Free and premium plans

Job description

15 minutes quote to signature 3x deal conversion rate Create quotes with prompts, not spreadsheets. Reps build quotes using simple chat prompts without leaving their workflow. Breeze, HubSpot’s AI, crafts the quote, approvals, and rules, using complete customer context, so every quote they send is the right one, not just a fast one. Build personalized quotes fast with AI prompts and a visual editor Third-party AI providers are contractually prohibited from training their models on your data. Customers review, sign, and pay in one place Closing agent answers customer questions 24/7 Signed quotes flow straight into contracts and billing 20 invoicing hours saved per month 50% reporting time saved Keep billing up to date for every agent and rep. When a quote is accepted, billing kicks off automatically. No manual invoice creation, no handoffs. Every contract record, change, and renewal lives in HubSpot, so your agents and reps get the same clean revenue data. Bill accurately through every mid-contract change Reps renew and upsell from full contract history Build real-time revenue reports with complete data 155 payment admin hours saved 25% faster time to close using payments Let payments collect themselves. Once a deal closes, payments flow back to your CRM. Breeze prioritizes who's overdue, reaches out on your team's behalf, and handles follow-up, so your reps focus on the conversations that actually need them. Collect using HubSpot payments via card, ACH, and more Revenue agent (beta) chases overdue invoices Customers can pay via customer agent or billing portal Payment status stays current in HubSpot and integrated tools See Revenue Hub in action. How quoting, billing, and payments work as one connected system. BENEFITS Built for every revenue team Sales closes faster. Customer success catches renewals and spots upsells earlier. Finance closes the month with consistent revenue data. RevOps runs one system, not many. Go from quote to close, faster. Reps can build quotes with simple chat prompts without leaving their workflow — so they spend their time selling, not configuring. The faster sales can send quotes, the faster the deals can close. Catch every renewal and expansion signal. Most expansion opportunities don't announce themselves. They hide in billing history, contract changes, and renewal dates. Revenue Hub surfaces them automatically. Sales and Customer Success see billing history, future commits, and payment status without leaving the CRM — so they start renewal conversations from opportunity, not catch-up. One revenue number. Every team. Finance closes the month from the same revenue truth as sales. RevOps replaces a web of integrations with one connected revenue system. And you can let your team can even access HubSpot's revenue data from their favorite AI tools via MCP and APIs to create collections dashboards, reconciliation reports, and more. For finance teams that sync invoices from QuickBooks into HubSpot, revenue agent (beta) works on top of existing invoice data to automate collections and customer communications. Finance leaders can reduce days sales outstanding (DSO) and improve cash flow without migrating away from their existing accounting or billing system. Real challenges. Real teams. Real revenue results. "Now the quote can speak for itself. Having accurate billing information flow straight through to invoicing, subscription activation, and renewals is huge for us — and customers know exactly what they’re getting upfront." Donavyn Mendonça Manager, Revenue Systems, Workleap Read the full case study about workleap 15 minutes from quote to signature 10% of manager's time saved “What we’ve built is the ability to walk away and trust that what we’ve set up will do what it’s supposed to do automatically. Before, everything was manual. Now we can focus on sales and customer success instead of chasing invoices.” Alli Trenor Solutions Specialist, Acumen Read the full case study about Acumen 20+ admin hours saved per month 0 missed renewals “HubSpot payments saves so much time, especially if you have a complex system with different service lines. I would tell anyone to move to HubSpot payments.” Angela Florez Marketing Director, Apps Without Code Read the full case study of Apps Without Code 5 tools eliminated 10+ hours saved per month Point solutions bolt on. Revenue Hub is built in. How Revenue Hub compares. Most revenue processes run in fragmented point solutions or spreadsheets — separate from the CRM. The result: an incomplete revenue picture that lacks context. Revenue Hub is built into HubSpot, so every rep, agent, and team works from the same complete revenue picture. CAPABILITY REVENUE HUB POINT SOLUTIONS LEGACY CRM Connected quote to contract to payment Revenue context available to every agent and human — Natural language prompts across all revenue workflows — API and native Claude connector for agentic extensibility (more API tools coming soon) — Includes capability — Partial/inconsistent capability <img src="https://www.hubspot.com/hs-fs/hubfs/image-png-May-27-2026-07-07-56-2697-PM.png?width=14&height=14&name=image-png-May-27-2026-07-07-56-2697-PM.png" width="14" height="14" style="width: 14px; height: auto; max-width: 100%;" srcset="https://www.hubspot.com/hs-fs/hubfs/image-png-May-27-2026-07-07-56-2697-PM.png?width=7&height=7&name=image-png-May-27-2026-07-07-56-2697-PM.png 7w, https://www.hubspot.com/hs-fs/hubfs/image-png-May-27-2026-07-07-56-2697-PM.png?width=14&height=14&name=image-png-May-27-2026-07-07-56-2697-PM.png 14w, https://www.hubspot.com/hs-fs/hubfs/image-png-May-27-2026-07-07-56-2697-PM.png?width=21&height=21&name=image-png-May-27-2026-07-07-56-2697-PM.png 21w, https://www.hubspot.com/hs-fs/hubfs/image-png-May-27-2026-07-07-56-2697-PM.png?width=28&height=28&name=image-png-May-27-2026-07-07-56-2697-PM.png 28w, https://www.hubspot.com/hs-fs/hubfs/image-png-May-27-2026-07-07-56-2697-PM.png?width=35&height=35&name=image-png-May-27-2026-07-07-56-2697-PM.png 35w, https://www.hubspot.com/hs-fs/hubfs/image-png-May-27-2026-07-07-56-2697-PM.png?width=42&height=42&name=image-png-May-27-2026-07-07-56-2697-P