Stop running a recurring-revenue business on project-era tools.
The move from projects to managed services is where most integrators feel it first.
Contracts still live next to HubSpot, not in it
Service contracts and renewal dates sit in spreadsheets, so HubSpot can’t warn anyone before a renewal slips.
The proposal tool and HubSpot don’t agree
Deal stages get overwritten, amounts don’t match, and nobody sees true cost on the deal.
You pay for Hubs and AI you don’t use
Features and AI credits sit idle because nobody had time to set them up for how an integrator works.
Quotes that go underwater
Hardware costs and tariffs move after the quote goes out, and nobody sees the margin change until it’s signed.
Knowledge walks out the door
When a tech or PM leaves, what they knew about the customer leaves too.
An acquisition left you with three CRMs
Merging firms means merging data. Clean data protects the valuation.
We've worked inside AV, not just for it.
AV is our primary niche because it's where we come from. You won't spend the first month teaching us how the channel works.
Jane Johnson, founder
Worked for an AV manufacturer before founding Pivot, so she knows how marketing, sales and service run when every deal goes through the channel.
Christa Bender, CTS
Director of Client Growth. An AVIXA Certified Technology Specialist who worked for two AV integrators, so she knows proposals, projects, service contracts and what happens after the install.
Integrators, manufacturers and rep firms
Twenty years of AV work, and a HubSpot partner and customer since 2014. We know the AV channel, the industry-specific software it runs on, and how to make that software work with HubSpot.
The revenue operating system for an AV service business.
Every one of these is a context problem first. Bad context is worse than no AI, so we fix the data and the connections before we add anything clever.
Service contracts and renewals
Renewal pipelines, entitlements and alerts in Service Hub, so recurring revenue gets managed, not remembered.
True cost on every deal
Deal-level cost properties and aging-quote alerts, so you stop signing quotes that are underwater.
Proposal, dispatch, ERP and CRM in sync
Your proposal tool, field dispatch software (like Zuper) and ERP connected to HubSpot, with clear rules for which system owns each field.
Every call and text on the record
Aircall calls and voice agent, and Sinch texting (SMS, MMS and RCS), logged and summarized in HubSpot, so context doesn’t leave with people.
Acquisitions, cleanly merged
Portals consolidated and data cleaned, so the combined firm runs on one version of the truth.
AI that writes back
Governed agents that read your data, apply your rules and put the answer on the record.
Connected to the tools your techs and customers already use.
Every service visit, text and call lands on the customer record in HubSpot, so sales, service and the field see the same history.
Field dispatch, connected
Zuper or the field service software you run, connected to HubSpot, so service visits, techs and status updates reach the customer record. We've connected Zuper to HubSpot before.
Texting that looks like your brand
Visit reminders, on-the-way texts, service updates and review requests through Sinch: SMS, MMS with photos, and RCS with your logo and a verified sender. Every message is logged in HubSpot.
Every call answered
An Aircall voice agent answers after hours and during rush periods, opens a service ticket or books the visit, and logs the call in HubSpot with a summary.
Is your service business ready to scale recurring revenue?
Five questions for owners and ops leaders. See where contracts, renewals and entitlements break down, and what fixes it first.
Answer the first question to start. You'll get:
- A readiness score out of 100
- Where it breaks down today
- What to fix first
Check a quote before it’s signed.
Margin now: about 26.6%
Quoted at 30%. The hardware cost change adds about $3,360 to your cost, so you’d keep about $26,640 if it’s signed today.
- Quote age60 days · re-check
- Margin lost3.4 points
Add deal-level cost properties and aging-quote alerts to your HubSpot, and this gets caught before the customer signs.
Every customer location, the rooms you’ve equipped and the rooms you haven’t, so account managers see expansion opportunities at a glance.
Get more from the HubSpot you have.
Most AV portals we see have the pieces, just not connected. Start with what you already pay for.
- Free instant auditConnect HubSpot read-only. See your Health Score, top issues and unused AI credits in minutes.
- Fix the seamsConnect your proposal tool and ERP, and clean the data between them.
- Add what HubSpot can’tReporting beyond native, and agents that write back, where Breeze stops.
- Keep it runningThe HubSpot Admin Subscription, from $2,500 a month.
Work we've shipped.
We describe our AV clients by what they do and keep their names private.
An AI agent that writes decisions back to HubSpot
The agent reads member data, applies the alliance’s rules and writes its judgment into HubSpot properties, where workflows act on it.
Executive reporting beyond native HubSpot
A reporting layer on HubSpot data for the leadership team, with views HubSpot’s own reports can’t build.
A NetSuite sync that stopped corrupting deals
Fixed the sync, then built a pipeline with quote-to-deal mapping, approvals and live inventory from NetSuite.
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!
Where we show up.
What INBOUND means for AV integrators
Our takeaways from HubSpot's conference, written for integration firms.
Read the article →AEO for AV
How integrators and manufacturers get named when buyers ask ChatGPT who to call.
Get your AEO score →AI for AV, without the hype
Where Breeze helps an integrator today, and where it stops.
See AI Enablement →What you'll want to know.
Do you work with AV integrators or AV manufacturers?
Both. We work with integration firms of every size, commercial to residential, as they move to recurring revenue, and with marketing, sales and service teams at AV manufacturers and AV software companies. Residential and custom install firms follow our home services playbook: leads, scheduling, service plans and reviews.
Can HubSpot manage AV service contracts and renewals?
Yes. We build renewal pipelines, entitlements and alerts in Service Hub, so HubSpot warns your team before a renewal slips instead of someone keeping a list. Techs can see a customer's entitlements on the record before a site visit.
Will our proposal tool, dispatch software and ERP work with HubSpot?
Yes. We connect your proposal tool, field dispatch software like Zuper, and your ERP to HubSpot, with clear rules for which system owns each field, so deal stages and amounts stop getting overwritten. Deal-level cost properties and aging-quote alerts catch quotes that go underwater before the customer signs.
Why choose Pivot for HubSpot in AV?
AV is where we come from. Jane worked for an AV manufacturer before founding Pivot in 2005, and Christa, an AVIXA Certified Technology Specialist, worked for two AV integrators. With 20 years in the AV channel and a HubSpot partnership since 2014, you won't spend the first month teaching us how the channel works.
Talk to people who’ve worked at AV integrators.
Fifteen minutes on your contracts, quotes and systems. You’ll leave knowing what to fix first, whether or not we work together.