Free Instant Audit
Free
Read-only. Nothing in the portal changes. You keep the report either way.
Run my free audit5.0from 13 reviews, all 5 stars, on the HubSpot Solutions Directory
PlatinumHubSpot Solutions Partner since 2014
93.7%gross revenue retention, as of October 2026
2005In business since. The office is in Farmington, Utah.
On HubSpot · need it connected
Connect the systems HubSpot has to live with.
Quotes that match the ERP, jobs that show up on the deal, and reports finance trusts. We design the data model first, build the sync, then monitor it every day so it stays right.
ERP
Orders, inventory and customers in HubSpot, with a field map so the two systems don’t overwrite each other.
Finance
Accounting, origination and servicing feeding one HubSpot data model.
Field
ServiceTitan and similar platforms: jobs, technicians, equipment and warranties on the HubSpot record.
A native connector or HubSpot Data Hub comes first when it does the job. A custom integration starts with a $2,500 Project Blueprint, credited toward the build, then one fixed price. You keep the field map and sync design even if you build with someone else.
Hosting and maintenance
Custom integrations need a home. We run it.
A flat monthly fee, per integration. Native connectors don’t need this. You own the code.
Basic
$100/mo per integration
For stable, lower-volume integrations. Hosting, 24/7 uptime alerts and a monthly sync health report.
RecommendedStandard
$250/mo per integration
For integrations the business depends on. Adds API updates before they break anything, and up to 50,000 API calls a month.
Enterprise
$500/mo per integration
For high-volume integrations that run revenue. Up to 500,000 API calls a month, and a custom SLA.
HVAC company
ServiceTitan jobs in HubSpot in real time
A custom API replaced a limited Zapier setup, syncing job completions, technician notes, equipment and warranty records, and saving 8 hours a week of manual updates.
On HubSpot · need it working better
See what’s off, then hand HubSpot to a team.
Start with the free Instant Audit. Connect HubSpot read-only. In about 2 minutes you get a Health Score and a fix list ranked by business impact.
HubSpot Admin Subscription
From $2,500/mo
Daily monitoring, fixes, requests and AI upkeep, priced by complexity, never hourly.
See what’s included93.7%
gross revenue retention
As of October 2026.
Not on HubSpot yet · from $2,500 a Hub
Onboarding that teaches your team to run HubSpot with AI.
We set HubSpot up for your business, automate where it makes sense, then make your team expert at using HubSpot AI and the AI tools they already have. People stay on the work humans do best. See the full onboarding plan.
Traditional onboarding
Setup, then training videos. The portal is configured the vendor’s way, and the team can log in. After that, they wait.
Onboarding with Pivot
Your data, knowledge and rules come first. Your team builds each Hub with us, using Breeze Assistant, and leaves able to run HubSpot with AI.
Your data
Duplicates merged, fields standardized, and companies, contacts and deals tied together before anything is imported.
Your knowledge
Products, pricing, FAQs and playbooks loaded into HubSpot, so Breeze answers like your team.
Your rules
Lifecycle stages, deal stages, handoffs and owners, written once and used by every Hub.
What your team leaves able to do.
Most teams are working in HubSpot in 3–4 weeks and running it with AI by the end. The first Breeze agents go live in weeks 5–8, on your own knowledge. On the last day your admin builds a property, a workflow, a report and an agent with Breeze, and checks each one.
Breeze Assistant
Ask for the field, the workflow or the report, then check it against your naming rules before it goes live.
Breeze agents
Run and tune agents that answer from your own knowledge, and build an agent of your own.
Use the AI tool you prefer
Microsoft Copilot in Teams, Claude, ChatGPT or Grok, connected to HubSpot with the right permissions, to run HubSpot and run your business on it. The Copilot and Grok connectors are read-only, so they don’t change HubSpot data.
HubSpot credits
What AI work costs, and which jobs are worth it, so the pool doesn’t run dry mid-month.
A single Hub is $2,500, $3,500 or up to $5,000. Onboarding every Hub together, the Customer Platform, is $10,000, $13,500 or $17,500. Teams that pass the handoff can move to Self-Run at $1,500 a month. Each Hub’s price and timeline is on the onboarding page.
HubSpot Solutions Directory
5.0 from 13 reviews. All of them are 5 stars.
Quotes are from the directory. Clients are named by role and industry. Company names stay private. Read the reviews on the listing.
Pivot has been an absolute joy to work with. The entire team is smart, helpful, and explains things in a way that anyone on our team can understand. I cannot recommend them high enough.
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 workflows updating the lifecycle stage. Jane and Christa have been an invaluable resource to our organization surrounding all things HubSpot.
Straight answers
Before you book.
Does the first call cost anything?
No. The 15-minute call and the Instant Audit are free. We only charge once we start building, and every project has one fixed price agreed first.
What if we need HubSpot connected to other systems?
We design the data model first, then connect ERP, finance and field systems. A Project Blueprint is $2,500, credited toward the build. Custom integrations are hosted at $100, $250 or $500 a month. Native connectors need no hosting.
What if HubSpot needs to work better?
Start with the free Instant Audit. The HubSpot Admin Subscription starts at $2,500 a month. Retention on managed clients is 93.7% gross revenue retention, as of October 2026.
How is onboarding different from a traditional setup?
We set up your data, knowledge and rules for your business, automate where it makes sense, then teach your team to run HubSpot with AI. Traditional onboarding stops at setup and training videos. A single Hub is $2,500, $3,500 or up to $5,000. The Customer Platform, every Hub together, is $10,000, $13,500 or $17,500. Self-Run after the handoff is $1,500 a month.
What will our team be able to do with HubSpot AI?
On the last day your admin builds a property, a workflow, a report and an agent with Breeze, and checks each one. Breeze Assistant and Breeze agents are built into HubSpot. Microsoft Copilot (including in Teams), Claude, ChatGPT and Grok connect to it. The Copilot and Grok connectors are read-only, so they don't change HubSpot data. Your team also learns where HubSpot credits pay off. The first Breeze agents go live in weeks 5-8.
Which industries does Pivot work in?
AV, manufacturing, solar, home services, tech and SaaS, and fintech. Client names stay private.
Where is Pivot, and since when?
In business since 2005, and a HubSpot Solutions Partner since 2014, Platinum tier. The office is in Farmington, Utah.
Who you will work with
Senior people. No hand-off after the sale.
The 15-minute call is with Jane. The same team scopes the project and builds it.
Jane JohnsonFounder and Solutions Architect
Christa BenderDirector of Client Growth
Sandy CaniffDirector of AI Enablement
Chandler BoltonLead HubSpot Engineer
Wendi MillerDirector of Client OnboardingBook 15 minutes with Jane.
Bring where you are with HubSpot. You’ll leave with a next step, whether or not it’s us.