Infinite Renewals + HubSpot Partnership
Game-Changing Solutions for Customer Success and Support Leaders
We’re thrilled to announce our partnership with HubSpot, a move that combines the best of technology and strategy to deliver unparalleled Customer Success and Support solutions through HubSpot’s Service Hub and Customer Success Workspace.
Why Infinite Renewals Is Your Go-To Partner
Infinite Renewals stands out in the crowded field of solution integrators. While many focus solely on technical implementation, we elevate your experience by bringing over 100 years of combined Customer Success and Support expertise to the table.
Custom Solutions for Your Needs: Our consultative approach ensures that Service Hub is perfectly tailored to your specific business challenges.
Accelerated Implementation: Go live in weeks, not months, with a team that prioritizes speed without sacrificing quality.
Strategic Insight: We understand the operational nuances that drive customer success because we’ve been there.
How Brevity Transformed Customer Success with HubSpot
A fast-growing SaaS team replaced spreadsheets and manual tasks — and saw a 30% productivity boost in just two weeks.
Client Overview:
Brevity is an innovative Series A startup revolutionizing the way sales teams close deals and meet quotas with AI-driven roleplay tools. Their platform empowers teams with personalized, high-impact solutions to accelerate the sales process. However, like many growing companies, Brevity faced significant operational challenges within their Customer Success (CS) team.
-
Before integrating HubSpot's Customer Success Workspace, Brevity’s CS team faced several inefficiencies that affected their ability to meet key objectives such as renewals and upsells. These included:
Dependency on Spreadsheets: Outdated methods for managing data introduced both errors and work delays, significantly slowing productivity.
Manual Processes: Identifying at-risk accounts required lengthy, resource-intensive manual effort.
Lack of Centralized Tools: Without unified systems, the team had limited visibility into customer health and engagement opportunities, making prioritization and long-term planning nearly impossible.
These inefficiencies created a ripple effect, making day-to-day activities cumbersome and reducing the team's ability to proactively address customer needs and growth opportunities.
-
To overcome these challenges, Brevity implemented HubSpot's Customer Success Workspace, a robust platform designed to streamline Customer Success workflows. With the integration of HubSpot, Brevity’s CS team gained access to:
Centralized Data Management to eliminate spreadsheet dependencies and provide accurate, real-time insights.
Automated Processes to simplify renewals, monitor customer health, and identify risks faster.
Unified Workspace for Collaboration: Teams across the company could now work within a single platform, rather than juggling multiple disconnected tools.Spreadsheets: Outdated methods for managing data introduced both errors and work delays, significantly slowing productivity.
Manual Processes: Identifying at-risk accounts required lengthy, resource-intensive manual effort.
Lack of Centralized Tools: Without unified systems, the team had limited visibility into customer health and engagement opportunities, making prioritization and long-term planning nearly impossible.
These inefficiencies created a ripple effect, making day-to-day activities cumbersome and reducing the team's ability to proactively address customer needs and growth opportunities.
-
Brevity’s rollout of HubSpot’s Customer Success Workspace was highly efficient, completed in just two weeks—far faster than the typical three-month CSP integration. This rapid deployment minimized downtime and let the team immediately focus on results.
We began with a Customer Journey assessment. Within a week, we developed tailored Playbooks for Relationship tasks by tier, Risk plays, and a Renewal Workflow. These were then validated with the team, along with detailed inputs for individual tasks, escalation paths, and acceptance criteria. A custom health score was also created using available data and CSM sentiment.
Next, we configured the system: building essential fields like Renewal, Revenue, and CSM Sentiment, and creating workflows to ensure seamless data handoff from Sales to CS.
From there, we built Playbooks using workflow automation. Triggers were based on Health Score changes or upcoming Renewal dates, automatically assigning tasks to CSMs within their dashboards. We also provided dynamic email templates tailored to condition type (e.g., risk, renewal, QBR).
Finally, we created a weekly Red-Yellow-Green (RYG) report for CS meetings. While many CSPs charge up to $10k for Renewal Centers, we delivered a tailored solution directly within HubSpot’s CRM framework—efficient, powerful, and cost-effective.
