Case Studies:
From Seed to Scale

See how ProfitPad helps SaaS startups cut chaos and scale faster.
Stage
Industry
Size
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5-Tek Medical
Healthcare SaaS
11–50 employees
Bootstrapped

HubSpot implemented across 3 business units with speed + strategic alignment.

  • HubSpot rolled out across 3 units with speed and precision
  • Strategic alignment across sales teams and processes
  • Foundation in place for long-term growth + efficiency

“I can’t recommend ProfitPad highly enough. They rose to the occasion, combining speed, quality, and strategic guidance. Our sales team now has the tools and infrastructure to succeed.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Blockchain SaaS
11–50 employees
Series A ($21.5M – Theory Ventures, with Kleiner Perkins + Amplify Partners)

From SaaS chaos to a scalable system with renewals + extensions baked in.

  • SaaS-tailored HubSpot configuration
  • Renewals + extension workflows streamlined
  • System ready to support continued Series A momentum

“ProfitPad helped us build a scalable system specifically designed for our SaaS business, taking into consideration renewals and extension cases. They guided us thoroughly through the process and we’re excited to see the system in action. Would 10/10 recommend!”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
AnswerTree
SaaS
2–10 employees
Bootstrapped

From manual processes to scalable HubSpot automation.

  • Increased sales velocity
  • Reliable dashboards for leadership
  • Team actually adopted HubSpot

“Great experience working with ProfitPad! Quick follow-ups, smooth project delivery, and always happy to provide extra support where needed.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Asaar Medical
Healthcare
11–50 employees
Bootstrapped

From 90-day expectations to a full CRM build in just 3 weeks.

  • CRM live in 3 weeks instead of 90 days
  • Scalable, best-in-class HubSpot system built
  • Highly responsive support with same-day turnarounds

“If you’re looking for a team that can get you set up in HubSpot quickly, look no further… What we thought would take 60–90 days took just 3 weeks. ProfitPad pivoted, came up with viable solutions, and built us an amazing CRM. By far the best team out there.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Blitzy
AI SaaS
11–50 employees
Seed ($4.4M – Bessemer, NFX)

Best-in-class HubSpot recommendations + execution.

  • Clear, strategic HubSpot setup
  • Faster execution across sales & marketing
  • Strategic + tactical partner, not just implementers

“They quickly got up to speed, gave best-in-class recommendations, and worked with us to find the right solution.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
CRE Bridge Capital
Real Estate Finance
11–50 employees
Established

Tailored HubSpot build aligned to business processes.

  • HubSpot system tailored to real estate finance operations
  • Reporting and workflows aligned with internal processes
  • Leadership confidence in adoption + system usability

“The ProfitPad team was truly a pleasure to work with throughout this project. They took the time to understand our business and internal processes, which translated into a HubSpot system that feels well-tailored to our needs. Overall, we’re very pleased with the results and appreciate the thoughtful and thorough work the ProfitPad team put in.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
California Mobility
Manufacturing
11–50 employees
Established

Automated systems → smoother, faster sales process.

  • Time-saving automation across daily workflows
  • Smoother, optimized sales process in motion
  • Increased sales team efficiency and reduced friction

“ProfitPad did an amazing job automating our systems, which has saved our team a lot of time and headaches. Their expertise didn’t stop there—they’re now optimizing our sales process, making everything smoother and more efficient. Highly recommend.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Cypress Vending
Manufacturing
2–10 employees
Bootstrapped

Rescued from a CRM mess, then scaled to launch new products.

  • CRM mess cleaned up fast
  • New product pipeline launched on time
  • Confidence in HubSpot for future growth

“ProfitPad saved us from a real mess, quickly fixed our issues, and guided a smooth new product launch. Highly recommended.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
ENTR
SaaS
2–10 employees
Pre-Seed (SOSV, Plug and Play, BBQ Capital)

From chaos to $2M+ pipeline clarity in just weeks.

