Best SaaS HubSpot Experts and Agencies for 2026
You’re probably already using HubSpot. The forms work, your emails go out, and CRM looks fine on the surface. But underneath, there are problems. Your lifecycle stages don’t match your funnel, attribution is inconsistent, and sales and marketing aren’t looking at the same data. You’re spending huge budget, but can’t clearly see what’s driving qualified pipeline.
This guide is for SaaS teams that want HubSpot to actually work. Not as a tool that collects leads, but as a system that shows where growth comes from and how to scale it. Below are the top experts and agencies who help fix the structure, improve tracking, and make your CRM something your team can rely on.
Why Your SaaS Company Needs a HubSpot Expert
Most SaaS companies use HubSpot for basic tasks like sending emails, collecting leads, or managing the sales pipeline. But they miss out on everything else it can do. Without the right setup, the platform becomes cluttered, hard to trust, and disconnected from actual revenue goals.
Why Most SaaS Teams Underuse HubSpot
The most common issue is that teams treat HubSpot as a tool for managing contacts, not as a system for understanding how users move through the funnel. That means:
- Lifecycle stages are either missing or broken
- Contacts come in from paid campaigns but don’t get qualified or routed properly
- Teams don’t trust the reports, so they end up building separate dashboards elsewhere
- Attribution is limited to first-click or last-click
- Sales doesn’t see the full context of where leads came from or what they did before booking a call
Without clear structure, HubSpot becomes a database, not a growth system.
Common HubSpot Issues in SaaS Setups
- Lifecycle stages are inconsistent or unused
- Workflows are duplicated, outdated, or conflict with each other
- Reporting shows volume, not revenue influence
- Attribution is basic or incorrect
- The handoff between marketing and sales is unclear
- Paid leads aren’t properly tracked past form fill
- Trial or signup data isn’t integrated
These issues make it hard to see what’s working and what needs fixing. Teams end up guessing or reacting too late.
How Experts Help
A good HubSpot expert does more than “optimize.” They fix the structure so your team can actually use it.
Here’s what they typically help with:
- Clean up lifecycle stages so leads move through the funnel in a trackable way
- Build workflows that reflect how your business actually works
- Set up attribution so you know what channels bring in pipeline
- Connect paid campaigns to revenue
- Create dashboards for key roles (founders, sales, marketing)
- Clean up and tag contacts properly
- Align HubSpot with your sales motion and product data
The result: your CRM starts to work the way your business runs. You stop guessing. You start tracking the right numbers. And your team saves hours each week trying to get the data they need.
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Best SaaS HubSpot Marketing Experts in 2026
1. Jovan Miljevic (SaaS Consultancy)
Jovan helps SaaS companies fix their CRM, track what matters, and build systems that support real growth. His focus is on setting up clear lifecycle stages, improving attribution, and giving teams visibility into what drives pipeline and revenue.
He’s worked with over 100 SaaS companies across different stages. His typical projects involve full HubSpot audits, funnel diagnostics, and paid acquisition strategies tied to unit economics, not just lead volume.
Key strengths:
- CRM structure, lifecycle clarity, and funnel tracking
- Reporting systems aligned with CAC, LTV, and sales velocity
- Paid media diagnostics tied to real revenue influence
Proven results:
- $3.9M pipeline generated from $297k in spend
- CAC payback reduced from 18 months to 8
- Early-stage startup scaled from $5K MRR to $240K ARR
Jovan leads SaaS Consultancy and is often the person other teams call when their HubSpot setup looks fine on the surface but nothing connects. His work helps SaaS founders and growth leads move faster, clean up complexity, and scale with confidence.
2. Trevor Brooks
Trevor is a hands-on HubSpot consultant who focuses on cleaning up CRMs and fixing the way SaaS teams track their funnel. He works with companies that have outgrown their setup and need better structure, cleaner data, and reporting that makes sense.
