Quote, bill, and collect — all through HubSpot.

Your CRM already knows your customers. Now it handles your revenue, too.

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Spring 2026 Most Implementable
Spring 2026 best relationship
USE CASES

Go from quote to cash faster. Grow revenue. Align every agent and team.

15

minutes quote to signature

3x

deal conversion rate

Create quotes with prompts, not spreadsheets.

Reps build quotes using simple chat prompts without leaving their workflow. HubSpot’s AI crafts the quote, approvals, and rules, using complete customer context, so every quote they send is the right one, not just a fast one.

Build personalized quotes fast with AI prompts and a visual editor

Customers review, sign, and pay in one place

Closing agent answers customer questions 24/7

Signed quotes flow straight into contracts and billing

20

invoicing hours saved per month

50%

reporting time saved

Keep billing up to date for every agent and rep.

When a quote is accepted, billing kicks off automatically. No manual invoice creation, no handoffs. Every contract record, change, and renewal lives in HubSpot, so your agents and reps get the same clean revenue data.

Bill accurately through every mid-contract change

Reps renew and upsell from full contract history

Build real-time revenue reports with complete data

155

payment admin hours saved

25%

faster time to close using payments

Let payments collect themselves.

Once a deal closes, payments flow back to your CRM. Breeze prioritizes who's overdue, reaches out on your team's behalf, and handles follow-up, so your reps focus on the conversations that actually need them.

Collect using HubSpot payments via card, ACH, and more

Revenue agent (coming soon to beta) chases overdue invoices

Customers can pay via customer agent or billing portal

Payment status stays current in HubSpot and integrated tools

BENEFITS

Built for every revenue team

Sales closes faster. Customer success catches renewals and spots upsells earlier. Finance closes the month with consistent revenue data. RevOps runs one system, not many.

Go from quote to close, faster.

Reps can build quotes with simple chat prompts without leaving their workflow — so they spend their time selling, not configuring. The faster sales can send quotes, the faster the deals can close.

Catch every renewal and expansion signal.

Most expansion opportunities don't announce themselves. They hide in billing history, contract changes, and renewal dates.

Revenue Hub surfaces them automatically. Sales and Customer Success see billing history, future commits, and payment status without leaving the CRM — so they start renewal conversations from opportunity, not catch-up.

One revenue number. Every team.

Finance closes the month from the same revenue truth as sales. RevOps replaces a web of integrations with one connected revenue system. And you can let your team can even access HubSpot's revenue data from their favorite AI tools via MCP and APIs to create collections dashboards, reconciliation reports, and more.

Real challenges. Real teams. Real revenue results.

Workleap Logo

"Now the quote can speak for itself. Having accurate billing information flow straight through to invoicing, subscription activation, and renewals is huge for us — and customers know exactly what they’re getting upfront."

Donavyn Mendonça

Manager, Revenue Systems, Workleap

15

minutes from quote to signature

10%

of manager's time saved

Acumen medical communications

“What we’ve built is the ability to walk away and trust that what we’ve set up will do what it’s supposed to do automatically. Before, everything was manual. Now we can focus on sales and customer success instead of chasing invoices.”

Alli Trenor

Solutions Specialist, Acumen

20+

admin hours saved per month

0

missed renewals

apps without code logo

“HubSpot payments saves so much time, especially if you have a complex system with different service lines. I would tell anyone to move to HubSpot payments.”

Angela Florez

Marketing Director, Apps Without Code

5

tools eliminated

10+

hours saved per month

FEATURES

All the revenue tools. None of the switching.

Run revenue in one place.

See how Revenue Hub turns quote-to-cash into one connected process — so your team spends less time reconciling, and more time growing.