“This not only helped our CS team meet its goals, it positioned us as a truly customer-focused organization ready to scale. We spend less time digging through spreadsheets and more time actually engaging with our customers.”
The Results
Since adopting HubSpot's Customer Success Workspace, Brevity has seen impressive results:
30% Increase in Productivity: Automation and streamlined processes allowed the team to focus on high-value activities rather than time-consuming manual tasks.
Seamless Collaboration Across Teams: By working entirely within HubSpot, Brevity eliminated the inefficiencies of switching between tools, fostering better communication and alignment.
Enhanced Customer Insights & Risk Management: With centralized data and clear visibility into customer health metrics, the CS team could quickly prioritize accounts and address risks proactively.
According to Customer Success Head Alisa Nelson, these improvements “not only helped the CS team meet their goals but also positioned Brevity as a customer-focused organization ready to scale sustainably.” Instead of having to spend a lot of time digging through spreadsheets, the team can easily dive into the tasks that have been auto-assigned to them, so that they can focus on getting higher customer engagement. In addition to that, Brevity is an AI focused company, so they have their notetaker and tasks being fed into Breeze, so the weekly Red Yellow Green meeting is extremely efficient, with it being more focused on solutioning that having to research each customer.
Key Takeaways
Brevity’s success highlights the power of leveraging a robust Customer Success platform like HubSpot to drive measurable outcomes. By eliminating inefficiencies through automation, centralized data, and streamlined processes, Brevity:
Accelerated operational efficiency with a 30% productivity boost.
Reduced the complexity of adoption with a rapid two-week rollout.
Enhanced customer retention and upsell opportunities through deeper, data-driven insights.
How Can HubSpot Service Hub Help Your Business?
If your business is facing challenges similar to Brevity’s, HubSpot's Customer Success Workspace could be the solution you need. Its capability to streamline workflows, boost productivity, and improve customer relationships makes it an ideal tool for scaling companies looking to optimize their post-sales strategies.
Take the next step to empower your Customer Success team and achieve consistent, scalable growth with HubSpot.
How INNERGY Streamlined Its Customer Success Workflow with HubSpot
A fast-growing ERP company gains alignment, automation, and a scalable CS foundation.
Client Overview:
INNERGY is a cloud-based ERP and design software provider for the woodworking and custom manufacturing industries. Their platform supports estimating, design, project management, inventory, and scheduling workflows. As the company scaled, it needed a better way to unify data from multiple systems and gain real-time visibility into Customer Success (CS) metrics like retention, churn, and customer health.
-
Before HubSpot, INNERGY relied on a disconnected toolset — including Pendo, NPS software, and manually tracked education metrics. This made it difficult for Customer Success Managers (CSMs) to access or share reliable health insights across teams.
There was no standard process for managing at-risk accounts, running monthly check-ins, or tracking renewals and business reviews. Without a centralized platform, CS engagement was inconsistent, reactive, and difficult to scale.
-
HubSpot’s Customer Success Workspace was implemented to solve these problems by:
Centralizing data from internal tools and third-party platforms into one real-time dashboard
Automating workflows for risk alerts, check-ins, renewals, and QBRs
Creating a shared system where CS, Implementation, and Sales could collaborate effectively — without switching tools
This gave INNERGY’s team both operational visibility and consistency in execution.
-
The entire rollout was completed in under one month — well below the typical three-month window for CS platform deployments.
Key milestones included:
Health Score Design – A model blending internal CSM sentiment with external product usage data via Hook
Workflow Playbooks – Documented flows for risk management, renewals, and business reviews using a simple, scalable approach
System Integration – Internal and third-party data sources connected to HubSpot, with automated triggers and task flows aligned to each playbook
“Building Raving Fans has been our mission since day one. The Health Scores that HubSpot provides help us know who’s a Raving Fan, and who still needs some work. Preparing this environment in HubSpot was a huge win. We didn’t have to bring in yet another system when HubSpot is already our source of truth.”
The Results
INNERGY’s rollout of HubSpot’s Customer Success Workspace led to:
● Improved visibility into customer health
● Increased consistency and proactivity in CS engagement
● Better alignment between CS and Sales
● A scalable foundation for future CS process enhancements
This case underscores the value of investing in HubSpot’s Customer Success Workspace, a purpose-built Customer Success platform that reduces inefficiencies and empowers teams with actionable insights.
