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Your sales team closes subscriptions, then customer success keeps each account active through to renewal.
We sync subscription status, payment history and product usage into HubSpot. Accounts at risk are flagged and routed to customer success before they cancel.
Most SaaS companies have invested heavily in acquisition, marketing automation, lead scoring, SDR workflows. The top of the funnel is optimised. But once a deal closes, the customer enters a different world: a billing platform that doesn’t talk to the CRM, a customer success team working from memory, and no automated system to detect churn risk before it’s too late.
Revenue recognition lives in Stripe or Chargebee. Usage data lives in the product. Customer health scores don’t exist, or they’re a spreadsheet someone updates monthly. So when a customer cancels, it’s a surprise. And when the board asks for net revenue retention, the finance team spends a week assembling the answer from three different systems.
If your CRM can tell you who signed up but not who’s about to leave, you’re measuring the wrong half of the business.
We build the GTM system that connects your entire customer lifecycle, from first touch through trial, close, onboarding, renewal, and expansion. HubSpot becomes the single commercial layer across your billing platform, product analytics, and customer success operations. One system of record for the full revenue picture.
Deal pipeline stages built for SaaS, trial, demo, proposal, close, onboarding, renewal. Weighted MRR/ARR forecasting by stage. Expansion and upsell opportunities tracked alongside new business so the full revenue picture is visible in one view.
Bi-directional sync between HubSpot and Stripe, Chargebee, or your billing platform. Subscription status, MRR, churn date, and payment history flow into the CRM automatically. No more reconciling revenue across three systems.
Automated health scoring based on product usage, support ticket volume, billing status, and engagement signals. At-risk accounts flagged and routed to customer success before they cancel. Renewal workflows triggered at the right time with the right context.
MRR, ARR, and churn visible in your CRM in real time.
At-risk customers flagged before they cancel, not after.
Acquisition and retention measured as one connected system.
Growth you can forecast. Revenue you can keep.
The Customer Retention Engine is where most SaaS companies see the biggest impact, automated health scoring, churn detection, and renewal workflows that protect recurring revenue. It connects directly to your billing platform so subscription status and revenue data are always current in the CRM.
On the acquisition side, the Lead-to-Pipeline Engine connects your marketing spend to pipeline creation. Trial signups, demo requests, and content conversions all flow into a scored pipeline so your sales team works the highest-intent prospects first. Acquisition and retention, measured in one system.