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Focus more on projects, less on processes.

HubSpot Sales Package for IT Service Providers

With our industry-proven implementation, you can ensure streamlined processes from the initial inquiry through to project completion.

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Here's how it works
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A CRM that grows with your IT projects.

As an IT service provider, you juggle leads, quotes, projects, and support requests every day. Varying project durations, unique customer requirements, and parallel sales and service processes can quickly make traditional CRM setups confusing.

That’s exactly why we’ve developed a proven sales package for IT service providers. It integrates processes for acquiring new customers and nurturing existing ones—all in an automated, transparent, and measurable way.

Centralized Lead & Deal Overview: From website leads to quotes to closed deals—all in a single, integrated structure.

Quotation Workflows & Deal Phases for IT Projects: Mapping retainers, project phases, change requests, and upsells.

Essential Information in Your Sales Milestones

Automation for Up-Selling and Cross-Selling Based on Individual Customer Signals

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What's inside?

Everything your sales team needs for fast and seamless sales.

Can't find your industry here? → B2B Sales Package

Specifically for your sales as an IT service provider

€5000 /month

Here's what you get:

  • HubSpot Deal Properties
  • HubSpot Contact Properties
  • HubSpot Company Properties
  • Two deal pipelines for new and existing customers with pre-built SaaS deal stages
  • Dependent required properties per deal stage
  • A workflow for automated processing of renewals for existing customers
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Specifically for your sales as an IT service provider

Features
Deal Characteristics
A wide range of deal features that make your SaaS sales easier.
Attributes such as Existing System/Product, Approval Status, Lead Source, Deadline, Challenges, Budget, Demo Feedback, Contract Expiration, Contract Type, Competitors, Product Fit, Proposal Date, Negotiation Partner, Expected Closing Date, Onboarding Manager, Customer Feedback, Reason for Expansion, New Requirements.

Deal Pipelines
Deal Pipeline for New Customers
With customized deal phases, such as a demo for new customers or expansion needs for existing customers
Deal Stages: Lead Qualified, Demo/Discovery Completed, Proposal Sent, In Negotiation, Won, Lost.
Deal Pipeline for Existing Customers
With customized deal phases, such as a demo for new customers or expansion needs for existing customers
Deal Stages: Need for renewal identified, needs assessment conducted, proposal sent, negotiation/approval, won, lost.
Conditional Phase Properties
Conditional phase properties can help the sales team add the most important information about a deal in a standardized way.
Each deal phase has conditional phase properties. Conditional phase properties can help the sales team add the most important information about a deal in a standardized way.

A Look Inside the Package

How do I get my sales package for IT services?

1

Fill out the form and grant HubSpot access

2

Transfer Amount

3

Get the HubSpot Sales Processes for IT Services Package

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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.