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?missing=undefined) - Close Search - [Log in](https://app.hubspot.com/login?missing=undefined) - About About - [About Us](https://www.hubspot.com/our-story?missing=undefined) - [Careers](https://www.hubspot.com/careers?missing=undefined) - [Contact Us](https://www.hubspot.com/company/contact?missing=undefined) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management?missing=undefined) 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?missing=undefined) [Overview of all products](https://www.hubspot.com/products/get-started?missing=undefined) - ### Marketing Hub Marketing automation software [Free and premium plans](https://www.hubspot.com/products/marketing?missing=undefined) - ### Sales Hub Sales software [Free and premium plans](https://www.hubspot.com/products/sales?missing=undefined) - ### Service Hub Customer service software [Free and premium plans](https://www.hubspot.com/products/service?missing=undefined) - ### Content Hub Content marketing software [Free and premium plans](https://www.hubspot.com/products/content?missing=undefined) - ### Data Hub Data management software [Free and premium plans](https://www.hubspot.com/products/data?missing=undefined) - ### Revenue Hub CPQ, billing, and payments software [Free and premium plans](https://www.hubspot.com/products/revenue?missing=undefined) - ### Smart CRM AI-powered, flexible CRM software [Learn more](https://www.hubspot.com/products/crm/ai-crm?missing=undefined) - ### Agent Hub Your central home for building and managing AI agents across the platform [Learn more](https://www.hubspot.com/products/artificial-intelligence?missing=undefined) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter?missing=undefined) - ### 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?missing=undefined) - ### HubSpot Marketplace Connect your favorite apps to HubSpot [See all integrations](https://ecosystem.hubspot.com/marketplace/apps?missing=undefined) - Solutions Solutions - By Use Case - By Team Size - Why HubSpot? - ## Marketing - ### [Generate leads](https://www.hubspot.com/use-case/generate-leads?missing=undefined) Convert visitors into contacts for your database. - ### [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?missing=undefined) Create campaigns with automation and AI. - ## Sales - ### [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?missing=undefined) Generate a pipeline of high-quality prospects. - ### [Close deals](https://www.hubspot.com/use-case/close-more-deals?missing=undefined) Streamline your process and close more deals faster. - ## Customer Service - ### [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?missing=undefined) Support customers at scale with AI and a help desk. - ### [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?missing=undefined) Identify opportunities to improve customer health. - ## Content - ### [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?missing=undefined) Easily craft content for your audience, with help from AI. - ### [Manage content](https://www.hubspot.com/use-case/manage-content?missing=undefined) 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?missing=undefined) Generate leads through content, AI, and automation. - ### [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?missing=undefined) Prospect smarter and automate payments. - ### [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?missing=undefined) 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?missing=undefined) Scale customer service with an AI customer agent. - ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?missing=undefined) Identify and engage high-value leads with an AI prospecting agent. - ### [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?missing=undefined) 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?missing=undefined) - ### 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?missing=undefined) ## 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?missing=undefined) - ### 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?missing=undefined) - ### 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?missing=undefined) - [Pricing](https://www.hubspot.com/pricing/marketing?missing=undefined) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight?missing=undefined) - [What's New in HubSpot](https://www.hubspot.com/new?missing=undefined) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?missing=undefined) - [Sustainability](https://www.hubspot.com/sustainability?missing=undefined) - ## 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?missing=undefined) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions?missing=undefined) - [Technology Partner Program](https://www.hubspot.com/partners/app?missing=undefined) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?missing=undefined) - [Education Partner Program](https://academy.hubspot.com/education-partner-program?missing=undefined) - [Startup Partner Program](https://www.hubspot.com/startups/partners?missing=undefined) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?missing=undefined) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?missing=undefined) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources?missing=undefined) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?missing=undefined) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding?missing=undefined) - [Migration](https://www.hubspot.com/services/professional/migrations?missing=undefined) - [Premium Support](https://www.hubspot.com/services/premium-support?missing=undefined) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions?missing=undefined) - 