Revenue Hub Services

Revenue Hub brings together quoting, CPQ, contracts, invoicing, subscriptions, payments, and revenue reporting so your entire quote-to-cash process lives inside HubSpot.

Revenue Hub is another great step forward for HubSpot to deliver a single place to manage your entire business – from lead generation through acquisition and billing.

So, What is Revenue Hub?

Revenue Hub is HubSpot's solution for managing the entire revenue lifecycle. Instead of piecing together separate quoting, invoicing, payment, and subscription tools, Revenue Hub keeps your sales process connected from the first quote through payment and renewal.

Because everything lives inside HubSpot, your sales, finance, and customer success teams always have access to the same information without duplicate data entry or disconnected systems.

The Components of Revenue Hub

Exploring a little deeper into HubSpot Revenue Hub, let’s look at the core components that help your teams accomplish their goals and make your CRM powerful with this acronym: STAMP - Structure, Time Savers, Automation, Measurement, Productivity.

Structure: Quotes, Contracts, and Payments

Revenue Hub allows you to streamline the entire quoting, billing, and payment process.

Configure, Price & Quote (CPQ)

Creating a quote should be the easy part. Revenue Hub helps your sales team build accurate quotes faster with configurable products, pricing rules, discounts, and approval workflows built directly into HubSpot.

Rather than recreating pricing manually for every opportunity, your team can standardize the quoting process while still supporting more complex deals.

Contracts

Revenue Hub makes it easier to move from an accepted quote to a signed agreement. Generate contracts, collect electronic signatures, and keep agreements connected to the customer record so your team always knows where every deal stands.

Payments

Once a deal is approved, Revenue Hub makes it easy to invoice customers, collect payments, manage subscriptions, and keep revenue data connected to the rest of your CRM.

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Time Savers: Quote Templates, Automatic Reminders, and AI Tools

They say time is money - and that’s why Revenue Hub gives you access to tools that save you time.

Quote Templates

Quote Templates are a great way to deliver a branded, yet still customized experience. Give your sales team pull in existing fields from your database to ensure consistency, but give them the freedom to personalize the quote. To ensure accuracy, use the automatic approval tool so that any quote will be sent to a manager before the client sees it.

Automatic Reminders

There are a lot of moments to send out reminders to clients when it comes to collecting payment - before that payment is due, when their renewal is coming up for subscription services, and of course, when their payment is overdue. What can be great with Commerce Hub is that notifications will automatically be generated and sent to Clients before their upcoming payments. Use this to make the collection process simpler, and be alerted when something is awry.

AI Tools

Build quotes using prompts within a pre-defined AI tool to strike that perfect balance between automation and brand integrity. AI agents can answer customer questions immediately. The whole process turns quoting into an automation, not a time suck for reps.

Automation: Subscriptions and Workflows

Within Revenue Hub, you can automate routine processes to improve both customer experience and internal task management.

Subscriptions

Many organizations collect payments from their clients on a recurring basis, and subscriptions allow you to do that within HubSpot. When a quote or invoice is sent to a client with a service or product that has a multi-term length and a client makes that first payment, a subscription will be automatically created, tracking each individual payment while still connecting each of the payments to the overall deal for revenue reporting purposes. It will run those great automatic reminders - though you can turn that default reminder off and create a totally customized flow and set up to meet your unique needs.

Workflows

Workflows can take on several tasks, from moving deals through your sales pipeline when a payment comes in, to reminding a client a payment is due. Being able to create workflows that can send these notices and warnings takes that off your team, not only in the actual sending process but in keeping track of all these various accounts and payment due dates. Instead, you can even create a workflow that keeps all these notices running smoothly and only escalates to a human team member when something needs attention.

Measurement: Reporting and Dashboards

When it comes to revenue, measurement is critical. Not only to track what you have made, but also to understand what is working and what isn’t and better direct your efforts to those areas that deliver best.

Reporting

Revenue Hub gives your team visibility into quotes, contracts, invoices, subscriptions, payments, and revenue performance from one place. That means fewer spreadsheets, more accurate forecasting, and a clearer picture of your sales pipeline.

Dashboards

Individual reports are great, but often they only tell a part of the story. It's on a dashboard where all those pages come together to tell the entire tale. You can create dashboards that explore your Commerce Hub results or add Commerce Hub-influenced reports onto your other dashboards to tie revenue back to specific marketing, sales and/or service actions if you’re using other HubSpot Hubs.

Productivity: E-Signatures and Integrations

Being more efficient is a core function of all of HubSpot, and of course, Revenue Hub has an answer to help support that as well through E-Signatures and Integrations.

E-Signatures

You’ll gain access to e-signature tools through Sales Hub, but they’re also utilized in Revenue Hub. These let folks sign your quotes digitally. You can also use an e-signature as a trigger action in a workflow to automate further actions and reminders.

Integrations

HubSpot’s Revenue Hub is a powerful payment tool on its own, but it also allows you to integrate with the payment tools you use today. Add connections to QuickBooks, Stripe, NetSuite and more. You’ll be able to use your current tool, but still tap into the reporting and automation tools within HubSpot.

