Centralise

Every hour an enquiry waits, the customer is getting quotes from someone else. For home services and trades, the first reply often wins the job. Four numbers you already have, and one assumption you can move.

Missing renewal dates, unowned accounts and usage data that never reach the CRM. Churn looks sudden because the signals were never captured. We fix the foundations so retention becomes predictable.

Pick five real clients. For each one, try to answer three questions from HubSpot alone. No adviser inboxes, no spreadsheets, no back-office logins.

You know what you bill each month. This puts a number on the client hours that were never recorded against anyone. Four numbers you already have, one range, about two minutes.

Enter three numbers you already have. You'll get a range for the margin likely lost each year between the quote and the install.

Most companies run revenue across disconnected tools: a CRM for the deal, a document for the quote, a spreadsheet for the contract terms, and separate software for billing. Every handoff between them is a chance for the numbers to drift apart. Revenue Hub, implemented properly, puts the deal, the quote, the contract and the invoice on one connected record. Sales, finance and customer success work from the same revenue data instead of reconciling three versions of it.