Logo - Full (Color) [Skip to content](https://www.hubspot.com#global-nav-main-content) - English Select a language - [日本語](https://www.hubspot.com) - [Deutsch](https://www.hubspot.com) - [English](https://www.hubspot.com) - [Español](https://www.hubspot.com) - [Português](https://www.hubspot.com) - [Français](https://www.hubspot.com) - High Contrast - [Customer Support](https://help.hubspot.com) - [Contact Sales](https://offers.hubspot.com/contact-sales) - Close Search - [Log in](https://app.hubspot.com/login) - 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) 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) [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) - ### Agent Hub Your central home for building and managing AI agents across the platform [Learn more](https://www.hubspot.com/products/artificial-intelligence) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter) - ### 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 - [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) - ## 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) - [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) - [ \ __Agent Hub__ \ Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter) - [ \ __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 - [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) - ## 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) - [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](https://www.hubspot.com) - [Deutsch](https://www.hubspot.com) - [English](https://www.hubspot.com) - [Español](https://www.hubspot.com) - [Português](https://www.hubspot.com) - [Français](https://www.hubspot.com) - 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) - Instrumental Group  # Instrumental Group created a seamless, scalable billing process with HubSpot payments Marketing & Advertising Mid-Market  - 155 hours saved on payments administration per year - $295K+ Billed for agency services so far - $30K+ Billed for SaaS subscriptions for far Use Cases - Full CRM - Solutions Partners Products - [Marketing Hub](https://www.hubspot.com/products/marketing) - [Sales Hub](https://www.hubspot.com/products/sales) - [Content Hub](https://www.hubspot.com/products/content) - [Data Hub](https://www.hubspot.com/products/operations) - [Revenue Hub](https://www.hubspot.com/pricing/commerce) ### Story Overview Instrumental Group was struggling with manual processes to bill for ad-hoc services and manage subscriptions. With simple links from HubSpot payments, they reduced accounting labor, refined their marketing strategy, and elevated customer experience. ### About Company Instrumental Group is an Elite HubSpot partner. Their comprehensive inbound marketing solutions and specialized apps help businesses in North and Latin America leverage HubSpot solutions to scale.  ### Innovating the way they serve Instrumental Group is a certified international agency that helps companies scale by leveraging the full benefits of HubSpot. With head offices in Colorado and Mexico, they deliver comprehensive inbound marketing, technical implementation, and integration services to businesses throughout the Americas. Over the years, Instrumental Group’s business model evolved. What started as a service building out strategic HubSpot implementations grew to offering more customized, ad-hoc projects. They also developed specialized apps to integrate with their client’s overall customer-managed relationship (CMR) strategy. Both of these changes turned their billing process into something convoluted and highly manual. Amanda Althaus, Chief Technology Officer, had a mandate to find a simpler way for Instrumental Group to serve their customers’ diverse needs. Amanda says, “We did not have a good way to collect fees for our built-for-HubSpot apps. And the process of quoting for ad-hoc projects took much longer than it should have. For simple services that were purchased frequently, the administrative burden was too great, so we ended up doing a lot of work for free.” ### Managing subscriptions manually With their old billing system’s lack of automations, Instrumental Group struggled to scale their apps. Amanda says, “We were using one of the add-ons for Shopify that helps you manage recurring subscriptions. But it was a really kludgy process. There wasn’t a very good integration with HubSpot, and it didn’t make for a great user experience.” The lack of data shared between the subscriptions app and HubSpot meant it was challenging for Instrumental Group to see when someone had signed up for a new subscription, and that slowed down the process to activate new accounts. Amanda says, “It was very manual, and obviously, not sustainable or scalable. Billing was taking away time and attention that we needed for more important things.” ### Creating ad-hoc quotes by hand Meanwhile on the agency side, clients were increasingly requesting small, add-on tasks, and the accounting team was struggling to manage the quoting and billing. PandaDoc had always been used for quoting their core services, but it proved too labor-intensive for ad-hoc tasks. Amanda says, “Those small quotes took as much time to create as our big projects. They weren’t easy to generate, and that became a huge administrative hurdle for our technical teams. When a client wanted to expand the existing scope of work, it was often easier to just do the work for free.” ### Refining