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?missing=undefined) - [__Overview of all products__](https://www.hubspot.com/products/get-started?missing=undefined) - [ \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing?missing=undefined) - [ \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales?missing=undefined) - [ \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service?missing=undefined) - [ \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content?missing=undefined) - [ \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data?missing=undefined) - [ \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue?missing=undefined) - [ \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm?missing=undefined) - [ \ __Agent Hub__ \ Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence?missing=undefined) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter?missing=undefined) - [ \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo?missing=undefined) - [ \ __HubSpot Marketplace__ \ Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps?missing=undefined) - Solutions Solutions - By Use Case - ## Marketing - [Generate leads](https://www.hubspot.com/use-case/generate-leads?missing=undefined) - [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?missing=undefined) - ## Sales - [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?missing=undefined) - [Close deals](https://www.hubspot.com/use-case/close-more-deals?missing=undefined) - ## Customer Service - [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?missing=undefined) - [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?missing=undefined) - ## Content - [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?missing=undefined) - [Manage content](https://www.hubspot.com/use-case/manage-content?missing=undefined) - ## Startups & Small Businesses - [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers?missing=undefined) - [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?missing=undefined) - [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?missing=undefined) - ## Artificial Intelligence - [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent?missing=undefined) - [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?missing=undefined) - [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?missing=undefined) - 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?missing=undefined) -  ### 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?missing=undefined) - 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?missing=undefined) -  ### 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?missing=undefined) -  ### 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?missing=undefined) - [Pricing](https://www.hubspot.com/pricing/marketing?missing=undefined) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight?missing=undefined) - [What's New in HubSpot](https://www.hubspot.com/new?missing=undefined) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?missing=undefined) - [Sustainability](https://www.hubspot.com/sustainability?missing=undefined) - ## 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?missing=undefined) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions?missing=undefined) - [Technology Partner Program](https://www.hubspot.com/partners/app?missing=undefined) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?missing=undefined) - [Education Partner Program](https://academy.hubspot.com/education-partner-program?missing=undefined) - [Startup Partner Program](https://www.hubspot.com/startups/partners?missing=undefined) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?missing=undefined) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?missing=undefined) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources?missing=undefined) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?missing=undefined) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding?missing=undefined) - [Migration](https://www.hubspot.com/services/professional/migrations?missing=undefined) - [Premium Support](https://www.hubspot.com/services/premium-support?missing=undefined) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions?missing=undefined) - About About - [About Us](https://www.hubspot.com/our-story?missing=undefined) - [Careers](https://www.hubspot.com/careers?missing=undefined) - [Contact Us](https://www.hubspot.com/company/contact?missing=undefined) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management?missing=undefined) [Start free or get a demo](https://www.hubspot.com/products/get-started?missing=undefined) [Log in](https://app.hubspot.com/login?missing=undefined) - 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?missing=undefined) - [Case Studies Overview](https://www.hubspot.com/case-studies?missing=undefined) - [Directory](https://www.hubspot.com/case-studies/directory?missing=undefined) - Triage Staffing  # How Triage Staffing is Growing Its Workforce and Saving Up to 80 Hours a Week Staffing and Recruiting 200-1,000 employees  - 80 Hours a week saved on compliance processes - 2X Email click-through rates Use Cases - Full CRM Products - [Marketing Hub](https://www.hubspot.com/products/marketing?missing=undefined) - [Sales Hub](https://www.hubspot.com/products/sales?missing=undefined) - [Service Hub](https://www.hubspot.com/products/service?missing=undefined) - [](https://www.hubspot.com/products/crm/enterprise?missing=undefined) - [Content Hub](https://www.hubspot.com/products/content?missing=undefined) ### Story Overview Triage Staffing’s applicant tracking system couldn’t provide the automation or