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[Free HubSpot CRM](https://www.hubspot.com/products/crm) [Overview of all products](https://www.hubspot.com/products/get-started) - ### Marketing Hub Marketing automation software [Free and premium plans](https://www.hubspot.com/products/marketing) - ### Sales Hub Sales software [Free and premium plans](https://www.hubspot.com/products/sales) - ### Service Hub Customer service software [Free and premium plans](https://www.hubspot.com/products/service) - ### Content Hub Content marketing software [Free and premium plans](https://www.hubspot.com/products/content) - ### Data Hub Data management software [Free and premium plans](https://www.hubspot.com/products/data) - ### Revenue Hub CPQ, billing, and payments software [Free and premium plans](https://www.hubspot.com/products/revenue) - ### Smart CRM AI-powered, flexible CRM software [Learn more](https://www.hubspot.com/products/crm/ai-crm) - ### 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) - [ \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing) - [ \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales) - [ \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service) - [ \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content) - [ \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data) - [ \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue) - [ \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter) - [ \ __Breeze__ \ AI agents and features that power the entire platform](https://www.hubspot.com/products/artificial-intelligence) - [ \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo) - [ \ __HubSpot Marketplace__ \ Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps) - Solutions Solutions - By Use Case - ## Marketing - [Generate leads](https://www.hubspot.com/use-case/generate-leads) - [Automate marketing](https://www.hubspot.com/use-case/automate-marketing) - ## Sales - [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline) - [Close deals](https://www.hubspot.com/use-case/close-more-deals) - ## Customer Service - [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support) - [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction) - ## Content - [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey) - [Manage content](https://www.hubspot.com/use-case/manage-content) - ## Startups & Small Businesses - [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers) - [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) - [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data) - ## Artificial Intelligence - [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent) - [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent) - [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent) - By Team Size - ## By Team Size -  ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter) -  ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise) - Why HubSpot? - ## Why HubSpot? -  ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot) -  ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies) -  ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [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) - Zenpilot  # How ZenPilot Increase Lead Volume While Saving Over $15,000 Each Month Software & Technology 1-25 employees  - $15,000 saved each month - 2 working days saved per month Use Cases - Increase Leads Products - [Sales Hub](https://www.hubspot.com/products/sales) ### Story Overview ZenPilot needed to scale its operations but a labor-intensive payment system was holding them back. With HubSpot payments, Founder Gray MacKenzie standardized payment processing, removed friction for his team and their clients, and reduced overhead costs related to payment processing. ### About Company ZenPilot helps agencies streamline their operations in ClickUp. As ClickUp's largest implementation partner, they've helped thousands of agencies deliver better client services without all the chaos. ### Struggling to scale a labor-intensive payment processing system [ZenPilot](https://www.zenpilot.com/) is all about efficiency. Founder Gray MacKenzie started the consultancy with his partner, Andrew Dymski, after the pair successfully launched an inbound marketing agency and a project management platform based on their signature streamlined operational processes. It made perfect sense for ZenPilot to quickly establish its expertise and pick up momentum with sales. But as Gray soon noticed, there was one area in their systems that was holding them back—payment processing. They were using a combination of Quickbooks Online, Stripe, and a tool called SamCart that required human oversight to ensure everything synched and operated correctly. “We had to do a lot of work manually,” Gray says. Although SamCart could manage online credit card payments, it wasn’t able to process automated clearing house (ACH) payments, which support direct debit transactions. Whenever a client wanted to pay with direct debit, Gray and his team had to use manual workarounds to process the payment, create an invoice, and input the transaction into their customer relationship management tool (CRM), HubSpot Sales Hub. “We were doing it so much that we had to pay somebody to manage those invoices,” Gray says. Not only was the manual method expensive, but it slowed down the process of closing deals and kicking off new projects. “We would have clients get distracted when the delay was too long. By the time we arrived for their kickoff, they had forgotten about the project and didn’t have things ready for us,” Gray says. For a team renowned for efficiency, it was a frustrating situation. Gray didn’t waste any time searching for a more robust payment processing solution. He needed something that could process ACH payments and integrate with his CRM to eliminate the procedural bottleneck.  