the process with HubSpot payments When Instrumental Group heard about [HubSpot payments](https://www.hubspot.com/products/payments), an end-to-end solution designed to deliver a more connected buyer experience, they knew it could help relieve their billing challenges. Amanda says, “We jumped at the chance to participate in the alpha release. Knowing that it would be natively powered with our HubSpot CRM made it a no-brainer.” The agency was already implementing [Marketing Hub](https://www.hubspot.com/products/marketing), [Sales Hub](https://www.hubspot.com/products/sales), [CMS Hub](https://www.hubspot.com/products/CMS), and [Operations Hub](https://www.hubspot.com/products/operations). As a HubSpot partner, the agency is actively engaged with HubSpot’s product roadmaps. “We try to stay on the cutting edge of HubSpot’s technology. We want our clients to feel at ease, knowing we’re on top of it so they don’t have to be.” ### Effortless billing for diverse offerings After implementing HubSpot payments, Instrumental Group’s admin teams could feel the difference almost immediately. Amanda says, “It gave us the ability to quickly and efficiently capture payment on transactional services. Now, we spend less time quoting and chasing down small sums of money. We collect payments sooner and with less effort, and our accounting team is really grateful.” By leveraging [HubSpot Quotes](https://www.hubspot.com/products/sales/quotes) alongside the payments tool, Amanda’s team turned over two hundred one-off quotes per year into a pre-set sales process.  Now, if a client requests add-on services, Instrumental Group’s account managers can send them a templated quote with a preset payment link to purchase a block of either 10 or 20 hours of support. “It’s made a significant difference in the amount of time we spend putting together custom scopes of work. It even increased revenue by reducing the amount of work we’re doing for free.” The team behind Instrumental Group’s SaaS product line also leveraged payments. By building a recurring payments link, they created a seamless and natively connected process for processing subscription payments and activating new accounts. ### More growth and better service In addition to streamlining billing, HubSpot payments also helped Instrumental Group develop a more customer-friendly service model. Amanda says, “The support block concept has been incredibly beneficial to our growth. We’re getting paid for work we previously would have done for free, and the smaller offering lowers the barrier to entry for clients who might not be ready to sign a 12-month retainer. The whole idea developed because we had access to those payment links.” New clients can easily test the waters with a small project to see if Instrumental Group is a good fit. And existing customers can add items to their projects without a lot of hassle. “We find that as clients get acquainted with their new HubSpot build, they start to ask us, ‘Hey, is it possible to do this or that?’ Instead of telling them that we have to wait until their current project is complete, we can easily use some hours from a support block. It helps us deliver a better client experience.” ### Evolving the business strategy The next step for Instrumental Group’s support block strategy involves defining the scope of these blank-slate commitments. “We’re innovating our process even further,” Amanda says. “We’re using HubSpot Quotes to formalize our addendum process. We’ve found that when the scope of a support block isn’t well-defined, it can be a real challenge for our project managers.” The new tool will help administrative teams get clients’ sign-off efficiently, helping manage expectations and keep projects moving forward. ### Seamlessly connected marketing Having their payments natively with HubSpot’s commerce-powered CRM, Instrumental Group is able to personalize content and deliver an outstanding customer journey. Users of their paid app receive nurture emails to convert them to the paid version. Amanda says, “We also have workflows that send out an NPS survey or review request when someone has purchased a subscription, and that feedback shapes product development. Next, we’re building sequences to cross-sell services to our app customers, and the app to our service clients. It’s an incredibly beneficial opportunity.” ### A client-friendly system that’s ready for growth With HubSpot payments, Instrumental Group turned their disparate and frustrating billing processes into a smooth system that makes things easier for clients and internal teams alike. Now, they use payment links and Buy Now buttons to bill for standardized blocks of support hours and easily manage their app subscriptions.  