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Recommended HubSpot setup

05 / 10

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks advanced pipeline management, finance offer tracking, and automated sales-to-service handovers.

  • Revenue Hub

    Professional

    Enables contract-led billing, e-signatures, and automated recurring revenue collection for Aftercare SMAs.

  • Service Hub

    Professional

    Provides the framework for managing customer-owned equipment and automated service chasing workflows.

Key outcomes enabled

  • Leadership gains a Single Source of Truth for the entire machine fleet across sales and service.
  • The Aftercare team automates 100% of service chasing, reducing manual coordinator workload.
  • Finance receives accurate, automated invoices in Acumatica, reducing month-end reconciliation time.
  • Sales efficiency increases by triggering Syrinx advice notes directly from HubSpot deals.
  • Recurring revenue is protected through automated 60-day renewal notifications and CPI-linked price adjustments.
  • Data integrity is maintained through a governed integration between HubSpot, Syrinx, and Acumatica.

Why this setup

A configuration matched to your stage of growth, not the loudest tier.

The combination of Sales and Revenue Hub at the Professional and Enterprise levels provides the necessary architectural depth to manage complex machine lifecycles and automated billing. This setup moves Horizon away from manual spreadsheet tracking into a governed, scalable environment that supports both capital sales and recurring service revenue.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Manual rekeying into Syrinx

    Capability

    Webhook-triggered integration

    Hub

    Sales Hub Professional

  • Challenge

    Disconnected Aftercare billing

    Capability

    Contract-led billing and payments

    Hub

    Revenue Hub Professional

  • Challenge

    Tracking 1,000+ machines

    Capability

    Custom Objects (Machines/Sites)

    Hub

    Sales Hub Enterprise

  • Challenge

    Manual service chasing

    Capability

    Automated sequence and workflows

    Hub

    Service Hub Professional