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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. [Explore product updates](https://www.hubspot.com/spotlight) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [INBOUND Event](https://www.inbound.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program](https://www.hubspot.com/partners/app) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates) - [Education Partner Program](https://academy.hubspot.com/education-partner-program) - [Startup Partner Program](https://www.hubspot.com/startups/partners) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding) - [Migration](https://www.hubspot.com/services/professional/migrations) - [Premium Support](https://www.hubspot.com/services/premium-support) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions) - About About - [About Us](https://www.hubspot.com/our-story) - [Careers](https://www.hubspot.com/careers) - [Contact Us](https://www.hubspot.com/company/contact) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management) [Start free or get a demo](https://www.hubspot.com/products/get-started) [Log in](https://app.hubspot.com/login) - English Select a language - [日本語](#) - [Deutsch](#) - [English](#) - [Español](#) - [Português](#) - [Français](#) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales) - [Case Studies Overview](https://www.hubspot.com/case-studies) - [Directory](https://www.hubspot.com/case-studies/directory) - YuLife ![YuLife logo](https://www.hubspot.com/hs-fs/hubfs/YuLife%20logo.png?width=85&height=45&name=YuLife%20logo.png) # YuLife reinvents insurance, rapidly scaling from startup to global Insurtech with HubSpot Insurance 200-1,000 employees ![YuLife Image](https://www.hubspot.com/hs-fs/hubfs/YuLife%20Article%20Image_2.jpg?width=1080&name=YuLife%20Article%20Image_2.jpg) - 98% Customer retention rate, ~20% above the industry average. - 189% Net revenue retention as customers expand their usage. - 5 mins Average lead response time elevates conversion rates. Use Cases - Full CRM - Drive Retention - International Expansion Products - [Marketing Hub](https://www.hubspot.com/products/marketing) - [Sales Hub](https://www.hubspot.com/products/sales) - [Service Hub](https://www.hubspot.com/products/service) - [Data Hub](https://www.hubspot.com/products/operations) ### Story Overview YuLife, a tech-driven insurance company, has transformed the traditional group insurance and workplace benefits space in the UK with its gamified app and engaging user interface. This 'win-win' model benefits individuals, businesses, and society by promoting healthier lifestyles while providing essential financial protection. With HubSpot as its foundation, YuLife has scaled from a small startup to a fast-growing multinational operation, leveraging data-driven customer relationship management to deliver refreshingly personalized and engaging insurance experiences. ### About Company Founded in 2016, YuLife offers group insurance, including Group Health Insurance and Group Life Insurance, that goes beyond traditional coverage. Their platform combines employee benefits, wellbeing initiatives, engagement tools, and global rewards into a user-friendly app that employees love and use daily. ### __The challenge:__ __Scaling operations while maintaining a premium customer experience__ [YuLife](https://yulife.com/)'s mission is to inspire people to live their best lives every day, using technology and financial services as a force for good. It empowers businesses to look after their people with insurance that protects their futures, alongside a well-being program and app with rewards for walking, cycling, mindfulness, and actions that inspire a healthy life today. In the early days, YuLife relied on manual spreadsheets and a mix of different software, which it outgrew in no time. As it flourished from a startup with just 40 customers to a scale-up serving over 1,200 organisations, YuLife faced the challenge of maintaining a high-touch, personalised approach while expanding operations across multiple teams and regions.  For customers, this complexity impacted the rapid product innovation and responsive service they had grown to expect as the YuLife team was spread thinner without the precise data and unified tools they needed.  