integrations necessary to convert more leads and shorten its time to close. Triage implemented the HubSpot CRM platform and has seen its workforce increase while also saving the compliance team an average of 80 hours a week. ### About Company Founded in 2006, Triage Staffing is a medical staffing agency that specializes in staffing the best and brightest nursing, laboratory, rehabilitation therapy, cardiopulmonary and radiology professionals for short-term travel assignments across the US. ### Closing More Leads Faster in a Competitive Market Few resources are in greater demand than healthcare workers, which put Chad Sideris, Director of Marketing Technology and Lead Generation at [Triage Staffing](https://triagestaff.com/?missing=undefined), under tremendous pressure. [Triage](https://triagestaff.com/?missing=undefined) is a staffing agency that arranges short, 13-week assignments for travel nurses in healthcare facilities across the U.S. With nursing shortages—and competition from other agencies—Chad knew it was more important than ever to convert new applicants and shorten Triage’s time to close. “Finding and nurturing these leads wasn’t easy,” says Chad. “And once we sign them, it can take 130 days to place them,” says Chad. “Making this process more efficient was critical to our ROI.” Triage was using an applicant tracking system (ATS) to handle applications and contracts for its travel nurses. But the ATS couldn’t do what Triage needed on the marketing side. “We were bringing in about 400 leads a month through our online form and processed every one of those leads by hand,” says Chad. “It was very time-consuming.” Given the situation, the Triage marketing team started looking for a CRM solution that could integrate with the ATS. At the same time, the sales team was getting bogged down in manually logging outbound sales calls. “Sales had goals they wanted to hit,” says Chad. “But you know what gets in the way of making 300 phone calls a day? Making 300 sets of notes after each call.” So the Triage marketing team narrowed its search to only include CRM platforms that could also bring new efficiencies to the sales team and shorten the long sales cycle. In addition, the [Triage](https://triagestaff.com/?missing=undefined) team wanted to choose a user-friendly platform that could eventually empower users to find new ways to improve efficiencies, without the help of developers. “In the long term, we didn’t want to have to hire a developer or pull them off other projects to make efficiency improvements,” says Chad. ### Consolidating Sales, Marketing and Compliance on HubSpot CRM The [Triage](https://triagestaff.com/?missing=undefined) marketing team chose the HubSpot CRM platform, partly due to its ability to integrate with its ATS and WordPress. HubSpot CRM’s easy-to-use interface was another deciding factor. “HubSpot isn’t like other CRMs I’ve used before,” says Chad. “The user interface is much cleaner and more user friendly, and it enables us to do things we couldn’t do otherwise.” Marketing Hub proved such a success, Triage eventually expanded its implementation to include Sales Hub, CMS Hub, and Operations Hub. __Workflows bring new efficiencies to lead processing__ With HubSpot CRM’s workflow automation and the ability to set predefined rules, Triage has dramatically reduced the time needed to process new leads. Chad explains: “We can process more leads by automating and categorizing them by business channel. And we use custom properties to further segment the data as we learn.” Thanks to workflow automation and rules, Triage has scaled from processing 400 leads a month to processing thousands. __Improved click-through rates with personalization__ Automation has also allowed the Triage team to enroll leads in workflows that are more personalized to those leads’ specific needs and interests. This personalization has led to a significant increase in click-through rates, growing from 10% to 20%. __Documenting and recording sales calls__ Sales Hub has also been a game-changer for the 200-person sales team. They’re using it to reach more leads than ever without the need for an expensive phone system. The team is making their calls via the Sales Hub portal, so every call is logged, and call recordings are automatically attached to the contact record. “We can hammer through phone calls very quickly now,” says Chad. “And every call is recorded, whereas they weren’t recorded at all before.” Not only does this mean less manual note-taking for the sales team but also more accountability. “Having a record that calls occurred is very helpful for sales contact ownership,” says Chad. “The calls, the emails, the notes—everything is right there in the contact record.” At first, the sales team was resistant to the change but quickly came to recognize and appreciate the new platform. “There was a lot of resistance at first because no one likes change,” says Chad. “But within a week or two, salespeople were telling me how much more productive they are with Sales Hub.” __Ability to make changes and test__ Just as Chad had hoped, the HubSpot CRM implementation eventually reached the point where users can use rapid prototyping to optimize processes. “If someone in sales suggests a process change, we don’t have to ask for help,” says Chad. “We can quickly implement the idea and test it out to see if it works.” For example, the sales team wanted to handle leads differently on weekends versus weekdays. Chad made changes in HubSpot CRM to test the idea. The results were positive—and Chad continued to make refinements over the following weeks to optimize results even more. “It was a simple change that