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Industry · Software & Tech

RevOps for SaaS & software

Recurring revenue, a trial-to-paid funnel and churn you see too late. We make MRR, expansion and retention visible in a HubSpot where sales, CS and product share the same customer view.

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Software and SaaS
50%
lower cost per lead (Insocial)
70%
of the B2B buying journey is digital before first contact
5+ yrs
HubSpot Platinum Partner
Sound familiar?
The bottlenecks that keep coming up in software & SaaS

Recurring revenue is fragmented

MRR and ARR sit in separate tools and spreadsheets. A reliable overall picture is missing.

Trial-to-paid is a black box

You cannot see where prospects drop out of the funnel, so you steer on gut feel.

You see churn too late

Cancellations come as a surprise. Signals are scattered and nobody steps in on time.

Sales, CS and product do not share one view

Every team has its own data, so the customer falls between the cracks.

Software bottlenecks
What RevOps solves here
From separate tools to a revenue engine you can steer

Not another CRM, but control over new business, expansion and retention. Specifically:

New business

  • PLG and sales funnel in one pipeline
  • Trial-to-paid visible and measurable
  • Lead scoring on product and behavioural data

Expansion

  • Upsell and cross-sell signals automatically
  • MRR and ARR visible in real time
  • Account growth followed up in a structured way

Retention & CS

  • Health scores and churn signals
  • Proactive follow-up from Service Hub
  • One customer view for sales, CS and product
How we set it up
Concrete in HubSpot, not in theory

The setup that fits recurring revenue and a product-led funnel.

01

MRR and ARR reporting

Recurring revenue visible in real time, instead of in separate spreadsheets.

02

Trial and PLG tracking

Product and behavioural data in HubSpot, so you see where prospects drop out.

03

Churn signals & health scores

Early signals that let CS step in on time, before a customer cancels.

04

One data model for sales, CS & product

All teams on the same customer view, from first trial to renewal.

Proof
We already do this, in software & tech

Real cases from the sector. Every project delivered by a HubSpot-accredited team.

Saysimple

Saysimple

Smooth migration from Salesforce to HubSpot.

Lees de case
Insocial

Insocial

Cost per lead 50% lower with Google Ads.

Lees de case
Visma Raet

Visma | Raet

A new website to match a fresh brand identity.

Lees de case
Moving to HubSpot has not only given us more overview, but also genuine connection between teams.
Joey Drieskens · Saysimple
Frequently asked questions

Frequently asked questions about HubSpot for software and SaaS

The questions SaaS and IT companies ask us most often.

Does HubSpot work for SaaS with recurring revenue?

Yes. We make MRR and ARR visible and set up pipelines for new business, expansion and retention.

Can we measure our trial-to-paid funnel?

Yes. We bring product and behavioural data into HubSpot, so you see where prospects drop out and where you can steer.

How do you help us reduce churn?

With health scores and early churn signals in Service Hub, so CS steps in before a customer cancels.

Can you migrate us from Salesforce or another CRM?

Yes. Among other projects, we handled the migration from Salesforce to HubSpot for Saysimple, keeping data and processes intact.

Will sales, CS and product share the same customer view?

Yes. We build a data model in which all teams work on the same customer and revenue data.

Independently assessed by HubSpot
Verified. Not claimed.

Our way of working has been reviewed and accredited by HubSpot itself. A hallmark on onboarding, platform and content, not a marketing promise.

HubSpot Platinum Solutions Partner
Platinum Solutions Partner
5+ years
Partner tier based on proven client results and managed HubSpot revenue.
HubSpot Onboarding Accredited
Onboarding Accredited
Accredited
A proven approach to getting organisations live on HubSpot.
HubSpot CRM Implementation Accredited
CRM Implementation
Accredited
Verified CRM build: data model, migration and processes.
HubSpot Content Hub Accredited
Content Hub
Accredited
Verified expertise in content and CMS setup on HubSpot.

Ready to run your commercial engine on AI?

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