HubSpot Built for How B2B Tech and Software Companies Sell and Report
Most tech and software teams are held back by messy data, disconnected integrations, and a HubSpot setup that wasn't built for their business model. We bring a holistic, operations-first approach and deep HubSpot expertise so your ARR reporting, partner pipelines, renewal workflows, and sales handoffs work the way leadership needs them to. When HubSpot is customized for your software business, it provides a seamless way to manage customer relationships, track product usage, and automate renewals.
At Simple Strat, we specialize in B2B tech and software companies with 50–250 employees that need advanced HubSpot architecture.
Current System Isn’t Architected
to Scale Quickly
We help you identify and purchase the right HubSpot license for your business. Then we configure HubSpot around how your company operates and train you on how to use it well.
Prices starting at: $3,100
Messy Data, Low Bandwidth, No Reporting or Recurring Revenue Tracking
We audit your HubSpot instance, align foundational best practices with your unique processes, identify opportunities to improve HubSpot, and implement the opportunities that will create the biggest impact for your organization.
Prices starting at: $3,400
No One Owns the Platform
We act as your dedicated HubSpot experts to ensure that everything already set up continues to work smoothly while identifying and implementing new ways to get value from HubSpot every month.
Prices starting at: $995/month
Website Disconnected from CRM
We design and build HubSpot-hosted sites that are easy to manage, look polished, load fast, and are fully connected to all of your HubSpot data from day one.
Prices starting at: $5,000
Automated Product Onboarding
Ensure a smooth customer experience with automated onboarding workflows that guide users through product adoption, helping to reduce churn and increase retention.
Subscription and Renewal Management
Look at your pipeline and forecasts with confidence that the data is correct. We set you up for success with the custom objects, datasets, and properties you need to track ARR, MRR, churn, and expansion revenue.
In-app Behavior
Tracking
Integrate product usage data with HubSpot to trigger personalized marketing campaigns based on how users interact with your software, leading to better customer engagement.
Sales Pipeline
Optimization
Manage your sales cycles with tailored deal stages, nurturing prospects from demo requests to signed contracts.
Partner Channel
& Deal Attribution
Understand which of your partners drive revenue with built out partner pipelines, deal registration and attribution tracking. This includes partners who are customers, too.
Free Trial &
License Management
Oversee your entire customer journey from free trial activation through license upgrades, seat expansions, and contract renewal.
A HubSpot Set Up for How Tech and Software Companies Actually Report
Most HubSpot setups weren't built with tech and software metrics in mind. We customize yours to surface ARR, MRR, churn, and expansion revenue so leadership has the accurate numbers they need without digging through spreadsheets.
Why Simple Strat?
- Deep HubSpot Expertise: We’re a Diamond Solutions Partner with a proven track record across complex B2B sales cycles. We’ve seen nearly every HubSpot challenge and built the playbook and team to fix them.
- Operations-First Approach: We don’t just configure software. From day one we align processes, teams, tools, and data to support how a business operates and grows.
- You Always Work With a Trusted Consultant: No account managers or handoffs. Clients work directly with a designated HubSpot Solutions Consultant who understands their business, speaks their language, and prioritizes helping them reach their goals. This includes making proactive recommendations, not just executing requests.
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"Simple Strat helped implement Sales Hub Enterprise and then also helped us align Marketing Hub Enterprise with Sales Hub. They listened to our needs, understood our business, and helped with workflows, reporting, and custom fields to ensure we were maximizing our full investment in the HubSpot solution. They have also been chosen to implement Service Hub Enterprise because they have been key to our success."
Ahlberg, K. | Software
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"Before partnering with Simple Strat, we were a scrappy startup with limited HubSpot knowledge. We knew we needed to clean up our CRM to scale, so we looked for a partner to help. I had already seen Ali and Tyler's YouTube videos (which are super helpful) and so the decision was easy. Simple Strat has helped us clean up our CRM, organize our sales and marketing pipelines, get tighter on the CS side, and set up some Marketing workflows and reporting. Highly recommend Simple Strat, and if you get to work with Ben, you're in great hands!"
Porter, J. | Software
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"Our collaboration with Simple Strat exceeded expectations! Amidst a sea of acclaimed HubSpot implementation partners, Simple Strat's unparalleled knowledge immediately set them apart. Working alongside Camille, our CRM transition from Sharspring to HubSpot avoided any major issues and was fairly seamless. She was always responsive and helpful when our team had questions. For those seeking a HubSpot implementation partner, I highly recommend Simple Strat!"
Call, T. | Software
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"When exploring HubSpot and its capabilities, we saw the potential it had to accelerate and grow our business. One of our biggest concerns when evaluating whether or not to invest in the tool was the time, expertise and resources it would take to properly implement it into our business. Simple Strat has played a key role in onboarding and integrating HubSpot into our sales and marketing operations, putting us lightyears ahead of where we would be implementing the platform on our own. Simple Strat has done a great job listening to and understanding our business needs, giving advice and best practices they recommend, while tying the two together to ensure we get the most out of HubSpot."
Pulverenti, S. | Software
SOFTWARE
Automating and Curing the Pain of Tracking Net Revenue Retention
Simple Strat configured HubSpot Datasets to automatically categorize and calculate Net Revenue Retention across new revenue, churn, and expansion, giving a SaaS finance team a live NRR engine inside HubSpot without spreadsheets or external integrations.
SOFTWARE
470 Leads Qualified Automatically in HubSpot with Zero Manual Research
Simple Strat built a lead qualification agent inside HubSpot using Breeze Studio and workflow automation, processing inbound contacts against scoring criteria and writing structured qualification notes directly to each contact record.
SOFTWARE
Tracking Referrals in Hubspot: Centralized Management and Reporting
Simple Strat connected referral partner Contact records to referred users in HubSpot using association-based workflows and Rollup Properties — giving a SaaS company a live view of which partners drive the most referrals, trials, and revenue without leaving their CRM.
