Flawless Deal to Revenue tracking.

Enable full deal to revenue tracking with HubSpot's Revenue Hub

Quote, contract, invoice, payment: Until now, the “financial side” of a deal was often managed in separate tools. This led to gaps, duplicate entries, and numbers that no one could clearly trace anymore. With the HubSpot Revenue Hub, you can bring the entire journey from lead to deal to customer into a single system—including contract objects and automated invoicing. We’ll support you with implementation, object modeling, and automation—seamlessly integrated into your existing marketing and sales processes.

From the status quo to a revenue process that runs seamlessly across all media.

Here's how a HubSpot Revenue Hub project works with us

Every Revenue Hub implementation is unique. But our proven approach ensures that your journey—from the initial inquiry to the paid invoice—is clearly mapped out in HubSpot CRM. We also incorporatethe new AI features for quote generation and invoice tracking right from the start.

Revenue Strategy & Vision

We’ll start with a joint workshop:

🎯 Analysis of your current quote-to-cash process (quote, contract, billing, payment)

🎯 Where are the system gaps, duplicate entries, and manual steps today?

🎯 Definition of the target state and KPIs (e.g., quote turnaround time, open items, MRR/ARR)

Object Model & Data Architecture

We lay the foundation for “Lead to Deal to Customer”:

🧩 Seamless transition from Lead → Deal → Quote → Contract → Invoice

🧩 Setting up the Contracts object as the central data record

🧩 Associations with deals, contacts, companies, and line items—so all the numbers add up

CPQ (Configure Price Quote) & Quotes

To turn the deal into a polished quote:

📄 Creating quote templates and product/pricing logic

📄 An accepted quote automatically generates a contract—without having to re-enter data

📄 Change and renewal quotes for upgrades, downgrades, and renewals

Contracts & Billing Schedules

The heart of the Revenue Hub:

📊 The contract as the “single source of truth” for terms, duration, and committed revenue (ARR, MRR, ACV, TCV)

📊 Billing cycles (monthly, quarterly, annually) derived directly from the contract

📊 Renewal alerts and renewal logic to ensure no renewal is missed

Invoicing & Payments

This is where the contract turns into real money:

🧾 Automatic invoice generation based on the contract’s billing schedule

🧾 Integration with your accounting software (e.g., DATEV, Xero, QuickBooks)

🧾 DACH-specific topics such as mandatory e-invoicing (B2B), GoBD, and GDPR are taken into account from the very beginning

Optimization, AI & Monitoring

We’re here to support you:

📈 Dashboards for ARR, MRR, open items, renewals, and forecasts

📈 AI-powered tracking of overdue invoices (Revenue Agent / Breeze)

📈 Optional: ongoing support as part of a retainer agreement

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Our Services for the Revenue Hub Project

Here is an overview of our typical services as part of a Revenue Hub implementation.

Set Up the Revenue Process & Object Model

A smooth workflow from Lead → Deal → Quote → Contract → Invoice, including the object model, associations, and pipeline logic.

Implement the Contracts Object

Introduction of the Contracts object as the central data record for terms and conditions, revenue, terms, and renewals.

CPQ (Configure, Price, Quote) & Configuring Quotes

Quote templates, product and pricing logic, as well as change and renewal quotes for upgrades, downgrades, and renewals.

Set Up Automated Invoicing

Generate invoices directly from the contract instead of manual follow-up work, including billing cycles and payment status.

Accounting Integration

Integration with your financial systems (e.g., DATEV, Xero, Sage, SAP) for synchronized invoice and payment data.

Payments & Billing Schedules

Set up payment methods, recurring charges, and billing schedules directly from the contract.

Revenue Dashboards & Forecasting

Visualization of ARR, MRR, TCV, open items, and upcoming renewals for robust revenue management.

AI & Automation

Automated invoice tracking and workflows for renewals, collections, and escalations—including Breeze features.

Put an end to the patchwork of tools.

From PandaDoc, Chargebee, and others—all into one system.

Quotes in the CPQ tool, subscription billing in the billing system, invoices in the accounting tool, signatures in yet another app. And in the end, no one knows which system holds the “correct” number. Revenue Hub solves exactly these disconnects: You bring together quotes, contracts, invoices, and payments on a single data model—right where your customer data already resides. We’ll guide you through the transition without losing any data or processes.

Here’s what you get with Revenue Hub:

CPQ & Quotes (e.g., DealHub, PandaDoc) and quote logic directly within the CRM

Subscription billing (e.g., Chargebee) and recurring billing via contracts and billing schedules

No additional external invoicing tools: Invoicing directly from the contract, including payment status

Electronic Signature: Quote Approval Within the Same Data Record and Process

Why made2GROW

Benefit from our HubSpot expertise

Long-standing HubSpot Platinum Partner
5-star rating in the HubSpot Partner Directory
Host of the official HubSpot User Group in Cologne
One of the few German-speaking HubSpot Certified Trainers
We teach at the HubSpot Academy
Specializing in the DACH market and GDPR compliance

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Do you have any questions?

We look forward to hearing from you, whether it’s just to get to know each other or to discuss a specific project. If you’re interested, we’d love to schedule an initial personal discovery call to understand your needs.

This saves a lot of back-and-forth emails and usually helps both sides quickly determine whether we’re a good fit for a project together.