of manual updates gone, with a real-time ServiceTitan sync that replaced a limited Zapier setup.
93.7%gross revenue retention
50+integrations shipped
99.7%average integration uptime
Every Hubcertified, and run on our own business
Results
Clean data first. Then everything works.
AI, reporting and automation are only as good as the data under them. That’s why every engagement starts there. Clients are described by what they do; names stay private.
match rate across 2,860 installed systems, using custom objects and fuzzy matching.
conflicting workflows, all updating lifecycle stage, untangled across three connected systems.
saved in the first 30 days by our first two Breeze agents. We test on ourselves first.
“Pivot can help you turn a small in-house team into a powerhouse of HubSpot knowledge. Their tenacious support of a custom integration on our difficult ERP system was invaluable. Run, don’t walk, to Jane and her Pivot team!”
“Pivot has played a critical role in untangling an initial messy HubSpot setup that had over 40 workflows updating the lifecycle stage. Jane and Christa have been an invaluable resource to our organization surrounding all things HubSpot.”
Industries
We know your business before the first call.
Where we startedAV
Integrators, manufacturers and rep firms. Our team has spent 20 years inside AV, so we already know the software, the channel and the service model.
Pivot for AV → Built for channel salesManufacturingInside sales, reps, distributors and direct in one view, with your ERP and CRM finally in sync.
Pivot for manufacturers → Installs and assetsSolarInstallers, plants and systems tied together, with warranty and service history on the record.
Pivot for solar → Jobs and techniciansHome servicesField service software like ServiceTitan in sync with HubSpot, so every job and technician note is on the customer.
Pivot for home services → Events to pipelineTech and SaaSEvents, prospecting and lead gen connected to pipeline, with reporting that shows leadership what’s working.
Pivot for tech → Long sales cyclesFintechOrigination, decisioning and servicing systems feeding one clean HubSpot data model.
Pivot for fintech →How we work
Clear prices. Fixed scope. No hourly billing.
Free Instant Audit
Free
Connect HubSpot read-only. In about 2 minutes you get a Health Score and a fix list ranked by business impact.
Get my free auditHubSpot Admin Subscription
From $2,500/mo
We run your HubSpot: daily monitoring, fixes, requests, AI upkeep and training, priced by complexity, not hours.
See what’s includedProject Blueprint
$2,500
Paid discovery for integrations, data cleanup and AI. You get a field map, a design and a fixed price, credited toward programs from $10,000.
How the Blueprint worksWho you’ll work with
Senior people. No hand-offs.
The people who scope your project are the people who build it.
Jane JohnsonFounder and Solutions Architect
Christa BenderDirector of Client Growth
Sandy CaniffDirector of AI Enablement
Chandler BoltonLead HubSpot Engineer
Wendi MillerDirector of Client OnboardingPlus Oscar, our AI agent. He answers first on chat, phone and email, any time of day, and hands anything complex to one of us.
Not sure where to start?
Fifteen minutes with Jane. You’ll leave with a next step, whether or not it’s us.