HubSpot-Native RevOps That Drives Revenue
We build the CRM architecture, automation, and reporting infrastructure that turns your HubSpot into a revenue engine. Not just clean data. Actionable systems.
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Monday - Friday 9:00 AM - 5:00 PM EST
30-Minute Sessions · No Obligation
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Our RevOps Process
From CRM audit to a fully operational revenue machine.
We treat HubSpot like infrastructure, not a contact database. Every workflow, property, and dashboard is built to answer one question: what is driving revenue?
CRM Audit and Architecture
We audit your existing HubSpot setup, identify gaps in your data model, clean up legacy properties, and design a CRM architecture that supports your current sales process and scales with growth.
Pipeline Design and Lifecycle Stages
We build or rebuild your deal pipeline with clearly defined stages, entry/exit criteria, and lifecycle stage mapping. Every stage has a purpose. No leads sitting in limbo.
Workflow Automation
We design and implement automations for lead routing, deal stage progression, task creation, internal notifications, and follow-up sequences. Your team spends time selling, not doing data entry.
Custom Properties and Data Hygiene
We create custom properties that capture the data your business actually needs, implement validation rules, and set up ongoing data hygiene processes to keep your CRM clean.
Dashboard and Reporting
We build custom dashboards for leadership, sales, and marketing that show pipeline health, conversion rates, revenue attribution, and forecast accuracy. Real metrics, not vanity numbers.
Attribution and Source Tracking
We implement multi-touch attribution models, UTM frameworks, and source tracking so you know exactly which channels, campaigns, and touchpoints are driving pipeline and revenue.
Integration and Data Flow
We connect HubSpot to your full stack: ad platforms, outbound tools, billing systems, and analytics. Data flows in and out cleanly, no manual exports or broken syncs.
Ongoing Optimization
RevOps is never "done." We continuously refine workflows, update dashboards as your business evolves, and proactively identify bottlenecks in your funnel before they become problems.
Everything Included
Comprehensive HubSpot RevOps services designed for B2B SaaS teams.
CRM Architecture
Full HubSpot CRM design, object modeling, and property structure.
Pipeline Design
Deal stages, lifecycle mapping, and conversion criteria.
Workflow Automation
Lead routing, deal progression, task creation, and notifications.
Custom Dashboards
Executive, sales, and marketing dashboards with real-time data.
Attribution Reporting
Multi-touch attribution, UTM tracking, and source analysis.
Data Hygiene
Property cleanup, validation rules, and ongoing maintenance.
Integration Setup
Connect HubSpot to ads, outbound, billing, and analytics tools.
Lead Scoring
Behavioral and firmographic scoring models for sales prioritization.
Sequence Design
Sales sequences and nurture workflows built in HubSpot.
Onboarding and Training
Team training on new processes, dashboards, and workflows.
Quarterly Reviews
Regular audits and optimization recommendations.
Dedicated Support
Slack channel, bi-weekly syncs, and priority response.
Your CRM Should Be Your Competitive Advantage
Not a spreadsheet with a login screen.
Most B2B SaaS companies treat HubSpot like a glorified address book. Leads come in, reps do their thing, and leadership guesses at what is working based on gut feel.
Understory builds HubSpot into the system that tells you exactly where pipeline is coming from, where deals are stalling, and what to do about it. Every workflow, dashboard, and automation is designed to increase revenue velocity.
When your CRM is built right, it compounds. Every new data point makes your targeting sharper, your forecasts more accurate, and your team more efficient.
Ready to Turn HubSpot Into a Revenue Engine?
Book a call and we will audit your current CRM setup, show you where revenue is leaking, and outline what a properly built HubSpot looks like for your business.
Book a Call