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One less tool, one more connection

Revenue Hub is a set of tools that can help support your business and can replace an entire suite of external tools, letting you bring that budget to other priority projects and reducing the number of places your team has to go any given day to accomplish their goals and complete their work. Your team becomes more interconnected using the same tool, growing their sense of camaraderie as they are not only more understanding of each others' workload, but are more capable of helping one another since they are working out of the same system.

A penny saved is a penny earned

The efficiency gained by your entire organization through the various automation, features and connections to other Hubs will leave your teams rich in the most important resource - time. With more time, your team can create more marketing campaigns, close more deals and support more customers, increasing your second most important resource - revenue.

Money doesn’t grow on trees, but it can be collected as easily as if it were

Reducing friction in the buying process is a key focus for many sales teams, and for good reason. Revenue Hub makes it easy for your customers to pay, keep tabs on their recurring payments, and see invoices. This reduces the effort it takes for your customer to understand what it is they need to do to go from point A to point B.

Choosing your Hub Tier

Revenue Hub comes in a few different tiers, depending on your needs. Let’s take a quick overview of the main differences you can expect between the tiers.

Free

With the free version of Revenue Hub, you unlock invoices, payment links, and subscriptions.

Professional

At the Professional level, you'll get access to more advanced commerce tools like quotes, e-signatures, automations, reporting, and customizable AI agents.

Enterprise

The enterprise level of Revenue Hub is designed for more robust and frequent transactions. You'll unlock more automation features beyond professional, along with advanced approvals and enterprise controls.

Paired with Marketing

The lifelong struggle of marketing to provide detailed and specific ROI on marketing investment can really only happen when revenue is being tracked directly in the same system you are running your marketing efforts through. Not only do you get much cleaner reporting, but you can also make use of past purchase habits to inform your ongoing marketing, from nurture for repeat purchases to targeting lookalike customers.

Paired with Sales

Sales Hub and Commerce Hub go together like bees and honey. For most every organization, the primary goal of sales is to, well, increase sales and generate more revenue. And in order to do that as effectively and efficiently as possible, having payments tools that live right where you are already working day in and day out just makes sense.

Paired with Service

Once sales has done their job, it often falls to Customer Service to handle the actual follow-up with clients, up to and including collecting payments. Whether it is a one-time payment or an ongoing subscription relationship, having the ability to track and automate collection efforts can be a huge weight off an already overburdened team, while also improving customer experience and eliminating friction points of difficult payment tools.

Paired with Data Hub

Data Hub helps keep customer and revenue data clean, connected, and synchronized across your CRM and other business systems. You’ll find you can also do some pretty fun things - maybe you want to calculate the amount of interest a deal would accrue if they are overdue, of course, with the ability to adjust the daily rate and compound the interest too.

Paired with Content Hub

Accepting payments on your website is a no-brainer for any e-commerce business, but it’s also a really powerful tool for many other B2B businesses as well. Payments can be a great self-service tool - selling tickets to an event, allowing a customer to purchase a single-user version of your software, or maybe purchasing a course from the experts on your team; it’s more a decision of what you want to collect payments for and narrowing the list down. With Content Hub's included website builder, using Commerce Hub will be much smoother, faster and easier to connect.

Paired with Multiple Hubs

As you can imagine, bringing these various Hubs together is when HubSpot shines brightest. Having everything in one place allows for deeper reporting, smoother handoffs, and the ability to utilize complementary tools for every team that lives within other Hubs. Revenue Hub gives your team the tools to connect revenue directly to your marketing, sales, and service efforts and automates a lot of the tedious work away. As you continue your HubSpot journey, you will continue to find more and more ways to combine the Hubs and the many amazing things you can accomplish with Revenue Hub and the rest of the platform.

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HubSpot Revenue Hub Onboarding from an Accredited HubSpot Platinum Partner

If you’ve made it all the way to the end, you probably are thinking: “this sounds complicated.” HubSpot is a powerful tool - and it takes a lot of time, effort and careful planning to unlock its full potential.

BizzyWeb is a HubSpot Platinum Partner and we offer full-service HubSpot onboarding, clean-up and strategy for all hubs. Our team has over 191 certifications in HubSpot (and constantly growing). No matter what your HubSpot needs are, our team is ready to handle them.

Plus, we’re one of the handful of agencies in the world that holds the brand-new HubSpot Onboarding Accreditation AND we are the only agency in Minnesota with a Platform Enablement Accreditation from HubSpot!

What We Do

We work with you to learn your business, needs and goals - BizzyWeb is actively invested in making a solution that works for you, not just a standardized tool or an off-the-shelf install.
Onboard, implement, and build - Once we’ve reviewed your systems and current data, we put our plan into action.
Individualized training and reporting - When your setup is done, we’re not. We make sure you know to use your new HubSpot system, at your pace.
Digital and inbound marketing programs for rapid growth - Make the most out of your HubSpot account with our digital marketing and/or inbound marketing services.