  • $2M+ pipeline unlocked
  • Faster handoffs and automated follow-ups
  • Leadership gained visibility into every stage

“From mapping the process to automating HubSpot, ProfitPad helped us create a highly efficient and scalable system.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
EquipmentShare
Construction SaaS
1,000+ employees
Series E (Enterprise)

Enterprise-scale CRM cleanup in just 4 weeks.

  • Duplicates eliminated within 4 weeks
  • Clean data, organized pipelines, and adoption playbooks
  • Sales teams trusted HubSpot again as the single source of truth

“Rather than spend countless hours fixing duplicates, we hired ProfitPad. In 4 weeks, duplicates were gone, best practices in place, and we were off to the races.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
EvaluAgent
QA SaaS
51–200 employees
Series A ($20M – PeakSpan Capital)

From messy deal flow to automation + clarity in weeks.

  • Automated deal flow from start to close
  • Leadership visibility across pipeline health
  • Sales cycle reduced by 30%
  • Team adoption and RevOps maturity leapfrogged

“Built an optimized deal flow with automation, dashboards, ownership flow, discount thresholds and more. We’re already engaging them for the next project.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Fowler High Precision
Manufacturing
51-200 employees
Established

Expert HubSpot execution with unmatched communication.

  • Deal flows and CRM processes tailored to manufacturing
  • Team onboarding with clear documentation
  • Unmatched expertise + upbeat communication

“Stellar, stellar experience! Blown away by their expertise, guidance, and drive… awesome all-around, simply the best.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Incentiv
Analytics SaaS
11–50 employees
Seed ($3M – Bowery Capital)

Seamless HubSpot implementation, flawless execution.

  • Flawless HubSpot rollout, fully adopted by team
  • Reliable workflows, reports, and activity logging
  • Zero issues post-launch, running smoothly for months

“ProfitPad has been an outstanding HubSpot implementation partner. They made the process clear and straightforward, with excellent documentation and top-notch communication. HubSpot has been running flawlessly for months. Would definitely recommend.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Jet Hotel Solutions
Hospitality SaaS
2–10 employees
Bootstrapped

Driving 10x ROI in weeks.

  • Immediate 10x ROI recognized within weeks
  • Manual work replaced with streamlined automation
  • Clear dashboards enabled leadership to track growth confidently

“Not just HubSpot experts, but company builders. We’ve immediately seen 10x returns.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Joe Homebuyer
Real Estate
11–50 employees
Established

From CRM chaos to on-time, on-budget HubSpot launch.

  • HubSpot implemented on-time and within budget
  • Funnels and reports tailored to franchise growth
  • No scope creep, clear handoff to internal team

“We partnered with ProfitPad to implement HubSpot aligned with our broader marketing and sales goals… excellent experience. On time, within budget, no scope creep.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
LanceDB
AI SaaS
11–50 employees
Series A ($30M – YC, Theory Ventures, Databricks Ventures)

From unclear tracking to automated insights.

  • Automated campaign and sales tracking
  • Investor-ready dashboards in weeks
  • Faster insight-to-action loop

“ProfitPad built clear, automated tracking that transformed how we use HubSpot.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Mallard Bay
SaaS Marketplace
11–50 employees
Series A ($4.6M – Soul Venture Partners, Acadian Capital)

From messy pipelines to scalable RevOps engine in the $500B outfitter market.

  • Optimized, scalable sales process
  • Empowered internal RevOps team with hands-on training
  • Infrastructure ready for Series A growth in a $500B global market

“ProfitPad proved to be a game-changing decision… their blend of technical skill and commitment to client empowerment has been invaluable.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Nystrom & Associates
Healthcare
1,001–10,000 employees
Established

From complex HubSpot chaos to simplified, effective systems.

