HubSpot implementation, rescue, and ERP integration

HubSpot your reps actually sell from, connected to your ERP.

For owner-led teams that work around their CRM instead of in it.

Book a free 30-minute reviewFree HubSpot audit

Fixed fee, set before you commit.

PULLS FROM
ERPOrders, customers, pricing
AccountingInvoices and paid status
Phone and emailCalls and emails log themselves
HubSpot deal record● Live
Ridgeline Supply
Reorder, 3 lines. Owner: Dana R.
ERP order#4471, synced
Invoice✓ Paid
Last touchField visit, Tue
Next stepFollow-up drafted
USED BY
Reps in the fieldBids and orders from HubSpot
The owner’s viewBids measured against orders
AI agentsAnswer tickets, draft follow-ups
Hubspot Platinum Partner - ProfitPad
Platinum Solutions Partner 100+ completed projects
100% 5-star reviews
5 stars
Fairbank EquipmentCooney BrothersSage Eldercare SolutionsAsaar Medical

Trusted by owner-led companies

“We had started our migration with a different partner who told us they had integrated HubSpot with our ERP previously. Over a year later, the project still wasn’t complete. ProfitPad finished the data integration in about 2 months, and that was over the holidays.”
Natalie Beers, Marketing Manager, Cooney BrothersRead the case study →

Deal ownership

72%

of open deals created since go-live have an owner.

Under 1% of older ones do.

Owner-led companies that run on what we built

Plant ToursIndustrial headset systems

5x

as many new leads get a first follow-up within 5 minutes

Before
16%After
79%

Inbound leads, 5 months before vs 6 months after.

Read the case study →
California MobilityMobility equipment

2x

as many new contacts assigned to a rep within a minute

Before
26%After
56%

Random samples of 100 new contacts, the year before vs the year after.

Read the case study →
PacesEnergy SaaS

+37%

lead-to-opportunity conversion

Before
4.31%After
5.92%

Share of new leads that became opportunities within 90 days.

Read the case study →

Outside reps bid and order without leaving HubSpot.

“We can now measure yield between bids vs orders; prospects vs existing accounts.”

Lon JenningsCEO, Fairbank Equipment
Read the case study →

One system for sales, billing, and client hours.

“We hired ProfitPad to fix our poor internal 1.0 HubSpot implementation.”

Jack HerndonManaging Partner, Sage Eldercare
Read the case study →

A full CRM for a healthcare sales team.

“What we thought would take 60–90 days took just 3 weeks.”

JJ GilmoreVP of Sales, Asaar Medical

See all case studies →

What owners tell us, and what we usually find

They say
We find

“Our reps won’t use HubSpot. They still do everything in the ERP.”

We findThe ERP screen is faster for the job they do most, and nobody requires HubSpot.

“Our HubSpot numbers don’t match the ERP.”

We findRarely the sync itself. The two systems count on different dates, and nobody wrote down what booked, billed, and invoiced mean.

“The pipeline says millions. Nobody believes it.”

We findMostly old bids nobody closed. The customer was quoted several options, ordered one, and the rest still count as open.

“Leads fall through the cracks.”

We findLeads are assigned by hand, and nothing flags one that has sat untouched.

“We still run sales out of spreadsheets.”

We findFollow-up depends on someone remembering to open the sheet, and the monthly report is rebuilt by hand.

“HubSpot is full of duplicates.”

We findMore than one tool is creating records, and they share no customer ID to match on.

What we build,
fix, and connect

HubSpot implementation

Built so your reps use it.

  • Reps fill in a few fields at each stage, never a long form up front
  • Screens built for reps, showing only what they use
  • Recorded walkthroughs and documentation, so the system is yours to run
$2,500 sales process setup →

HubSpot rescue

For HubSpot that went wrong.

  • Failed rollouts, messy portals, stalled migrations
  • Starts with a free audit
  • We rebuild what reps work around and delete what nobody uses
  • Fixed fee from $2,000

ERP integration

Reps quote and order from HubSpot. The ERP stays the system of record.