made a real difference,” says Chad. “It only took 15 minutes to set up, but it’s helping us meet our goals.” __Using automation for compliance__ Before implementing the HubSpot CRM platform, [Triage’s](https://triagestaff.com/?missing=undefined) compliance department had a laborious process to make sure that every travel nurse’s credentials were current. When credentials were about to expire in a particular state, for example, the compliance team would manually email them as a reminder to renew—and then manually follow up until the renewal was confirmed. The compliance team has automated this process with HubSpot CRM. “Automating this process saves the compliance department a lot of time,” says Chad. “Plus, we can see if the email notification bounced or if the person has read it, which is also helpful.” Triage has also integrated HubSpot with DocuSign to facilitate the onboarding of new travel nurses. “The integration with DocuSign allows us to trigger an email and send secure documents automatically, which has been super helpful,” says Chad. ### Growing Its Workforce With the Help of HubSpot CRM Thanks in part to efficiencies gained through workflows and integrations, Triage is growing its workforce with the help of HubSpot CRM. Meanwhile, every compliance team member is saving about two hours a week, for a total of 80 hours, in ensuring the credentials of its travel nurses are current. Chad highly recommends the HubSpot CRM platform to other businesses that want to bring automation to their processes. “If you’re a marketing director and want to automate and make your content more dynamic, there’s no easier platform to do that with,” says Chad. Table of Contents Table of Contents - [Closing More Leads Faster in a Competitive Market](https://www.hubspot.com#closing-more-leads-faster-in-a-competitive-market) - [Consolidating Sales, Marketing and Compliance on HubSpot CRM](https://www.hubspot.com#consolidating-sales-marketing-and-compliance-on-hubspot-crm) - [Growing Its Workforce With the Help of HubSpot CRM](https://www.hubspot.com#growing-its-workforce-with-the-help-of-hubspot-crm)  ### 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?missing=undefined) ##### Related Case Studies -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm?missing=undefined) -  ### SmartBug uses the Typeform app to increase form submissions 2x - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/smartbug?missing=undefined) -  ### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/iex-group?missing=undefined) -  ### MarineMax Increased Same-Store Sales 19% in 2 Years - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/marinemax?missing=undefined) -  ### 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?missing=undefined) -  ### How Octagos Gave Clinics a Partner They Could Trust by Building a Marketing Engine as Precise as Its Platform with HubSpot’s Breeze Assistant - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?missing=undefined) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent?missing=undefined) -  ### 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?missing=undefined) -  ### How HubSpot and Cloudfresh Brought Scale and Efficiency to Teams at Ekol Logistics - 200-1,000 employees - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/ekol-logistics?missing=undefined) -  ### 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?missing=undefined) -  ### 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?missing=undefined) -  ### SmartBug uses the Typeform app to increase form submissions 2x - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/smartbug?missing=undefined) -  ### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/iex-group?missing=undefined) -  ### MarineMax Increased Same-Store Sales 19% in 2 Years - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/marinemax?missing=undefined) -  ### 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?missing=undefined) -  ### How Octagos Gave Clinics a Partner They Could Trust by Building a Marketing Engine as Precise as Its Platform with HubSpot’s Breeze Assistant - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?missing=undefined) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent?missing=undefined) -  ### 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?missing=undefined) -  ### How HubSpot and Cloudfresh Brought Scale and Efficiency to Teams at Ekol Logistics - 200-1,000 employees - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/ekol-logistics?missing=undefined) -  ### 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?missing=undefined) -  ### 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?missing=undefined) -  ### SmartBug uses the Typeform app to increase form submissions 2x - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/smartbug?missing=undefined) -  ### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/iex-group?missing=undefined) -  ### MarineMax Increased Same-Store Sales 19% in 2 Years - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/marinemax?missing=undefined) -  ### 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?missing=undefined) -  ### How Octagos Gave Clinics a Partner They Could Trust by Building a Marketing Engine as Precise as Its Platform with HubSpot’s Breeze Assistant - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?missing=undefined) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent?missing=undefined) -  ### 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?missing=undefined) -  ### How HubSpot and Cloudfresh Brought Scale and Efficiency to Teams at Ekol Logistics - 200-1,000 employees - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/ekol-logistics?missing=undefined) -  ### 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?missing=undefined) [See all case studies](https://www.hubspot.com/case-studies/directory?missing=undefined) [Back to top](#) Back Close ## Popular Features - [All Products and Features](https://www.hubspot.com/products?missing=undefined) All Products and Features - [HubSpot AEO](https://www.hubspot.com/products/aeo?missing=undefined) HubSpot AEO - [Free Meeting Scheduler App](https://www.hubspot.com/products/sales/schedule-meeting?missing=undefined) Free Meeting Scheduler App - [Agent Hub](https://www.hubspot.com/products/artificial-intelligence?missing=undefined) Agent Hub - [Email Tracking Software](https://www.hubspot.com/products/sales/email-tracking?missing=undefined) Email Tracking Software - [AI Content Writer](https://www.hubspot.com/products/cms/ai-content-writer?missing=undefined) AI Content Writer - [AI Website Generator](https://www.hubspot.com/products/cms/ai-website-generator?missing=undefined) AI Website Generator - [Email Marketing Software](https://www.hubspot.com/products/marketing/email?missing=undefined) Email Marketing Software - [Lead Management Software](https://www.hubspot.com/products/crm/lead-management?missing=undefined) Lead Management Software - [AI Prospecting Agent](https://www.hubspot.com/products/sales/ai-prospecting-agent?missing=undefined) AI Prospecting Agent - [Free Website Builder](https://www.hubspot.com/products/cms/drag-and-drop-website-builder?missing=undefined) Free Website Builder - [Landing Pages](https://www.hubspot.com/products/marketing/landing-pages?missing=undefined) Landing Pages - [Free Online Form Builder](https://www.hubspot.com/products/marketing/forms?missing=undefined) Free Online Form Builder - [Free Chatbot Builder](https://www.hubspot.com/products/crm/chatbot-builder?missing=undefined) Free Chatbot Builder - [Free Live Chat Software](https://www.hubspot.com/products/crm/live-chat?missing=undefined) Free Live Chat Software - [Marketing Analytics](https://www.hubspot.com/products/marketing/analytics?missing=undefined) Marketing Analytics - [Free Landing Page Builder](https://www.hubspot.com/products/marketing/landing-pages?missing=undefined) Free Landing Page Builder - [Free Web Hosting](https://www.hubspot.com/products/cms/web-hosting?missing=undefined) Free Web Hosting ## Free Tools - [See All Free Business Tools](https://www.hubspot.com/free-business-tools?missing=undefined) See All Free Business Tools - [AI Search Grader](https://www.hubspot.com/ai-search-grader?missing=undefined) AI Search Grader - [AI Search Sensor](https://www.hubspot.com/aeo-sensor?missing=undefined) AI Search Sensor - [Make My Persona](https://www.hubspot.com/make-my-persona?missing=undefined) Make My Persona - [Email Signature Generator](https://www.hubspot.com/email-signature-generator?missing=undefined) Email Signature Generator - [Free Business Templates](https://www.hubspot.com/resources/templates?missing=undefined) Free Business Templates - [Software Comparisons Library](https://www.hubspot.com/comparisons?missing=undefined) Software Comparisons Library - [Website Templates](https://ecosystem.hubspot.com/marketplace/website?missing=undefined) Website Templates ## Company - [About Us](https://www.hubspot.com/our-story?missing=undefined) About Us - [Careers](https://www.hubspot.com/careers?missing=undefined) Careers - [Management Team](https://www.hubspot.com/company/management?missing=undefined) Management Team - [Board of Directors](https://www.hubspot.com/company/board-of-directors?missing=undefined) Board of Directors - [Investor Relations](https://ir.hubspot.com/) Investor Relations - [Blog](https://blog.hubspot.com/) Blog - [Sustainability](https://www.hubspot.com/sustainability?missing=undefined) Sustainability - [Contact Us](https://www.hubspot.com/company/contact?missing=undefined) Contact Us ## Customers - [Customer Support](https://help.hubspot.com/) Customer Support - [Join a Local User Group](https://www.hubspot.com/hubspot-user-groups?missing=undefined) Join a Local User Group ## Partners - [All Partner Programs](https://www.hubspot.com/partners?missing=undefined) All Partner Programs - [Solutions Partner Program](https://www.hubspot.com/partners/solutions?missing=undefined) Solutions Partner Program - [Technology Partner Program](https://www.hubspot.com/partners/app?missing=undefined) Technology Partner Program - [HubSpot for Startups](https://www.hubspot.com/startups/partners?missing=undefined) HubSpot for Startups - [Affiliate Program](https://www.hubspot.com/partners/affiliates?missing=undefined) Affiliate Program - [Facebook](https://www.facebook.com/hubspot?missing=undefined) - [Instagram](https://www.instagram.com/hubspot/?missing=undefined) - [Youtube](https://youtube.com/user/HubSpot?missing=undefined) - [Twitter](https://x.com/HubSpot?missing=undefined) - [Linkedin](https://www.linkedin.com/company/hubspot?missing=undefined) - [Reddit](https://www.reddit.com/r/hubspot?missing=undefined) - [Tiktok](https://www.tiktok.com/@hubspot?missing=undefined) [](https://apps.apple.com/us/app/hubspot/id1107711722?missing=undefined) [](https://play.google.com/store/apps/details?missing=undefined) [](https://www.hubspot.com/) Copyright © 2026 HubSpot, Inc. - [Legal Center](https://legal.hubspot.com/legal-center?missing=undefined) - [Privacy Policy](https://legal.hubspot.com/privacy-policy?missing=undefined) - [Security](https://legal.hubspot.com/security?missing=undefined) - [Website Accessibility](https://legal.hubspot.com/website-accessibility?missing=undefined) - [Manage Cookies](https://www.hubspot.com)