As a HubSpot client since 2012, he was intrigued when they announced the beta launch of an integrated payment tool. Gray says, “HubSpot has a history of building new products and improving them over time. That made it a relatively easy decision.” Confident that HubSpot payments would grow with his needs, and appreciating the simplicity of its native integration with his HubSpot Sales CRM, Gray signed up for [HubSpot payments](https://www.hubspot.com/products/payments). ### An instant payment link that accepts ACH and connects to workflows Rather than a separate web page that interrupts the intake process to take the payment, HubSpot payment links are designed to work seamlessly inside the sales experience. Customers can buy and pay directly from your website, inside an email, or even in a chat session. Not only is this convenient and smooth in your sales conversation, but it delivers incredible flexibility in the way you deliver and automate your onboarding process. Better yet, with payments built natively into your CRM, you never have to worry about important context missing in customer conversations. You have a full, 360-degree view of customer interactions with your company—including payments—in one place. __ACH Processing__ HubSpot payments granted Gray’s first wish—accepting ACH payments. This enabled Gray to eliminate an additional 3% in fees he’d been paying through SamCart, a saving which he passed on to his customers. “We've had clients say, how can we set this up for ourselves?” he says. __Automated payments__ Gray also eliminated the tedious manual parts of invoicing, processing, and inputting customer payments. He says, “The ability to create that single payment link and accept ACH has made the process a lot simpler and more straightforward for us.” The links are easy to use and they help systematize the intake process. In fact, they’ve made it so straightforward that Gray has been able to train two people to take over most of the sales activities he used to do himself. “Giving them quick and easy access to payment links has been a big benefit. It’s made their lives a lot easier, and it’s freed me up to do more lead generation. I spend more time producing content, co-marketing, and creating more deal flow,” he says. __Frictionless workflows__ By allowing customers to make a payment without being redirected to a new web page, HubSpot payment links open up new opportunities for a smoother intake process. Gray and his team have harnessed them in an automated workflow that begins right inside a sales conversation: - They set up their standard introductory service, called ZenPilot’s Agency PM + Process Blueprint, as a product inside HubSpot payments with a description, terms, and price. - They created a link that they can embed in a sales deck or email. - A customer can click the link to sign up for services. Some customers sign up before the sales rep is finished walking them through the solution! - The link accepts the payment and triggers a workflow that automatically logs the payment in Sales Hub and starts a project for ZenPilot to implement in their project management system, ClickUp. - The customer is redirected to an intake form, and then to a meeting scheduler. With this, ZenPilot gets all the information they need to start the project, and the client gets the kickoff meeting booked within five minutes of clicking the signup link. “They don't have to wait for an invoice,” Gray says. “They can sign up really easily and then go straight to the intake form. They're already rolling, and we're rolling on our end.” One thing Gray appreciates about the flow is that it takes the customer through the process in a digestible way. He says, “You don't see the intake form until you've made the payment. So you don't have to worry about what's coming, you just get it one piece at a time.” The payment links have created a huge savings of time and energy for the team because they don’t have to chase the customer after the payment to gather intake info and schedule the kickoff call. By building their process around the payment link automation, Gray’s team has made their kickoffs more satisfying. “By incorporating the intake form into the flow, we have enough setup work done that we can show up at the kickoff with all of the project assets built out and ready to go,” he says. That streamlined intake has a big impact on the client experience. “The faster we can get them started, the better service we can deliver,” Gray says. “By the time they get on the kickoff call, they’ve already got real work done.” It’s also crucial to helping ZenPilot scale their services. “Allowing customers to sign up directly on the call is a big deal,” Gray says. “From our side, it lets us get back to revenue-generating activities faster.” ### Savings of over $15,000 per month HubSpot payments save ZenPilot significant time and money by delivering streamlined, intuitive workflows. Most notably, by enabling ACH payments and eliminating fees that they used to pay through SamCart, Gray’s team reduced their costs by about $250 per sale. That’s a staggering $15,000 each month. In addition, the automated processing saves his team about two working days per month that used to be dedicated to manual invoicing, processing, and inputting. Finally, by creating an easy payment process that his sales reps can manage during sales calls, Gray has freed himself up for more lead-generating activities. “Our lead volume has gone up by about 30% over last quarter,” he says. Table of Contents Table of Contents - [Struggling to scale a labor-intensive payment processing system](https://www.hubspot.com#struggling-to-scale-a-labor-intensive-payment-processing-system) - [An instant payment link that accepts ACH and connects to workflows](https://www.hubspot.com#an-instant-payment-link-that-accepts-ach-and-connects-to-workflows) - [Savings of over $15,000 per month](https://www.hubspot.com#savings-of-over-15000-per-month) > “Giving them quick and easy access to payment links has been a big benefit. It’s made their lives a lot easier, and it’s freed me up to do more lead generation. I spend more time producing content, co-marketing, and creating more deal flow,” he says Gray MacKenzie Founder ZenPilot   ### 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 -  ### Lean Discovery Group Increases Value of Deals Closed 1,784% With the Help of HubSpot Starter Customer Platform - Software & Technology - 1-25 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/lean-discovery-group) -  ### How Pingman Tools Turns Trial Users into Loyal Customers with HubSpot's Prospecting Agent - Software & Technology - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/pingman) -  ### How RevenueWell Books 40% More Meetings for Dental Practices with Prospecting Agent - Software & Technology - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/revenuewell) -  ### Marketing Smarter: Fullstack Leveraged HubSpot’s Meta Integration to Unlock Ad Efficiency - 1-25 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/fullstack-agency) -  ### How Middleby Corporation Gave Restaurants Faster Answers and Got 15 Hours Back Every Week with Customer Agent on HubSpot - 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