For HubSpot Reps Who Need a Technical Partner

A Software-First HubSpot Partner

Unlike most HubSpot partners who started as marketing agencies, Clevyr started as a software company. With 15+ years in custom software and a team of Solutions Architects ready to support your sales process, we bring the technical depth to close and deliver complex deals.

The Right Opportunities for Clevyr

When to Bring Us In

Custom Integrations & Automations
When HubSpot needs to talk to everything else.
Enterprise CRM Rollouts
Multi-team, multi-system complexity.
Client Portals & Internal Tools
Software products tied into HubSpot.
RevOps Strategy & Architecture
Dedicated SAs, not “first come first served".

Bring a Deal to Clevyr

Your Confidence, Their Assurance

Credentials That Close Deals

These industry-recognized accreditations demonstrate our dedication to best practices, innovative solutions, and delivering measurable results for every client.

Services Offered

Turning Roadblocks Into Results

We understand the challenges your prospects face when considering HubSpot adoption. Here’s how we help you overcome objections and close deals

Disconnected Systems and Inefficient Workflows

Many businesses juggle disconnected tools like Salesforce and QuickBooks. Clevyr integrates them into HubSpot, creating a unified platform that streamlines workflows and boosts productivity.

Compliance and Security Concerns

Compliance can be a roadblock for regulated industries. Clevyr configures HubSpot to meet standards like HIPAA, helping clients in healthcare and other sensitive sectors close deals with confidence

Lack of Data-Driven Insights

Actionable insights drive growth. Clevyr customizes HubSpot dashboards and reports to highlight metrics, ROI, and opportunities. For companies using the Entrepreneurial Operating System, we also build EOS scorecards to track priorities.

Difficulty Scaling Operations

Growth can be chaotic without scalable systems. Clevyr configures HubSpot to streamline pipelines, relationships, and workflows for smooth scalability.

Our Custom Services Offered

Custom Needs Beyond Out-of-the-Box Solutions

When off-the-shelf HubSpot isn’t enough, Clevyr delivers custom solutions.

Real-Time Application Tracking for HubSpot

Clevyr's Applications component allows you to track and manage applications, orders, and service requests in real time. Integrated with HubSpot, it provides live updates, a customizable interface, and automatic notifications to keep your team and customers informed. This streamlines your process, improves transparency, and ensures everything stays on track.

Custom Assessments and Insights for HubSpot

Clevyr's Assessments tool lets you create customizable assessments to gather valuable insights from clients, employees, or customers. Integrated with HubSpot, it automates data collection and analysis, offering multi-step forms, custom scoring, and personalized results. This makes it easy to collect feedback, generate leads, and make data-driven decisions.

Community and Membership Tools for HubSpot

The Community component helps you manage memberships, foster engagement, and build thriving online communities. With tools for membership enrollment, renewals, and content distribution, this module is perfect for loyalty programs, exclusive forums, and member-based organizations. It simplifies communication and keeps members engaged with personalized experiences, all integrated within HubSpot.

eCommerce Solutions for HubSpot

The eCommerce module empowers businesses to manage their online stores, handle orders, and engage customers with loyalty programs—all within HubSpot. From customizable storefronts to real-time order tracking and automated abandoned cart recovery, this component helps you streamline operations and grow your eCommerce business efficiently.

Event Planning and Execution for HubSpot

Clevyr's Events tool allows you to easily plan, manage, and execute events of any size, whether virtual or in-person. Fully integrated with HubSpot, it automates registration, tracks attendees, and manages follow-ups, helping you create a smooth event experience while keeping participants engaged before, during, and after your events.

Learning Management System (LMS) for HubSpot

The Learning component is a comprehensive Learning Management System (LMS) that helps you create, manage, and track educational content for employees or clients. With tools to build courses, monitor progress, and award certifications, this module makes it easy to deliver training programs and track learner outcomes, fully integrated with HubSpot.

Partnership Management for HubSpot

The Partners component helps you manage relationships with business partners, affiliates, or collaborators. It automates partner onboarding, tracks performance, and provides custom dashboards for partner engagement. Integrated with HubSpot, this tool allows you to build stronger partnerships and streamline your collaboration efforts.

Professional Proposal Creation for HubSpot

Clevyr's Proposals module simplifies the process of creating and managing professional proposals. With customizable templates, automated workflows, and performance tracking, this tool allows you to build detailed, accurate proposals that help you close deals faster—all while keeping everything organized in HubSpot.

“I thought what they were promising sounded too good to be true. They have delivered on every promise and then some.”

