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Stop Losing Renewals.
Start Growing Revenue.

When your CRM and processes aren’t aligned, your SaaS growth suffers. Missed renewals, unqualified leads, and stalled trials aren’t just frustrating — they’re costly. We help SaaS companies like yours turn HubSpot from a messy database into a fully aligned revenue engine that powers predictable, scalable growth.

RevOps for SaaS

Solving the biggest HubSpot challenges for SaaS companies

Struggling with trial conversions, onboarding gaps, or renewal blind spots? You’re not alone. Our experts specialize in solving the critical RevOps challenges SaaS teams face every day:

  • Turning messy lead funnels into predictable pipelines

  • Creating seamless sales-to-customer success handoffs

  • Eliminating renewal guesswork with smart subscription tracking

  • Building HubSpot reporting you can finally trust

Schedule a Consultation

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Process Building

Before you automate, you need clarity. We help SaaS teams define, align, and document their full revenue process—from lead to renewal—then build scalable HubSpot workflows that actually stick.

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Custom Coded Actions

Say Goodbye to Workarounds. Say Hello to Custom Power. We extend HubSpot’s native capabilities with code that does exactly what you need—from intelligent routing to multi-stage automation.

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Education
Custom Integrations

HubSpot + [Your Stack] = Operational Clarity - Disconnected tools are slowing teams down. We connect your CRM to finance, ERP, billing, and other key systems—so every team sees the same data.

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Overcoming
Your SaaS CRM Challenges

We get it—SaaS businesses battle real issues every day. Our expert RevOps solutions are designed to address those problems head-on, ensuring your teams operate efficiently. Whether you struggle with ineffective lead qualification, stalled trial conversions, inaccurate reporting, or a lack of billing visibility, we ensure that your CRM works for you, not against you.

SaaS Sales and Pipeline Management
  • Stop wasting time on bad leads. Create structured deal flows that predict revenue accurately.
  • Eliminate pipeline bloat, automate lead assignments, and focus reps on deals that actually convert.

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Onboarding and Customer Success
  • Eliminate handoff chaos. Automate onboarding to drive faster time-to-value.
  • We build smooth customer success workflows so you never lose momentum after the deal is signed.

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Subscription Management and Renewal Management
  • Never miss a renewal again. Automate retention workflows and forecast recurring revenue.
  • We ensure your subscription management tool is fully configured to work with your entire tech stack, so your customer, billing, and product data stay consistent.
  • We also integrate your billing data and automate renewal alerts so you stay ahead of the churn.

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RevOps and SaaS Reporting
  • Know your numbers—without the guesswork.
  • We build SaaS reporting views that cut through the data chaos and surface what matters. 
  • With a HubSpot setup designed to show you exactly how your business is performing, you'll move from confusion to clarity. 

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Commission Management
  • We can help you create an accurate, transparent commission system that scales with your team. 
  • Track complex comp plans, multi-rep deals, and payout schedules—all within your CRM.

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Integrations to ERP/Finance Tools
  • We help bridge the gap between sales and finance by connecting HubSpot with your ERP and billing systems so every department operates on the same data.
  • Integrating HubSpot with your financial tools reduces duplicate entry and improves reporting accuracy.

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Case Studies

Case Studies

Curious if these solutions can work for you? Explore case studies that showcase real SaaS companies transforming their operations—from building scalable sales processes to integrating complex tech stacks for clearer insights. Learn how others have turned their CRM frustrations into measurable results.

  • Lead Management
  • Pipeline Management
  • HubSpot <> Maxio
  • Commission Suite
  • Pipeline Automation

From chaos to clarity.

  • The Problem: A fast-growing SaaS client was struggling to track where leads were in their buying journey. Without clear lifecycle stages or lead scoring, reps were missing opportunities—or stepping on each other’s toes.
  • The Solution: We implemented HubSpot’s Lead Object and built a custom framework for Lifecycle and Lead Stages tailored to their sales model. We layered in lead scoring criteria, timestamp properties, and service-level agreements for lead handoffs between Marketing and Sales.
  • The Result: A fully visible, tightly managed lead funnel. Sales now knows exactly where each contact stands, who owns the next step, and when to act, resulting in faster follow-up and fewer dropped leads. From disconnected touchpoints to full-funnel lead visibility.
Want Better Visibility into Your Leads?

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Lead Management

No more pipeline bloat.

