Solutions Library
What's possible with Simple Strat's custom HubSpot solutions?
A better question might be: what's not possible. HubSpot provides a powerful foundation for virtually endless custom builds to suit your company's needs. Below are a few examples of custom HubSpot solutions we've built to simplify processes, enhance efficiency, and drive measurable business results for our clients.
Explore these examples to see how our HubSpot specialists can help solve your business challenges.

Managing Multiple Deal Renewal Types
Automating renewal tracking streamlined processes, reduced errors, and ensured no missed deals or upgrades for this healthcare client.

Gaining Visibility into Ungated Content Downloads
Tracking ungated content in HubSpot revealed engagement insights, improved lead nurturing, and refined content strategy without disrupting user experience.

New Employee Onboarding Automation
Automating employee onboarding in HubSpot improved efficiency, ensured timely communication, and provided new hires with a smoother, more effective onboarding experience.

Quoting Automation in HubSpot
Automating quoting in HubSpot accelerated workflows, improved accuracy, and provided full internal visibility for seamless sales processes.

Understanding SQL to Opportunity Conversion Rate by Email
Tracking conversion rates by email to uncover trends, improve funnel visibility, and forecast upcoming opportunities with greater accuracy.

Multi-Ticket Association & Management in HubSpot
Automating multi-ticket tracking in HubSpot improved cross-team collaboration, streamlined updates, and enhanced efficiency for customer issue management.

Automated Commission Tracking for Complex Payouts
Automated commission tracking in HubSpot streamlined payouts, eliminated manual errors, and provided real-time visibility for accurate disbursements.

Lead Sharing System Across HubSpot Accounts
Automated lead sharing between HubSpot accounts eliminated manual steps, enabling faster follow-ups and 70 closed deals in 6 months.

Transition to an In-Platform Tool: PandaDoc to HubSpot Quotes
Saved $5,500 annually by replacing PandaDoc with HubSpot Quotes, streamlining workflows, and reducing tool overload for sales.

Automating Vendor Commission Reporting in HubSpot
Automated commission reporting in HubSpot saves 20+ hours quarterly, eliminates payout errors, and ensures timely vendor payments.

Creating an Easy System for Automated Client Feedback in HubSpot
Instant insights into client satisfaction: Automated feedback surveys after meetings provide real-time insights to strengthen relationships and improve processes.

Automated, Time Zone-Aware Event Reminders
Localized event reminders reduce attendee confusion, improve engagement, and save internal teams time by automating time zone formatting.

Smarter Recruitment Through Better Insights and Visibility in HubSpot
Embedded an interactive Google map into HubSpot dashboards, streamlining recruitment visibility, collaboration, and data-driven decision-making.

Automating and Curing the Pain of Tracking Net Revenue Retention
Automated NRR tracking in HubSpot, providing real-time insights, faster decision-making, and a centralized view of SaaS revenue trends.

Creating a More Effective Feedback Loop in HubSpot
Incentivized feedback surveys doubled response rates, giving the client actionable insights to improve service quality and user retention.

Automating Lease Renewal Management
Automating lease date calculations and renewal workflows in HubSpot, improving accuracy, efficiency, and proactive client communication.

Centralized Referral Management and Reporting
Building a dynamic referral tracking system in HubSpot, giving the client actionable insights into partner performance and revenue.

Equipment Lifecycle Management Made Easy
Centralized equipment tracking in HubSpot, enabling visibility, upsell targeting, and streamlined management for improved customer service.

Automating Spanish Translations for Clearer Client Communication
Ensuring clear client communication by automating Spanish translations in marketing emails, saving time, and improving customer experience.

Syncing HubSpot + External Data for Insights and Marketing ROI
Automating deal data entry from HubSpot to Google Sheets for faster, more accurate reporting and better business insights.