Revenue Hub
Quotes, CPQ, invoicing, subscriptions and payments, built so the number in the CRM is the number finance sees. Quote to cash without the spreadsheet in the middle.
Quotes and CPQ
Priced off a product library with the discount rules written down, approved by the person meant to approve it, signed in the same place.
Invoicing
Invoices raised from the deal rather than retyped into another system, with the reminders going out without anyone chasing them.
Subscriptions and billing
Recurring billing, upgrades, downgrades and the mid-term change that is where most billing set-ups start to drift.
Payments
Payment links and checkout against the record. HubSpot Payments is US only and Stripe covers the rest, which is a decision worth making early.
Revenue reporting
Recurring revenue, collections and a forecast reading from billing data rather than from a stage somebody forgot to move.
The AI layer
Breeze drafting the quote and chasing the invoice. Useful once the rules underneath are right, and a faster way to be wrong before that.
Inbox Storage
Inbox Storage had already built a tool that prices a storage enquiry to the square metre, and every quote it produced stopped in a database. We mapped their lead to cash process and guided the team through a Revenue Hub implementation that carries the quote into HubSpot and on to an invoice and a contract. The hundreds of hours a month that gave back went into a new market, and into growth the team had never seen before.
Read the storyWhat we do in Revenue Hub
Map quote to cash end to end
Every step from a price on a quote to money in the bank, with the owner and the system named at each one. Most of the savings are found here.
See the work →Implement Revenue Hub
Products, quotes, approvals, billing and payments, wired to the accounting system you already run rather than replacing it.
See the work →Design the quote and approval flow
What a rep can discount without asking, what needs a signature, and what the system should refuse outright.
See the work →Reconcile CRM revenue with finance
One definition of booked, billed and collected, so the CRM number and the ledger stop being two different conversations.
See the work →