HubSpot Revenue Hub Implementation

What companies come to me with

Quotes from three sources

Prices are in a spreadsheet, discounts are in emails, and every rep has their own quote template.

Invoices in another system

After signature, customer details go to accounting by email, and HubSpot doesn’t show whether an invoice was issued.

Payments checked at the bank

Reps don’t know whether the customer paid, and someone has to remember every subscription renewal.

What I set up in Revenue Hub scope set in the workshop

Products

One price list

A product library with prices, currencies and discounts that every quote draws from.

Quotes

Quotes straight from the deal

An on-brand quote template, approval for discounts above an agreed threshold, and e-signature.

Invoices

An invoice from the won deal

An integration with your invoicing tool creates the invoice from deal data, and the payment status flows back to HubSpot.

Payments

Payments on the customer record

Payment links and card payments through Stripe, with confirmation visible on the deal.

Stripe integration

Subscriptions

Renewals nobody has to remember

Subscription schedules, renewals, plan changes and retries for failed payments.

Reports

A revenue report

Recurring revenue and the status of invoices and payments in one report for leadership.

How the implementation works

1
Free consultation30 minutes
You tell me where quotes and invoices are created today and who keeps track of payments. I tell you which parts HubSpot can run.
2
Pre-implementation workshop1.5-2 hour sessions
We walk the path from quote to cash: who prepares the quote, who approves discounts, where the invoice is created. The split between HubSpot and your invoicing tool, plus a license recommendation, goes into the implementation document.
3
Setup and dataPer the document
I set up the product library, quote templates and discount rules, then connect HubSpot to your invoicing and payment systems. The integration starts from a cutoff date, so old invoices don’t get pulled in.
4
TrainingThe first invoices together
I train the people who prepare quotes and bill customers, in 1.5-2 hour sessions. We check the first invoices issued from HubSpot together.
5
Ongoing supportOn demand or on a retainer
After launch you reach out when you need something, or we agree on a fixed scope of work for each month.

Who you'll work with Gracjan Kasprzyk, Spectage

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.

HubSpot portals

50+

New implementations and cleanups of existing ones

Migrations

15+

Full migrations from other CRMs

Teams

Dozens

Sales, marketing and service teams trained

Consulting

Hundreds

Hours of hands-on work with clients in HubSpot

Book a free consultation

Questions before a Revenue Hub implementation

What does Revenue Hub cover?

Products and pricing, quotes, subscriptions, payments and revenue reporting. We decide in the workshop which of these to set up.

Which Revenue Hub edition should we choose?

It depends on whether you need subscriptions, discount approvals and e-signature on quotes. My recommendation is in the document after the workshop.

How much does a Revenue Hub implementation cost?

We’ll work it out on the call, once I know your price list and your path from quote to payment. The Revenue Hub license is paid separately, directly to HubSpot.

How much time will it take from sales and accounting?

Both join the workshop, and the people who handle quotes and billing join training, in 1.5-2 hour sessions. I set up the price list, templates and integrations.

Will HubSpot connect to our invoicing tool?

Usually, yes. The invoice is created from the won deal, and its number, amount and payment status flow back to HubSpot. I check your tool’s API and choose how to connect it.

Will Revenue Hub replace our invoicing tool or ERP?

It depends on the company. Some run the whole path from quote to payment in HubSpot. Others quote in HubSpot and keep invoices in an accounting system connected by an integration. We decide in the workshop what belongs where.