His approach is practical. He removes duplicate fields, aligns lifecycle stages, and builds workflows that show where leads are in the process. He also helps teams set up multi-touch attribution so they can track how deals are really being influenced.
Key strengths:
- HubSpot CRM cleanup and workflow audits
- Funnel structure and lead lifecycle automation
- Multi-channel attribution frameworks
Proven results:
- Reduced customer acquisition cost by 40%
- Increased lead conversion rates by 35%
Trevor is a good fit for SaaS companies that have a working CRM but no visibility into how it performs. He helps teams fix the system behind the scenes so they can make better decisions without adding complexity.
3. Ben Wilson
Ben works with SaaS companies that need to connect HubSpot to the rest of their sales and marketing tools. He specializes in technical setups like HubSpot–Salesforce integrations, large contact migrations, and building automation that replaces manual work.
He helps teams clean up data flows, fix attribution, and get accurate tracking across systems. His automations often involve Zapier, custom workflows, and structured lead handoffs between marketing and sales.
Key strengths:
- HubSpot–Salesforce integration
- Zapier and custom workflow automation
- Attribution and cross-platform tracking
Proven results:
- Increased qualified leads by 40%
- Migrated over 100,000 contacts with no data loss
- Saved one client 30+ hours a week through automation
Ben is a strong choice for SaaS companies that want to connect HubSpot to a wider tech stack, fix broken data, and free up their team from manual reporting and lead routing.
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Best SaaS HubSpot Marketing Agencies in 2026
The right agency brings process, capacity, and structure to your growth efforts. They help SaaS teams fix how HubSpot works across marketing, sales, and paid acquisition. This list focuses on agencies that understand SaaS funnels, build clean reporting, and align HubSpot with the way your company actually grows.
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1. Bounty Hunter
Bounty Hunter is a performance-focused agency that works with SaaS companies to connect paid campaigns, CRM workflows, and real revenue tracking. Their team combines HubSpot expertise with deep experience in PPC, SEO, and funnel optimization.
They’re known for building lead-to-revenue tracking systems, aligning lifecycle stages with actual buyer behavior, and helping teams stop wasting budget on campaigns that don’t convert.
Key strengths:
- Full-funnel tracking from ad click to closed deal
- HubSpot lifecycle and attribution setup
- Paid acquisition alignment with CRM data
Best for:
SaaS companies that run active paid media and need to connect HubSpot with what’s driving actual pipeline.
2. theorytwenty7
theorytwenty7 is a certified HubSpot agency with a decade of experience supporting SaaS companies. They focus on setting up HubSpot to drive monthly recurring revenue, improve lead flow, and align marketing with sales through clear automation and reporting.
They handle everything from onboarding to advanced automation and often work with teams that are scaling quickly and need structure built around their growth motion.
Key strengths:
- HubSpot onboarding and technical setup
- Lifecycle and lead stage automation
- Sales and marketing alignment through CRM
Best for:
SaaS teams that need a partner to build a clean HubSpot foundation, drive efficiency, and scale lead volume without losing visibility.
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3. Bay Leaf Digital
Bay Leaf Digital is a SaaS-focused agency that manages full HubSpot setups from onboarding to day-to-day operations. They work closely with internal teams to improve lead generation, set up ABM programs, and ensure data across the funnel is tracked and used properly.
They’re known for being hands-on. That includes building workflows, cleaning up CRM structure, and integrating HubSpot with the rest of your SaaS stack.
Key strengths:
- HubSpot setup, management, and optimization
- Account-based marketing programs
- CRM structure and multi-channel integration
Best for:
Early-stage or growth-stage SaaS companies that want hands-on HubSpot support without hiring in-house ops.
4. Kalungi
Kalungi is a full-service marketing partner for B2B SaaS companies. They’re a HubSpot Platinum Partner with a strong track record in helping companies build long-term marketing operations that scale. Their team focuses on structure, alignment, and repeatable systems—not just campaigns.