Key Takeaways
Brevity’s success highlights the power of leveraging a robust Customer Success platform like HubSpot to drive measurable outcomes. By eliminating inefficiencies through automation, centralized data, and streamlined processes, Brevity:
Accelerated operational efficiency with a 30% productivity boost.
Reduced the complexity of adoption with a rapid two-week rollout.
Enhanced customer retention and upsell opportunities through deeper, data-driven insights.
How Can HubSpot Service Hub Help Your Business?
If your business is facing challenges similar to INNERGY’s, HubSpot's Customer Success Workspace could be the solution you need. Its capability to streamline workflows, boost productivity, and improve customer relationships makes it an ideal tool for scaling companies looking to optimize their post-sales strategies.
Take the next step to empower your Customer Success team and achieve consistent, scalable growth with HubSpot. Book your free consultation today!
Customer Success + HubSpot Revamp | MakeMusic
A full CS lifecycle redesign and HubSpot optimization to drive proactive account management and long-term retention.
Client Overview:
MakeMusic is a leading music software company known for products that support music creation, education, and performance. As their customer base expanded and their operations matured, they needed to evolve their Customer Success function to be more proactive, scalable, and tightly integrated with their HubSpot ecosystem.
Their existing CS processes lacked standardization across onboarding, engagement, and renewal phases, and task workflows were spread across disconnected tools. To keep up with growth, they needed a more strategic, data-informed approach to managing customer relationships and lifecycle outcomes.
-
MakeMusic’s Customer Success lifecycle had grown increasingly complex as their customer base expanded. The team lacked a unified view of the CS journey — onboarding experiences were inconsistent, health signals were scattered, and CSMs were juggling fragmented tools and manual workflows.
Without standardized processes or a centralized system in HubSpot, CSMs found it difficult to prioritize accounts, manage renewals, or engage proactively with customers. The lack of reliable automation made it hard to scale.
-
We led a full redesign of MakeMusic’s CS program, centered around HubSpot’s Customer Success tools. Our focus was on creating structure, clarity, and scalability.
Key initiatives included:
Onboarding Redesign — Defined success milestones and streamlined handoffs to improve early-stage outcomes
Health Scoring — Built a tiered model using HubSpot’s new Health Score tool, with thresholds by customer segment
Lifecycle Engagement Playbooks — Designed tier-based engagement models (e.g., monthly check-ins for Tier 1)
Renewal Strategy — Structured outreach aligned to health and tier
CSM Workspace Optimization — Deployed HubSpot’s CS workspace to centralize workflows
Automation Cleanup — Audited and refined task workflows to reduce noise and improve reporting reliability
-
The rollout began with a deep-dive audit of the existing CS model and HubSpot instance. From there, we:
Built custom Health Scores segmented by tier and data source
Mapped onboarding and renewal workflows to CS team actions
Defined playbook logic based on lifecycle timing, health triggers, and account tier
Configured the HubSpot CS workspace to prioritize upcoming tasks, renewals, and alerts
Cleaned up overlapping or conflicting automation to streamline daily operations
Each piece was built for adaptability — designed to grow with the team as customer needs evolve.
“Infinite Renewals expertly implemented key functionalities, including Health Scoring, segmented Renewal Workflows, and comprehensive Relationship Workflows. A significant benefit has been the creation of at-risk signaling alerts, empowering our Customer Success Management team with proactive visibility…
Their team has been consistently positive, professional, responsive, and proactive. Their strategic guidance and precise execution have built a strong foundation for improved customer retention and account management efficiency. We highly recommend them.”
The Results
MakeMusic’s redesign of their Customer Success lifecycle — powered by HubSpot — led to:
● Improved clarity and structure across the CS journey
● Proactive account engagement using tiered health scoring
● Streamlined daily workflows with centralized task management
● More consistent and timely renewal outreach
● A scalable, adaptable CS framework built entirely in HubSpot
This case highlights the impact of a well-structured Customer Success program. By leveraging HubSpot’s Customer Success Workspace and aligning engagement with account health and lifecycle stage, MakeMusic built a foundation for more efficient operations, stronger renewals, and long-term customer growth.
