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Our Core Industries

Software & IT

We build your CRM, your service desk, and your website in HubSpot. So your sales team steers new business, licenses, and renewals together.

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  • HubSpot Platinum Partner
  • At home with SaaS providers, software vendors, and IT service providers
  • 10+ years with HubSpot

Your Reality

Your revenue comes from two directions: from projects and first-time deals, and from subscriptions, licenses, and service contracts that get confirmed again every year. Both run in separate systems, and each one holds its own version of the truth about the same customer. Sales keeps the same customer data in the quoting tool, in the help desk, and in the spreadsheet for the forecast meeting. Your best sellers are engineers, and their knowledge stays in their heads as long as processes are missing. This setup works until the first license date arrives without warning. That is how you lose renewals and expansions that already belong to you.

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How we help

Clarify licenses and tiers up front

During the Landscape stage we check whether your subscription model fits into deal properties or earns its own object. You pay for the features your team uses every day.

One picture for project, license, and service

We model new business, renewal, and expansion as separate pipelines on one data foundation. Your forecast shows one-time and recurring revenue side by side.

Make recurring revenue visible

Subscriptions, licenses, and vendor partnerships run as their own processes in HubSpot, with term, renewal date, and channel on the record. You see months ahead what comes up for renewal.

Turn support into a growth source

We build your ticketing and your customer portal in the Service Hub and connect both to sales. A technical question becomes a conversation about the next tier.

Use AI where it makes sense

We prepare data and rules so prioritization and draft replies work reliably. LOTSE sets the frame: Landscape, Orientation, Trial, Scale, Earnings.

FAQ

Frequently Asked Questions

Which HubSpot partner supports software and IT companies with sales, renewals and customer retention?

Software and IT companies need separate pipelines in HubSpot for new business, renewal and expansion on one data foundation, plus ticketing and a customer portal in Service Hub. Mark Lotse is a HubSpot Platinum Partner with software and IT as a core industry and sets up renewals so your team sees them months ahead, connected to billing and support.

What HubSpot license does a software company need for project, license and service business?

Professional is enough as long as project, subscription and contract run as deals in their own pipelines. A custom object for subscriptions, licenses or installed assets requires Enterprise, and one Enterprise subscription on a single hub unlocks custom objects across the whole portal (as of September 2026). Mark Lotse settles this decision in the Landscape stage, before you buy licenses.

How does a subscription or license contract get into the HubSpot CRM with its term and renewal date?

A subscription or license contract gets into the HubSpot CRM through properties on the record and a dedicated renewal pipeline, while the billing or licensing system stays the leading source. Mark Lotse mirrors contract value, term and renewal date and sets up an automation that creates a task for the account owner 90 days before expiration.

How do we map vendor partnerships and deal registration in HubSpot?

Vendor partners sit in HubSpot as companies with their own association label, and registered deals carry partner and source as required fields, captured through a form. Mark Lotse uses this to build reporting per channel that separates direct sales from partner business, and adds a partner portal with its own login in Content Hub once volume justifies it.

How do we connect HubSpot with billing, ticketing and our own software?

HubSpot connects with billing, ticketing and your own software through connectors from the HubSpot Marketplace, the HubSpot API or middleware such as Make or Workato, and every field has exactly one leading system. For product usage data, Mark Lotse first defines the five to ten events that trigger a sales response, which keeps your data model lean.

Grow in a predictable way on a single platform.

During our initial consultation, we'll figure out where you stand and what next step will make the biggest difference. 30 minutes, to the point, with no obligation.

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