc=1) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent?afsrc=1) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder?afsrc=1) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm?afsrc=1) -  ### How Panoramic Doors Gives Every Homeowner Expert Answers at the First Click with HubSpot's Customer Agent - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/panoramic-doors-customer-agent?afsrc=1) -  ### Marketing Smarter: Fullstack Leveraged HubSpot’s Meta Integration to Unlock Ad Efficiency - 1-25 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/fullstack-agency?afsrc=1) -  ### Loop & Tie Increases User Acquisition by 51% With the Twilio Segment App for HubSpot - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/loop-and-tie?afsrc=1) -  ### ManoByte Revenue Doubles YOY for 4 Years As HubSpot Partner - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/manobyte?afsrc=1) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?afsrc=1) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/eventus?afsrc=1) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - United States - Marketing Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union?afsrc=1) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent?afsrc=1) [See all case studies](https://www.hubspot.com/case-studies/directory?afsrc=1) [Back to top](#) Back Close ## Popular Features - 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