  • Simplified workflows that cut down wasted time
  • Optimized reporting, delivering leadership clear insights
  • Higher adoption across sales + marketing teams

“ProfitPad did an excellent job helping us understand and optimize our sales process and HubSpot system. They made everything more usable and efficient for our team. Their expertise and support were invaluable. Highly recommend.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Paces
Energy SaaS
11–50 employees
Series A ($11M – YC, Navitas Capital)

From fragmented data to $11M Series A–ready reporting.

  • Clear SaaS dashboards (ARR, CAC, LTV, churn) built in weeks
  • Helped secure $11M Series A led by Navitas Capital
  • Investor confidence boosted with reporting transparency

“ProfitPad took us from spreadsheets to investor-ready dashboards in weeks.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Prosal
RFP SaaS
2–10 employees
Seed ($1.58M – Fusen Fund, Brickyard, Recursive Ventures)

Confidence in HubSpot Enterprise from day one.

  • Confidence in HubSpot adoption across the team
  • Sales and marketing workflows fully aligned
  • CRM foundation ready to scale as fundraising continues

“ProfitPad helped our startup team get more out of HubSpot… we’ve already recommended them to our network.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Quiq Capital
Finance
2–10 employees
Bootstrapped

From CRM clutter to investor-ready clarity.

  • Full visibility into customer lifecycle
  • Time saved across sales + ops
  • Teams now manage customers more efficiently

“Choosing ProfitPad for HubSpot development was a game-changer. We now manage customers more efficiently.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Sage Eldercare Solutions
Healthcare
51–200 employees
Established

From failed rollout to a disciplined HubSpot rebuild.

  • Complete turnaround from a failed rollout in just 8 weeks
  • Team adoption + excitement around HubSpot’s new workflows
  • Leadership dashboards delivering real-time visibility

“We hired ProfitPad to fix our poor internal 1.0 HubSpot implementation… The project just concluded: we are already basking in the excitement of HubSpot working a whole different way for us. Thank you, ProfitPad!”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
SmartScout
E-commerce SaaS
11–50 employees
Bootstrapped

From blind spots to 10x reporting accuracy.

  • 10x improvement in reporting accuracy
  • Sales leaders finally trusted the dashboards
  • Greater efficiency across sales motions

“ProfitPad crafted insightful reports, enhancing sales team visibility and tracking Stripe payments. They emerged as a strategic partner.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Treet
E-commerce SaaS
11–50 employees
Series A ($10M – Two Sigma Ventures, First Round Capital, Bling Capital, Techstars)

Agile HubSpot rebuild delivered under tight deadlines to support rapid growth and sales team adoption.

  • CRM improvements delivered under tight holiday deadlines
  • Structured system tailored for a scaling sales team
  • Clear communication and seamless handoff enabled rapid adoption

"ProfitPad efficiently audited and improved our HubSpot setup under a tight timeline, providing excellent communication and crucial structure for our expanding sales team."

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Visit.org
Social Impact SaaS
51–200 employees
Enterprise

Custom objects + integrations built to scale.

  • HubSpot customized with objects that fit their unique workflows
  • Seamless integrations powering efficiency at scale
  • A system built to handle enterprise growth

“Working with ProfitPad was a great experience. They took the time to thoroughly understand our business goals and built a custom object and integration solution that will help us scale. Can’t recommend them enough.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Waltz
Real Estate SaaS
11–50 employees
Series A ($12.5M – Aleph, TLV Partners, and angels)

From Zoho migration to a tailored SaaS sales process.

  • Seamless migration from Zoho to HubSpot
  • SaaS-specific sales process aligned with growth goals
  • Leadership equipped with a scalable CRM foundation for the next stage

“ProfitPad really came through for us! They helped us set up a sales process, move from Zoho, and tailor HubSpot to our needs. We’re now set up to run on our own, with guidance and clear strategy. I’d definitely recommend their services.”

Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.
Allium
Healthcare SaaS
50+
Series A ($21.5M – Theory Ventures...)
From SaaS chaos to a scalable system with renewals + extensions baked in.