HubSpot For Private Equity
Drive growth, streamline oversight, and maximize portfolio returns.
Private equity demands fast execution and full visibility. HubSpot delivers both. Its all-in-one CRM platform gives your portfolio companies the tools to launch quickly, operate efficiently, and scale without system fatigue.
- Rapid deployment timelines mean faster time to value
- Unified operations across sales, marketing, and service
- Scalable system architecture that grows with your investments
- Clearer reporting for more confident decisions
HubSpot isn’t just easier to use—it’s built for how PE operates.
Why Businesses Are Migrating to HubSpot
Adoption is accelerating and the results speak for themselves.
HubSpot is rapidly becoming the CRM of choice for modern companies. In the past year alone:
- +23% net new customer acquisition, driven by platform simplicity and unification
- +35% sales revenue growth in the first year post-migration
- +22% improvement in CSAT scores, powered by better engagement workflows
Cost savings are just as compelling:
- Uber Freight saved $180K annually after moving off Salesforce and Marketo
- Marq (Lucidpress) saved $77K in their first year after consolidating their tech stack
For companies prioritizing growth, adoption, and ROI, HubSpot consistently outperforms.
Why HubSpot Is Essential for Your Portfolio
Extend value and simplify oversight over longer holds.
With hold periods now averaging 5.7 years, standardized systems matter more than ever. HubSpot provides:
- A repeatable CRM playbook deployable across industries
- Centralized reporting and shared GTM infrastructure
- Lower costs, fewer vendors, and faster execution
Accelerated Value Creation
Rapid deployments allow new portcos to launch core GTM operations in weeks, not months. This leads to faster revenue generation and quicker realization of investment goals.
Scalability and Flexibility
HubSpot supports growing teams and complex structures without the need to replatform. It easily adapts to new markets, segments, and operating models.
Cost Efficiency
Reduces total cost of ownership through intuitive UX, minimal training, and fewer support hours. This frees up budget for growth-focused initiatives.
Portfolio-Wide Reporting
Standardizes data capture across portcos and centralizes it in your BI tools like Tableau or Power BI. Gives you apples-to-apples visibility in real time.
Standardized Operational Playbooks
Enables your firm to implement and repeat proven GTM and operational strategies across investments. Minimizes execution risk and accelerates time to value.
Vendor Consolidation
Replaces multiple point solutions with a unified platform. Simplifies vendor management and creates opportunities for volume pricing and tighter procurement control.
Comparing Top CRM Solutions for PE Companies
Private equity firms need their portcos to implement a CRM that supports customer engagement, sales visibility, and performance reporting. The leading options are Salesforce, HubSpot, and Microsoft Dynamics 365. Each platform has strengths, but HubSpot stands out for its combination of fast deployment, ease of use, customization, and strong integration capabilities. It is also the #1 recommended CRM on G2, ahead of both Salesforce and Dynamics.
| Feature | Salesforce | HubSpot | Microsoft Dynamics 365 |
|---|---|---|---|
| Time to Implement | 6-18 months | 3-6 months | 6-12 months |
| Cost | High, with added costs for customization. | Most cost-effective, strong bundling discounts. |
Moderate to high with initial costs higher than HubSpot. |
| Industry Focus | Broad, highly customizable across verticals. | Broad, flexible across industries. | Offers vertical-specific modules and prebuilt templates. |
| Integration Capabilities | Excellent, with thousands of available integrations. | Excellent, with strong native sync and app ecosystem. | Excellent, tightly integrated with Microsoft stack. |
| Customization | Extensive, but requires significant dev resources . |
Extensive and easy-to-implement customization. | Extensive, but often requires technical development. |
| Ease of Use | Complex, requires significant setup and maintenance. | User-friendly, low learning curve, fast ramp-up. | Moderate learning curve, longer onboarding time. |
| Best for | 10,000+ employee orgs with heavy customization needs | Mid-market or enterprise companies seeking a flexible, integrated CRM solution. | Firms needing industry-specific solutions out-of-the-box. |
Want to Get Started?
Let's Make Things Happen Together.
Improving operational efficiency across your portfolio is no small task. HubSpot gives you the tools to scale smarter, and Aptitude 8 makes sure it’s done right. We’ll guide you through every phase of implementation, tailored to each portco.
Let’s build your next success story. Book time with our CRO, Bryan Byler.