They support everything from HubSpot onboarding and CRM cleanup to sales enablement and revenue reporting.
Key strengths:
- Structured onboarding and CRM configuration
- Sales and marketing process alignment
- Long-term operational strategy and reporting
Best for:
SaaS companies that want a full marketing operations partner to help build and maintain a scalable GTM foundation inside HubSpot.
5. Kiwi Creative
Kiwi Creative is a digital agency that works with B2B SaaS companies to improve HubSpot performance, build demand, and connect content strategy with revenue outcomes. They focus on using HubSpot to track real results, clean up outdated processes, and improve how teams convert leads into customers.
They often support SaaS teams that already have HubSpot but need help fixing tracking, lifecycle stages, or reporting.
Key strengths:
- HubSpot cleanup and optimization
- Content-driven demand generation
- Lifecycle and reporting improvements
Best for:
SaaS companies with an existing HubSpot setup that want better reporting, cleaner automation, and tighter alignment between content, campaigns, and sales.
What To Look For When Hiring a HubSpot Expert
Choosing the right person saves you time, budget, and future cleanup. Here’s what to look for when hiring someone to work on your HubSpot setup.
1. HubSpot Partner Status
This is not required, but it shows the expert has met certain standards. You can check the HubSpot Partner Directory to confirm their status.
2. Experience With SaaS
Make sure they have worked with B2B SaaS companies before. Ask for examples tied to results like CAC, trial conversion, or ARR.
3. Clear Portfolio of Projects
Ask for examples of their past work. They should be able to show dashboards, lifecycle builds, workflow logic, or funnel tracking they’ve built.
4. Knowledge of Lifecycle and Attribution
If they skip over lifecycle stages or tracking, they likely won’t be able to show what is driving pipeline. These are core for SaaS growth.
5. CRM Cleanup and Structure
The right expert can clean up your CRM, align lifecycle stages, and build a structure your team can trust. Campaigns matter, but structure lasts longer.
6. Clear Communication
You should understand what they are fixing, how it helps, and what results it supports. If they only speak in buzzwords or system jargon, that’s a red flag.
Consultant vs Agency: What’s Better for SaaS?
Whether you choose a solo expert or a full agency depends on your team’s goals, internal capacity, and how much support you actually need. Here’s how to decide.
When a Consultant Is the Right Fit
A consultant works best when you already have a small team in place and just need someone to fix specific problems. This could be cleaning up your lifecycle stages, setting up attribution, or building dashboards. Consultants are also ideal when you want to audit your CRM, run diagnostics, or design systems that your team can manage after setup.
Use a consultant when:
- You want deep focus on structure, tracking, and CRM cleanup
- You have in-house marketers or RevOps that need expert input
- You need fast help on one part of the system
When an Agency Makes More Sense
Agencies give you more capacity. If your team is stretched thin, or you need execution on top of strategy, an agency can handle setup, content, automation, and even campaign ops. Good agencies also bring process and structure that’s hard to build from scratch.
Use an agency when:
- You need both strategy and hands-on implementation
- Your team is small or focused on product and sales
- You want a partner that can run systems long-term
When You Might Need Both
Some SaaS companies hire a consultant to run a full audit and rebuild, then bring in an agency to run execution and ongoing support. Others keep a consultant on retainer for key input while an agency runs the day-to-day operations.
Final Thoughts
Most SaaS teams outgrow their HubSpot setup without realizing it. The forms still work. Emails still go out. But the data is off, the reports don’t add up, and the system no longer supports how the business actually runs.
The experts and agencies listed here are trusted by SaaS companies because they don’t just run campaigns. They fix the structure. They align marketing and sales. They make it possible to track what works and double down on what’s driving real pipeline.
If your CRM feels disconnected from growth, it’s probably time to fix the system behind it.
Book a free discovery call to see how we can clean up your HubSpot, improve tracking, and build reporting that shows what actually drives revenue.
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