Amanda says, “The biggest difference is the time we’re saving on putting together a quote, getting the customer to sign off, and getting started on a project. And we’re doing less free work. Plus, on the product side, having all of the subscription and payment data inside HubSpot is really beneficial for marketing sequences.” The accounting and technical service teams are both being freed to develop more valuable initiatives to grow the business. Amanda says, “Compared to creating those small quotes in PandaDoc, we estimate we’re saving 45 minutes per quote, and that has added up to about 155 hours in the last 365 days.” To other companies struggling with manual or disconnected billing systems, Amanda highly recommends HubSpot payments. “I’ve recommended it several times. It improved the buying experience for our customers. And with everything right in HubSpot, you’ve got a single pane of glass. That visibility into what that customer has done is just amazing from a reporting standpoint and for understanding how people are engaging with your company.” Table of Contents Table of Contents - [Innovating the way they serve](https://www.hubspot.com#innovating-the-way-they-serve) - [Managing subscriptions manually](https://www.hubspot.com#managing-subscriptions-manually) - [Creating ad-hoc quotes by hand](https://www.hubspot.com#creating-ad-hoc-quotes-by-hand) - [Refining the process with HubSpot payments](https://www.hubspot.com#refining-the-process-with-hubspot-payments) - [Effortless billing for diverse offerings](https://www.hubspot.com#effortless-billing-for-diverse-offerings) - [More growth and better service](https://www.hubspot.com#more-growth-and-better-service) - [Evolving the business strategy](https://www.hubspot.com#evolving-the-business-strategy) - [Seamlessly connected marketing](https://www.hubspot.com#seamlessly-connected-marketing) - [A client-friendly system that’s ready for growth](https://www.hubspot.com#a-client-friendly-system-thats-ready-for-growth)  > We’ve implemented HubSpot payments in just about every way possible. In addition to streamlining our billing and driving growth, we’re able to support our clients with firsthand experience of the tool. Amanda Althaus Chief Technology Officer [Instrumental Group](https://www.instrumental.net/) [](https://www.instrumental.net/)  ### 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 -  ### Media Garcia closes 3X more deals with Commerce Hub - Marketing & Advertising - Mid-Market - United States * * * [Read more](https://www.hubspot.com/case-studies/media-garcia-commerce-hub) -  ### Loop & Tie Increases User Acquisition by 51% With the Twilio Segment App for HubSpot - Marketing & Advertising - Mid-Market - United States * * * [Read more](https://www.hubspot.com/case-studies/loop-and-tie) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/eventus) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union) -  ### How Panoramic Doors Gives Every Homeowner Expert Answers at the First Click with HubSpot's Customer Agent - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/panoramic-doors-customer-agent) -  ### Marketing Smarter: Fullstack Leveraged HubSpot’s Meta Integration to Unlock Ad Efficiency - Marketing & Advertising - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/fullstack-agency) -  ### Garrett Metal Detectors accelerates the deal cycle and keeps communities safer with Sales Hub - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/garrett-metal-detectors) -  ### HR Connect halves time spent on building lists and sending emails, converting customers 25% faster - Mid-Market - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/hr-connect) -  ### Caxton increases web traffic by 65% with HubSpot - Mid-Market - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/caxton-payments) -  ### Media Garcia closes 3X more deals with Commerce Hub - Marketing & Advertising - Mid-Market - United States * * * [Read more](https://www.hubspot.com/case-studies/media-garcia-commerce-hub) -  ### Loop & Tie Increases User Acquisition by 51% With the Twilio Segment App for HubSpot - Marketing & Advertising - Mid-Market - United States * * * [Read more](https://www.hubspot.com/case-studies/loop-and-tie) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/eventus) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union) -  ### How Panoramic Doors Gives Every Homeowner Expert Answers at the First Click with HubSpot's Customer Agent - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/panoramic-doors-customer-agent) -  ### Marketing Smarter: Fullstack Leveraged HubSpot’s Meta Integration to Unlock Ad Efficiency - Marketing & Advertising - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/fullstack-agency) -  ### Garrett Metal Detectors accelerates the deal cycle and keeps communities safer with Sales Hub - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/garrett-metal-detectors) -  ### HR Connect halves time spent on building lists and sending emails, converting customers 25% faster - Mid-Market - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/hr-connect) -  ### Caxton increases web traffic by 65% with HubSpot - Mid-Market - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/caxton-payments) -  ### Media Garcia closes 3X more deals with Commerce Hub - Marketing & Advertising - Mid-Market - United States * * * [Read more](https://www.hubspot.com/case-studies/media-garcia-commerce-hub) -  ### Loop & Tie Increases User Acquisition by 51% With the Twilio Segment App for HubSpot - Marketing & Advertising - Mid-Market - United States * * * [Read more](https://www.hubspot.com/case-studies/loop-and-tie) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/eventus) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union) -  ### How Panoramic Doors Gives Every Homeowner Expert Answers at the First Click with HubSpot's Customer Agent - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/panoramic-doors-customer-agent) -  ### Marketing Smarter: Fullstack Leveraged HubSpot’s Meta Integration to Unlock Ad Efficiency - Marketing & Advertising - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/fullstack-agency) -  ### Garrett Metal Detectors accelerates the deal cycle and keeps communities safer with Sales Hub - Mid-Market - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/garrett-metal-detectors) -  ### HR Connect halves time spent on building lists and sending emails, converting customers 25% faster - Mid-Market - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/hr-connect) -  ### Caxton increases web traffic by 65% with HubSpot - Mid-Market - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/caxton-payments) [See all case studies](https://www.hubspot.com/case-studies/directory) [Back to top](#) Back Close ## Popular Features - [All Products and Features All Products and Features](https://www.hubspot.com/products) - [HubSpot AEO HubSpot AEO](https://www.hubspot.com/products/aeo) - [Free Meeting Scheduler App Free Meeting Scheduler App](https://www.hubspot.com/products/sales/schedule-meeting) - [Email Tracking Software Email Tracking Software](https://www.hubspot.com/products/sales/email-tracking) - [AI Content Writer AI Content Writer](https://www.hubspot.com/products/cms/ai-content-writer) - [AI Website Generator AI Website Generator](https://www.hubspot.com/products/cms/ai-website-generator) - [Email Marketing Software Email Marketing Software](https://www.hubspot.com/products/marketing/email) - [Lead Management Software Lead Management Software](https://www.hubspot.com/products/crm/lead-management) - [AI Prospecting Agent AI Prospecting Agent](https://www.hubspot.com/products/sales/ai-prospecting-agent) - [Free Website Builder Free Website Builder](https://www.hubspot.com/products/cms/drag-and-drop-website-builder) - [Free Landing Page Builder Free Landing Page Builder](https://www.hubspot.com/products/marketing/landing-pages) - [Free Online Form Builder Free Online Form Builder](https://www.hubspot.com/products/marketing/forms) - [Free Chatbot Builder Free Chatbot Builder](https://www.hubspot.com/products/crm/chatbot-builder) - [Free Live Chat Software Free Live Chat Software](https://www.hubspot.com/products/crm/live-chat) - [Marketing Analytics Marketing Analytics](https://www.hubspot.com/products/marketing/analytics) - [Breeze Assistant Breeze Assistant](https://www.hubspot.com/products/artificial-intelligence/breeze-ai-assistant) - [Free Web Hosting Free Web Hosting](https://www.hubspot.com/products/cms/web-hosting) ## Free Tools - [See All Free Business Tools See All Free Business Tools](https://www.hubspot.com/free-business-tools) - [AEO Grader opens in a new tab AEO Grader](https://www.hubspot.com/aeo-grader) - [AI Search Sensor opens in a new tab AI Search Sensor](https://www.hubspot.com/aeo-sensor) - [Make My Persona opens in a new tab Make My Persona](https://www.hubspot.com/make-my-persona) - [Email Signature Generator Email Signature Generator](https://www.hubspot.com/email-signature-generator) - [Free Business Templates Free Business Templates](https://www.hubspot.com/resources/templates) - [Software Comparisons Library Software Comparisons Library](https://www.hubspot.com/comparisons) - [Website Templates Website Templates](https://ecosystem.hubspot.com/marketplace/website) - [Connector for Claude Connector for Claude](https://www.hubspot.com/claude) ## Company - [About Us About Us](https://www.hubspot.com/our-story) - [Careers Careers](https://www.hubspot.com/careers) - [Management Team Management Team](https://www.hubspot.com/company/management) - [Board of Directors Board of Directors](https://www.hubspot.com/company/board-of-directors) - [Investor Relations opens in a new tab Investor Relations](https://ir.hubspot.com/) - [Blog opens in a new tab Blog](https://blog.hubspot.com) - [Sustainability Sustainability](https://www.hubspot.com/sustainability) - [AI Instructions AI Instructions](https://www.hubspot.com/ai-instructions) - [Contact Us Contact Us](https://www.hubspot.com/company/contact) ## Customers - [Customer Support opens in a new tab Customer Support](https://help.hubspot.com/) - [Join a Local User Group Join a Local User Group](https://www.hubspot.com/hubspot-user-groups) ## Partners - [All Partner Programs All Partner Programs](https://www.hubspot.com/partners) - [Solutions Partner Program Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program Technology Partner Program](https://www.hubspot.com/partners/app) - [HubSpot for Startups opens in a new tab HubSpot for Startups](https://www.hubspot.com/startups/partners) - [Affiliate Program Affiliate Program](https://www.hubspot.com/partners/affiliates) - [Facebook](https://www.facebook.com/hubspot) - [Instagram](https://www.instagram.com/hubspot/) - [Youtube](https://youtube.com/user/HubSpot) - [Twitter](https://x.com/HubSpot) - [Linkedin](https://www.linkedin.com/company/hubspot) - [Reddit](https://www.reddit.com/r/hubspot) - [Tiktok](https://www.tiktok.com/@hubspot) [](https://apps.apple.com/us/app/hubspot/id1107711722) [](https://play.google.com/store/apps/details?id=com.hubspot.android&hl=en_US) [](https://www.hubspot.com) Copyright © 2026 HubSpot, Inc. - [Legal Center](https://legal.hubspot.com/legal-center) - [Privacy Policy](https://legal.hubspot.com/privacy-policy) - [Security](https://legal.hubspot.com/security) - [Website Accessibility](https://legal.hubspot.com/website-accessibility) - [Manage Cookies](https://www.hubspot.com)