- C. Frost, Marketing Manager (Healthcare)

Expertise Across Sectors

Industries We Serve

We partners with organizations across a wide range of fields to deliver solutions tailored to their unique challenges. Our expertise helps teams work smarter, improve experiences, and drive sustainable growth.

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Technology

Powering Growth for Technology Companies

Clevyr helps technology companies scale by optimizing their revenue operations, streamlining their HubSpot integrations, and enhancing their digital marketing strategies. Whether you're a SaaS startup or an established tech firm, we align your marketing, sales, and service teams to drive efficiency, improve customer experience, and accelerate growth.

Education

Transforming Engagement for Education Organizations

Clevyr partners with educational institutions and EdTech companies to create seamless digital experiences that drive enrollment, engagement, and retention. From CRM integrations to automated marketing and recruitment strategies, we help you connect with students, educators, and stakeholders more effectively—ensuring long-term success in a rapidly evolving landscape.

Healthcare

Streamlining Growth for Healthcare Organizations

Clevyr helps healthcare providers, medical technology companies, and wellness organizations enhance patient engagement, improve operational efficiency, and maintain compliance—all within HubSpot. From EHR integrations to automated patient communication, we create seamless workflows that support better care and sustainable growth.

NGOs & Not-for-Profits

Empowering Impact for NGOs & Nonprofits

Clevyr helps mission-driven organizations amplify their reach, streamline donor engagement, and maximize operational efficiency. With tailored HubSpot solutions, we enable nonprofits to automate fundraising, improve volunteer coordination, and build lasting relationships—so you can focus on making a greater impact.

Manufacturing

Driving Efficiency for Manufacturing Companies

Clevyr helps manufacturers optimize their sales, marketing, and service operations with tailored HubSpot solutions. From streamlining lead management to enhancing customer relationships and automating workflows, we empower manufacturing businesses to improve efficiency, scale operations, and drive revenue growth in an increasingly digital world.

Real Estate

Accelerating Growth for Real Estate Professionals

Clevyr helps real estate firms, property managers, and developers streamline their sales and marketing processes with HubSpot. From automating lead nurturing to enhancing client relationships and optimizing workflows, we empower real estate professionals to close deals faster, improve efficiency, and scale their business with ease.

Professional Services

Optimizing Growth for Professional Services Firms

Clevyr helps consulting, legal, financial, and other professional services firms streamline client acquisition, enhance relationship management, and improve operational efficiency. With tailored HubSpot solutions, we automate workflows, optimize marketing and sales strategies, and ensure seamless client experiences—so you can focus on delivering exceptional service.

CRMs & Databases

Salesforce, FileMaker, iMIS, MC Trade, RAMCO, Tessitura

Finance & ERP

SAP, Sage, CCH

eCommerce & Membership

Shopify, Track PMS, Meadows

Marketing & Engagement

ActiveCampaign, Sonar, Fortress

DevOps

AWS, Google Cloud, Sophos, Snowflake

Technical Excellency

A 30% Efficiency Boost

We implemented HubSpot for a growing SaaS company, integrating their fragmented systems and increasing operational efficiency by 30%

Driving Revenue

A 25% Pipeline Growth

By overhauling revenue operations for an eCommerce client, we helped grow their sales pipeline by 25% within six months.

No Surprises

Pricing Built Around Your Needs

Every project is unique, but we’ve designed pricing options to give you clarity and flexibility.

Share these options and pricing with our downloadable PDF.

HubSpot Advisory Program

Starting at $1,500/month

For teams that don’t need full-scale managed services but want a trusted partner to provide regular insights, quick troubleshooting, and expert recommendations, our HubSpot Advisory services offers the perfect balance of flexibility and value.

Monthly check-in to review priorities and share feature updates
Access to our team for questions and quick troubleshooting
Proactive recommendations for optimization opportunities
On-demand quoting for implementation or project work

HubSpot Continuous Care

Starting at $3,500/month

Hands-on support, optimizations, and training to keep your HubSpot portal running smoothly.

Weekly check-ins
Portal documentation & maintenance
Lead segmentations, lists, reporting
Training across all hubs
New feature implementation & training
Priority support

RevOps Growth Partners

Starting at $10,000/month

Strategic alignment of marking, sales, and service for measurable revenue growth.

Executive level strategy sessions
RevOps playbook (processes, roles, KPIs)
Assist with change management, Hubspot adoption and governance
Tech stack optimization & integrations
Real-time revenue dashboards
Funnel & pipeline analysis
GTM strategy, attribution, forecasting
Hands-on initiative implementation
Weekly check-ins
Training & enablement across all hubs

* For our ongoing services only
* Implementations & integrations are project based, which typically begin at $20k+

Ready to Stop Fighting Your Technology?

Let's build something that actually works for you.

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