We are a digital marketing agency and our clients subscribe to multiple products that we offer (i.e. social media, website hosting, google ads, etc.) I'm looking for an easy way to look at a company record and be able to quickly identify what subscriptions each client has. But, more than that, we need to be able to track details associated with subscriptions like level of service, start date, and other minor details.
Does anyone know of a way to do this in Hubspot now or know of an app that could help with this?
This sounds like a use case for custom objects in HubSpot. These would let you associate your own custom object (in this case subscriptions) with contact, company and deal records.
If pricing is prohibitive, you could also go with ticket records. They're not originally meant to be used like this but it would work. Each ticket could be a subscription that you can customize to include level of service, start and end date etc. This would also make reporting on subscriptions quite easy.
If you're already using tickets as an actual customer support or service objects, you would simply create a separate pipeline and call it 'Subscriptions'.
Last but not least, you could look into third-party solutions like Chargebee or Billwerk. Whether this makes sense depends on how many subscriptions you're managing and how complex your overall setup is. It probably doesn't make sense, I just want to highlight that there are companies which integrate well and focus on this particular use case.
Let me know if you have follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
This sounds like a use case for custom objects in HubSpot. These would let you associate your own custom object (in this case subscriptions) with contact, company and deal records.
If pricing is prohibitive, you could also go with ticket records. They're not originally meant to be used like this but it would work. Each ticket could be a subscription that you can customize to include level of service, start and end date etc. This would also make reporting on subscriptions quite easy.
If you're already using tickets as an actual customer support or service objects, you would simply create a separate pipeline and call it 'Subscriptions'.
Last but not least, you could look into third-party solutions like Chargebee or Billwerk. Whether this makes sense depends on how many subscriptions you're managing and how complex your overall setup is. It probably doesn't make sense, I just want to highlight that there are companies which integrate well and focus on this particular use case.
Let me know if you have follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer