Quote to Cash.
In One Platform. On Your CRM.
Commerce Hub builds: CPQ, branded quotes, invoices, payment links, subscriptions, and self-serve customer portals - all natively wired into Smart CRM so revenue, finance, and CS see the same numbers.
Problems We Eliminate
Sales builds quotes in Google Docs and chases signatures in DocuSign
Native CPQ + quotes with e-sign, branded templates, and version control inside HubSpot
Invoices live in QuickBooks; payment status is invisible to sales and CS
Invoices on the deal record with real-time payment status and automatic CRM updates
Subscription billing is duct-taped from Stripe + Chargebee + custom scripts
Native subscriptions with proration, upgrades, dunning, and renewal forecasting
Customers email AR for an invoice copy or to update a credit card
Self-serve customer portal for invoices, payment methods, and subscription changes
Finance and revenue argue over MRR, ARR, and churn definitions every quarter
Single source of truth - one revenue model across Sales Hub, Service Hub, and finance reports
Dunning is a manual chase - failed payments turn into churn before anyone notices
Automated dunning sequences with retry logic, customer emails, and CS alerts
The Numbers Behind the Hub
Results reported by HubSpot customers across HubSpot Annual ROI Report and independent analyst studies.
3×
faster quote-to-signature cycle with native CPQ + e-sign vs. Docs + DocuSign workflow
12%
reduction in failed-payment churn within 90 days of automated dunning going live
90%
of subscription changes self-served by customers - AR queue shrinks by ~70%
Real-time
MRR, ARR, and net revenue retention dashboards - no monthly Excel rebuild
PCI
compliant payment handling - card data never touches your servers or HubSpot directly
+24%
win rate on deals with branded, interactive quotes vs. static PDFs
Capabilities
What we ship for
Commerce Hub.
Every engagement is custom, but here is the work we do most often, and the work we are known for.
CPQ + branded quote templates
Product catalog, pricing rules, approval workflows, branded templates, and embedded e-signature.
Invoicing + payment links
One-off invoices, recurring invoices, payment links with real-time status on the deal record.
Subscription billing
Plans, proration, upgrades, downgrades, dunning, and renewal forecasting wired into Sales Hub.
Customer self-serve portal
Branded portal for invoices, payment methods, plan changes, and billing history.
Revenue reporting
Real-time MRR, ARR, churn, and NRR dashboards - one source of truth for finance, sales, and CS.
Finance system integration
Two-way sync with QuickBooks, NetSuite, or Xero so the GL stays clean without manual reconciliation.
Live in Weeks, Not Months
A structured, four-step delivery that gets your team on HubSpot fast - without the chaos of a typical migration project.
Revenue Model Audit
We map your product catalog, pricing rules, discount approvals, subscription plans, dunning policy, and finance system - plus where quote-to-cash currently leaks time or money.
CPQ + Billing Design
Catalog architecture, pricing logic, quote templates, subscription plan structure, dunning rules, and finance system sync map signed off by sales, CS, and finance.
Build, Migrate, Test
CPQ live, quote templates branded, subscription plans configured, payment links and portal styled, finance sync running, and end-to-end test cycles before any customer touches it.
Launch & Optimize
Phased rollout (typically by product line or segment), AR team training, finance reconciliation validation, and 30-day hypercare. Quarterly pricing and dunning reviews follow.
Why Work With Us Over Anyone Else?
Quote-to-Cash, Not Just Quotes
Most agencies stop at CPQ. We design the full quote → invoice → payment → subscription → renewal flow with finance system sync, so revenue ops and AR stop reconciling spreadsheets.
Subscription Billing Done Right
Proration, mid-cycle upgrades, dunning, and renewal forecasting are where most Commerce Hub builds break. We've shipped these for SaaS and recurring-services clients - the edge cases are mapped.
Finance, Sales, and CS Aligned
One revenue model across HubSpot and your GL. Finance gets reconciled books, sales sees real subscription status on the deal, CS knows who is past due before the renewal call.
We Stay Through First Renewal
Most Commerce Hub launches look fine for 30 days and fall apart at the first renewal cycle. We stay through the first full renewal wave to catch the issues that only surface in production.
Ready to Collapse Your
Quote-to-Cash Stack?
In 30 minutes we will audit your current revenue collection workflow - quotes, invoices, subscriptions, dunning, finance sync - and hand you a clear Commerce Hub roadmap at no cost.
- Revenue stack audit
- CPQ + billing scoping
- No obligation whatsoever