Key Takeaways
MakeMusic’s success reinforces the value of aligning Customer Success strategy with a unified, data-driven system:
● A well-defined, tiered CS model helps teams focus on the right accounts
● Health scoring and lifecycle playbooks drive consistent, proactive engagement
● Streamlined workflows reduce friction and increase reliability
● Maximizing HubSpot’s native tools eliminates the need for additional platforms
How Can HubSpot Service Hub Help Your Business?
If your team is juggling manual workflows, missing visibility, or struggling to scale Customer Success, HubSpot’s Customer Success Workspace can provide the clarity and structure you need. From health scoring to renewals and automation, it creates the conditions for consistent, proactive engagement — all within the tools you already use.
Your CS team deserves clarity, consistency, and real results. Let’s build that with HubSpot — book your strategy call today.
Our Tiered Service Packages
Whether you’re laying the foundation or scaling complex CS operations, our packages are built to meet you where you are. Every tier is designed to streamline renewals, improve retention, and give your team the tools they need to succeed — all powered by HubSpot’s Service Hub.
Bronze Package
Starting at $15,000
Best for early-stage teams building a strong foundation.
Highlights:
Full Audit and review of exisiting CS Processes
Full CS data setup (renewal dates, MRR, ARR, segments)
Custom renewal pipeline + deal gate configuration
Workflow automation for renewals and risk
Health score creation
At-risk and QBR automation
Single dashboard view for the entire CS workflow
This is your base layer: strong infrastructure, automated processes, and a clear system for tracking success.
Silver Package
Contact for Scoping
Built for scaling teams ready to add insights and onboarding automation.
Everything in Bronze, plus:
CSAT survey flows + testimonial/feedback automation
Onboarding pipeline with custom workflows and field logic
Role-based access controls and permissioning
Advanced reporting (choose 2 dashboards):
Customer Overview
Renewals & Retention
Account Engagement
Silver adds the analytics and feedback systems that help you grow smart
— not just fast.
Gold Package
Contact for Scoping
Designed for mature orgs with complex CS motions, handoffs, and segmentation needs. Replace your expensive CSP or Support system
Everything in Silver, plus:
Full suite of Advanced Playbooks:
Handoff, Onboarding, Offboarding, Low Engagement, etc.
Segmented health scores and renewal flows
Multi-model customer scoring logic
Access to all advanced dashboards
Onboarding scoring and process optimization
Gold gives you high-definition customer visibility, system-wide automation, and the strategic tooling to scale with confidence.
When you partner with Infinite Renewals, you’re accessing more than a service provider—you’re unlocking strategic expertise that prioritizes measurable results.
How We’re Redefining Success
Customer Success Workspace
We design scalable, intuitive workflows that empower your Customer Success leaders to proactively increase retention while reducing friction.
From ticketing systems to knowledge base enhancements, Infinite Renewals ensures your Service Hub is built to actually work for your team and your customers.
Service Hub Excellence
By integrating HubSpot’s leading tools with our domain expertise, you’ll benefit from an ecosystem designed to elevate your customer experience and deliver ongoing value. This partnership ensures your business is fully equipped to build sustainable growth and drive customer satisfaction.
Why This Partnership Matters
Trusted by Leaders in Customer Success
-
![]()
"Customer Success teams are the engine behind great customer relationships, and ultimately, retention and growth. Infinite Renewals and GreenShoot Innovation bring end-to-end expertise in helping businesses fully leverage HubSpot’s Service Hub to create seamless, efficient, and impactful customer experiences. We’re excited to see this partnership help more teams turn CX into a true growth driver."
-Paul F. Weston, VP of Product and GM of Service Hub, HubSpot
-
![]()
"There’s no such thing as pre-sales and post-sales when it comes to customer data. We can no longer afford to have critical customer information scattered across CRMs and customer success platform siloes. That’s why I couldn't be more excited about HubSpot’s Service Hub and Success Workspace release, which brings a more connected approach to customer success. I’m also proud to back and partner with Jeff and the Infinite Renewals team, HubSpot’s leading system integrator for service and success platforms."
-Jay Nathan, Partner, GreenShoot Innovation (and former Chief Customer Officer)