  • One system owns each piece of data, decided in week one
  • Delete a record in the ERP and it leaves HubSpot too
  • Two Epicor Eclipse integrations shipped. Other ERPs start with the free review.
  • $15,000 to $20,000, fixed

Our guarantee: every fixed-scope build names an outcome you can check yourself at handoff, like reps logging quotes in HubSpot the way we agreed. If we don’t deliver it, you get your money back.Applies to builds with a defined outcome.

Outgrowing your ERP entirely? Foundry is ERPNext, implemented and run by us, connected to HubSpot.See Foundry →

What we don’t do: websites, content, or ad campaigns. We build the system your sales team works in.

Vitaly Kan, founder of ProfitPad

Built from the rep’s chair, for the owner’s view

I sold from HubSpot before I ever configured it. If you built HubSpot as if you were the one using it, you would build it differently. You would strip away the noise: the excess data, the automation that doesn’t help, the 20 reports you would never look at.

You don’t need to know HubSpot. That’s the goal. Your reps use it without thinking, and you see the business without sitting in every deal. Every builder on our team is trained to work this way.

Vitaly Kan, Founder

How a HubSpot
project works

1ReviewDay 1

Free 30-min review

You walk us through what’s going wrong. We tell you whether it’s a fix, a rebuild, or something you can handle without us.

2Scope1–3 days

Free audit or plan

Already on HubSpot? The free audit finds what’s broken and fixes the quick wins. Either way, you get a fixed price and timeline before you commit.

Book your free HubSpot audit →
3Build1~6 weeks

Build and hand off

On larger builds, you see it running on your real data first, then old and new run side by side until you sign off. Your delivery date is set in the scope.

Your timeA couple of sessions early on for the strategic decisions. Then build reviews and a weekly meeting.

One consultantThe same consultant works with you from kickoff to handoff.

After launch30 days of support included, then a retainer if you want it. Set monthly hours, no lock-in.

Questions owners ask us

What does ProfitPad do?

ProfitPad makes HubSpot the system an owner-led sales team actually uses, connected to the ERP and tools that run the business. We’re a Platinum HubSpot Solutions Partner. We implement HubSpot, rescue rollouts the team works around, and connect it to ERPs like Epicor Eclipse. We don’t do websites, content, or ad campaigns.

Who do you work with?

Owner-led companies, usually 25 to 100 people, where winning a customer takes a real process: qualification, quotes, follow-up, and handoffs between teams or systems. Most of our work is with distributors, manufacturers, healthcare organizations, and SaaS companies. We also work with high-touch consumer businesses, like eldercare and mobility equipment.

How much does a HubSpot implementation cost?

Every project is a fixed fee, scoped before you commit. Small fixes start at $2,000. A sales process setup is $2,500 and live in 5 business days. Larger builds start at $5,000, and most land between $5,000 and $20,000. If you’re already on HubSpot and not sure what’s wrong yet, start with a free audit.

Can you connect HubSpot to our ERP?

Yes. We’ve shipped two Epicor Eclipse integrations, both for distributors. At Fairbank Equipment, outside reps bid and order from HubSpot, and Eclipse stays the system of record. The sync is a fixed $15,000 to $20,000, set after a free 30-minute review and confirmed access to your ERP. Other ERPs start the same way.

What if it doesn’t work?

You get your money back if we don’t deliver the outcome written into your scope. Every fixed-scope build names one you can check yourself at handoff, such as reps logging quotes in HubSpot the way we agreed. The guarantee covers builds with a defined outcome. The free audit is a review, so it isn’t covered.

Where is ProfitPad based?

Founded in Vancouver, British Columbia. The team works remotely across Canada, the US, and Armenia, and we work with companies across the US, Canada, and Europe. The same consultant works with you from kickoff to handoff, and you can meet the team on our About page.

Tell us what’s breaking

Book a free 30-minute review