of manual updates gone, with a real-time ServiceTitan sync that replaced a limited Zapier setup.
Clean data first. Then everything works.
AI, reporting and automation are only as good as the data under them. That’s why every engagement starts there. Clients are described by what they do; names stay private.
match rate across 2,860 installed systems, using custom objects and fuzzy matching.
conflicting workflows, all updating lifecycle stage, untangled across three connected systems.
saved in the first 30 days by our first two Breeze agents. We test on ourselves first.
“Pivot can help you turn a small in-house team into a powerhouse of HubSpot knowledge. Their tenacious support of a custom integration on our difficult ERP system was invaluable. Run, don’t walk, to Jane and her Pivot team!”
“Pivot has played a critical role in untangling an initial messy HubSpot setup that had over 40 workflow[s] updating the lifecycle stage. They have guided us on how to simplify our system and adhere to best practices, which has helped us to not only stabilize HubSpot, but also our HubSpot to Salesforce sync. … Jane and Christa have been an invaluable resource to our organization surrounding all things HubSpot.”
We know your business before the first call.
Integrators, manufacturers and rep firms. Our team has spent 20 years inside AV, so we already know the software, the channel and the service model.
Pivot for AV → Built for channel salesManufacturingInside sales, reps, distributors and direct in one view, with your ERP and CRM finally in sync.
Pivot for manufacturers → Jobs and techniciansHome servicesField service software like ServiceTitan in sync with HubSpot, so every job and technician note is on the customer.
Pivot for home services → Events to pipelineTech and SaaSEvents, prospecting and lead gen connected to pipeline, with reporting that shows leadership what’s working.
Pivot for tech → Long sales cyclesFintechOrigination, decisioning and servicing systems feeding one clean HubSpot data model.
Pivot for fintech →Clear prices. Fixed scope. No hourly billing.
Free Instant Audit
Connect HubSpot read-only. In about 2 minutes you get a Health Score and a fix list ranked by business impact.
Get my free auditHubSpot Admin Subscription
We run your HubSpot: daily monitoring, fixes, requests, AI upkeep and training, priced by complexity, not hours.
See what’s includedProject Blueprint
Paid discovery for integrations, data cleanup and AI. You get a field map, a design and a fixed price, credited toward programs from $10,000.
How the Blueprint worksSenior people. No hand-offs.
The people who scope your project are the people who build it.
Jane JohnsonFounder and Solutions Architect
Christa BenderDirector of Client Growth
Sandy CaniffDirector of AI Enablement
Chandler BoltonLead HubSpot Engineer
Wendi MillerDirector of Client OnboardingPlus Oscar, our AI agent. He answers first on chat, phone and email, any time of day, and hands anything complex to one of us.
Questions buyers ask first.
What does it cost to work with Pivot?
The Free Instant Audit, a 15-minute call with Jane and a custom HubSpot demo are free. The HubSpot Admin Subscription starts at $2,500 a month, onboarding starts at $2,500 per Hub, and a Project Blueprint for bigger projects is $2,500, credited toward the build. Every project has one fixed price agreed before we build. No hourly billing.
How long does HubSpot onboarding take?
Most teams are working in HubSpot in 3 to 4 weeks. Moving from Salesforce takes 6 to 12 weeks for most teams, and the Admin Subscription is live in 5 business days.
Who is Pivot a good fit for?
Mid-market and small enterprise B2B companies on HubSpot or evaluating it, especially in AV, manufacturing, home services, tech and SaaS, and fintech. Fit is about your HubSpot tier and how complex your business is, not headcount.
Is Pivot a HubSpot Solutions Partner?
Yes. Pivot has been a HubSpot Solutions Partner since 2014 and is now Platinum tier. Our gross revenue retention is 93.7%, as of October 2026.
Where is Pivot based?
Farmington, Utah, our only office. We work with clients across the US and around the world over email, Slack or Microsoft Teams, with video calls for kickoffs, demos and training.
Not sure where to start?
Fifteen minutes with Jane. You’ll leave with a next step, whether or not it’s us.