  • The Problem: A SaaS sales team was overwhelmed by pipeline bloat and inconsistent forecasts. Stages were unclear, deals stalled, and leadership lacked confidence in the numbers.

  • The Solution: We rebuilt their entire pipeline structure in HubSpot. This included clearly defined entry and exit criteria, weighted deal probabilities, and forecast categories aligned with real rep behavior, not wishful thinking.

  • The Result: A clean, accurate pipeline that reflects reality. Forecasts became actionable, dashboards made sense, and leadership finally had the visibility they needed to plan with confidence. From cluttered pipelines to confident forecasting.
Need Help Cleaning Up Your Pipeline?

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Custom subscription management.

  • The Problem: An LMS provider lacked an automated handoff between their proprietary subscription portal, HubSpot, and finance systems. This led to major data gaps, inconsistent billing information, and confusion between Sales and Finance during renewals and expansions.
  • The Solution: We integrated their subscription management tool with HubSpot and Maxio, using the Maxio <> HubSpot integration and custom line item mapping to sync key financial data.
  • The Result: A connected tech stack with consistent subscription data across platforms. Sales and Finance now operate with shared visibility, reducing manual work, preventing errors, and improving the customer experience from initial sale through renewal.
Let’s Talk HubSpot

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HSMaxio

No more spreadsheets, just precision.

  • The Problem: A SaaS client with a growing sales and consulting team struggled to track commissions. Multiple team members were involved in deals, each with different comp plans and payout structures. Manual tracking was error-prone and time-consuming.
  • The Solution: We built a custom commission tracking suite inside HubSpot—complete with multi-user attribution, custom comp plans, tiered revenue structures, and live status tracking tied to client payments and subscription activity.
  • The Result: Commission management became seamless and scalable. Leadership gained clarity, reps gained trust, and the finance team stopped chasing spreadsheets. From compensation confusion to complete transparency.
Ready to Build your Own Custom Commission System?

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Lead Summary

Cross pipeline automation.

  • The Problem: A SaaS client needed to manage subscription deals across multiple pipelines, but HubSpot doesn’t support cross-pipeline automation out of the box. Their team struggled with visibility, coordination, and reporting between deal types.
  • The Solution: We built a custom web app that extended HubSpot’s native functionality, enabling operations across pipelines. This tool allowed seamless movement of deals, automated updates, and full tracking across stages that previously weren’t connected.
  • The Result: A scalable, centralized subscription pipeline that worked around HubSpot’s limitations—empowering the team with clean reporting, better automation, and control over the full subscription lifecycle. From platform limitations to full subscription control.
Looking to Expand What HubSpot Can Do?

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Pipeline automation
aampe
AIRMDR
Wevo
Coreview
Delivery Solutions
Entitle
Intapp
Koble
Land Gorilla
Prosper Ops
Torsh
Totara
Revalize
Clutch
PDQ
Supplier
Redteam
Wynne
MarketerHire
OneDay
Onramp
Torsh
Totara
HubSpot Certified

See what our SaaS customers have to say

The Pros are a Platinum HubSpot Solutions Partner, and our team of experts have earned 4 HubSpot accreditations and over 30 certifications.

Learn More About Our HubSpot Credentials

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Cristina Leonetti
Cristina Leonetti - Coreview
Marketing Operations Manager

"We partnered with PPC for our migration from Marketo, and their expertise made the entire process seamless. From the very beginning, they demonstrated deep knowledge of both platforms, ensuring every detail of the migration was executed flawlessly."

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Randa McMinn - AmpUp
CMO

"From the beginning, their team demonstrated an impressive ability to listen, understand our pain points, and craft a plan tailored to our goals. They didn’t just fix what was broken—they reimagined how HubSpot could work for us. 

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Mark Detrow
Mark Detrow - Aampe
Regional Director

"We partnered with Process Pro to build out our sales and marketing functions within HubSpot, and I honestly don’t know what we would have done without them. We couldn’t have asked for a better experience."

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Brett Hogan - Supplier.io
Director, Revenue Operations

"They have been a strong partner, able to understand complex requirements and build accordingly. I, and the rest of the organization, are supremely grateful for their help and support and I hope to work with them again soon."

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G2 Reviews

Don’t take our word for it, read our 5-star customer testimonials.

Read our Reviews

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HubSpot Reviews

We’re proud to boast a 5-star rating as a HubSpot Solutions Partner.

Read our Reviews

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