Shay Khosrowshahi, Head of RevOps at YuLife, explains: "Being a fast-paced startup, we have had to continuously evolve throughout the years. With so many different teams and ideas across the business, aligning everyone to one common goal has been our biggest challenge." YuLife needed a holistic business solution that could: - Unify data and processes across sales, marketing, customer service, and product development - Scale effortlessly as the company expanded into new markets - Provide real-time insights to drive decision-making and optimise customer experiences - Automate complex workflows to maintain efficiency as the business grew ### __The Solution:__ __HubSpot as the central nervous system for growth__ YuLife chose HubSpot as its first major software investment, implementing it less than a year after its founding. As YuLife has scaled, so has HubSpot, which now serves as the central platform for the entire customer lifecycle. "HubSpot has grown with us from a small team in one room to over 200 employees across multiple countries," says Lauren Berkemeyer, CMO at YuLife. "We see it taking us through as we transition into a multinational." YuLife wanted to unify its data, processes, and communication across every customer engagement for fast and consistent service, so they chose [Service Hub](https://www.hubspot.com/products/service), [Sales Hub](https://www.hubspot.com/products/sales), [Operations Hub](https://www.hubspot.com/products/operations), and [Marketing Hub](https://www.hubspot.com/products/marketing) to deliver this enterprise-wide outcome. __Custom integrations bring everything together securely__ YuLife's proprietary core insurance management platform seamlessly integrates with HubSpot, enabling real-time, two-way synchronisation of essential data while exceeding the insurance sector's strict security and compliance standards.  They also leverage integrations with tools like Zapier for additional flexibility, 6sense Revenue AI™ for advanced account targeting, and Slack for collaboration. __Data-driven decisions and workflow automations__ Operations Hub powers workflows across every stage of the customer journey, from lead nurturing to renewal processes, saving thousands of hours each month. HubSpot's reporting and analytics capabilities provide YuLife with actionable insights, enabling them to continuously refine their processes and improve customer experiences. This data-driven approach allows YuLife to give customers offerings tailored to their changing needs, ensuring personalised and cost-effective insurance solutions. __Quote automation saves thousands of hours__ With over 4,000 quotes generated annually, YuLife's integration between their core insurance platform and [Sales Hub](https://www.hubspot.com/products/sales) has dramatically reduced the time and resources required for complex pricing calculations. [Operations Hub](https://www.hubspot.com/products/operations) facilitates this seamless integration, enabling automated pricing calculations and quote generation, saving thousands of hours per month. Customers also receive accurate and personalised quotes with features that match their needs and usage to maximise the business benefits and return on investment.  __Accelerated lead management and response times__ Using [Marketing Hub](https://www.hubspot.com/products/marketing), YuLife creates targeted landing pages and multi-channel marketing campaigns to generate leads. These leads are then managed through Sales Hub with a direct Slack integration, enabling a quick 5-minute average response time.  This rapid response contributes to an impressive 35% conversion rate from Marketing Qualified Leads to Sales Qualified Opportunities. The detailed lead-to-customer journey ensures no opportunity falls through the cracks and customers get a response fast. __Industry-leading customer retention__ YuLife has achieved a 98% customer retention rate, ~20% above the industry average of 82%. [Service Hub](https://www.hubspot.com/products/service) is crucial in powering customer nurturing workflows and enabling proactive and personalised account management with automated alerts, task assignments, and follow-ups. The team uses Service Hub’s [feedback surveys](https://blog.hubspot.com/service/surveys) to gather customer feedback at key touch points, creating a feedback loop that informs product development and rapid issue resolution. __Value-based selling drives close rates__ The combination of HubSpot's segmentation capabilities and deal management features enables YuLife to implement its value-based selling approach effectively. This has resulted in close rates approximately three times higher than traditional insurance providers. __Visual reporting and accountability at a glance__ YuLife leverages Sales Hub's deal tags and colour-coding features for improved visibility and accountability in their sales pipeline management.  "Adding colour-coded deal tags has been instrumental in providing a quick visual overview of our pipeline. Managers can easily identify deals that need attention or intervention," explains Damon Smith, CRM Manager at YuLife. __Multi-regional support__ HubSpot facilitates YuLife's operations across different regions, including the UK, South Africa, and Japan, with plans for expansion into the US market. With the UK platform established, it is fast to deploy robust systems and get staff up and running in new markets. ### __The Transformation:__ __Streamlined operations and enjoyable customer interactions__ By leveraging HubSpot's comprehensive platform, YuLife has achieved remarkable results: __Unified customer view__ "HubSpot gives us a robust yet flexible foundation to achieve our ambitious growth goals. It's the central nervous system of our operations, providing a single source of truth across all departments," says Damon. Not only does this make life easier for internal teams, but customers know that whoever they talk to across any channel will be fully up to speed on their solution to fast-track results and issue resolution.  __Scalable growth__ YuLife is proof that HubSpot can scale effectively with a growing company. "Throughout our lifecycle and different growth phases, we've proven that HubSpot can handle our needs as we've scaled from 40 to over 1,200 customers," notes Shay. __Positioned for global success__ As YuLife eyes expansion in Japan and South Africa, as well as US market entry, HubSpot remains central to its growth strategy.  The platform's scalability aligns perfectly with YuLife's innovative approach to insurance and employee wellbeing, enabling them to bring their unique, customer-centric insurance model to new markets and positively impact more lives. "As we grow at an exponential pace and deepen relationships with carrier partners, the volume of business we'll be managing will be much larger," says Lauren. "Having HubSpot as our foundation sets us up for a position of scale as we transition from a startup to a scale-up and now into 'grow-up' mode." Table of Contents Table of Contents - [The challenge:Scaling operations while maintaining a premium customer experience](https://www.hubspot.com#the-challengescaling-operations-while-maintaining-a-premium-customer-experience) - [The Solution:HubSpot as the central nervous system for growth](https://www.hubspot.com#the-solutionhubspot-as-the-central-nervous-system-for-growth) - [The Transformation:Streamlined operations and enjoyable customer interactions](https://www.hubspot.com#the-transformationstreamlined-operations-and-enjoyable-customer-interactions) ![Lauren_Headshot (1)](https://www.hubspot.com/hs-fs/hubfs/Lauren_Headshot%20%281%29.jpg?width=120&height=120&name=Lauren_Headshot%20%281%29.jpg) > HubSpot is the foundation on which YuLife is built. As we expand regions, partner with more insurance carriers, and add solutions, HubSpot gives us the tools not just to manage our growth but to accelerate it. We're excited to see how our partnership will continue to drive our success in the years to come. Lauren Berkemeyer CMO [YuLife](https://yulife.com/) [![YuLife logo-1](https://www.hubspot.com/hs-fs/hubfs/YuLife%20logo-1.png?width=91&height=48&name=YuLife%20logo-1.png)](https://yulife.com/) ![](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. [Get a demo](https://offers.hubspot.com/crm-platform-demo) ##### Related Case Studies - ![Exodus Adventure Travel](https://www.hubspot.com/hs-fs/hubfs/Exodus%20Logo.webp?width=215&height=50&name=Exodus%20Logo.webp) ### A Tailored Customer Journey is the Ticket to Growth for Exodus Adventure Travel - 200-1,000 employees - United Kingdom - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/exodus-adventure-travel) - ![Sunsail and The Moorings](https://www.hubspot.com/hs-fs/hubfs/SS-TM_logos.png?width=215&height=50&name=SS-TM_logos.png) ### Sunsail & The Moorings Deliver Once-in-a-Lifetime Experiences 365 Days a Year with Service Hub - 200-1,000 employees - United Kingdom - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/sunsail-and-the-moorings) - ![The Knowledge Academy](https://www.hubspot.com/hs-fs/hubfs/tka-purple%20%282%29-1.png?width=215&height=50&name=tka-purple%20%282%29-1.png) ### Scaling Insightfully with Sales Hub: The Knowledge Academy’s Journey to 192% Sales Growth - 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Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/sunsail-and-the-moorings) - ![The Knowledge Academy](https://www.hubspot.com/hs-fs/hubfs/tka-purple%20%282%29-1.png?width=215&height=50&name=tka-purple%20%282%29-1.png) ### Scaling Insightfully with Sales Hub: The Knowledge Academy’s Journey to 192% Sales Growth - 200-1,000 employees - United Kingdom - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/knowledge-academy-sales-hub) - ![npower Business Solutions](https://www.hubspot.com/hs-fs/hubfs/NBS%20Logo_Single_Standard_Colour%20%281%29.png?width=215&height=50&name=NBS%20Logo_Single_Standard_Colour%20%281%29.png) ### npower Business Solutions saves £50,000 per year with HubSpot - 200-1,000 employees - United Kingdom - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/npower-business-solutions) - ![Allica Bank](https://www.hubspot.com/hs-fs/hubfs/AllicaBank_Orange%26Blue_RGB%20%281%29.png?Blue_RGB%20%281%29.png&width=215&height=50&name=AllicaBank_Orange%26Blue_RGB%20%281%29.png%3FBlue_RGB%20%281%29.png) ### Allica Bank scales from start-up to £1bn+ in lending with HubSpot CRM - 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