Custom CRM UI for SaaS Sales

For a fast-growing SaaS company, managing subscriptions across multiple products was a nightmare. Sales reps had to switch between HubSpot, Stripe, and their internal admin panel to see a customer's full billing history.

The Challenge

• Context Switching: Reps spent 20% of their time just looking for data.
• Error-Prone Manual Billing: Creating new subscriptions required manual copying of IDs between systems.
• Limited Visibility: No easy way to see churn risk or upgrade potential within the CRM.

The Solution

We leveraged the new HubSpot UI Extensions (React) to build a "Billing Command Center" directly inside the HubSpot contact and company records.

1. Unified View: A custom React card that fetches and displays Stripe subscription data in real-time.
2. Actionable Buttons: Reps can now trigger upgrades, pauses, or cancellations with one click, without leaving HubSpot.
3. Automated Sync: Every billing action triggers a background sync that updates HubSpot properties for reporting and automation.

The Result

• 30% Increase in Sales Efficiency: Reps handle more calls with less administrative overhead.
• Reduced Churn: Better visibility into billing issues allowed for proactive outreach.
• Seamless Experience: The sales team now has a single source of truth for both relationship and financial data.

Want to bring your external data into HubSpot? Start a project.