CRM

Sapien + HubSpot

Use your HubSpot data where it lives. Get pipeline and revenue decomposition, traceable insights, and repeatable workflows that connect CRM to finance.

How Sapien connects to HubSpot.

API or data warehouse

Deals, contacts, and revenue stay in your stack. No rip-and-replace.

Your pipelines and properties

We map pipelines, stages, and properties so analyses use your definitions and connect to GL and ops data.

CRM + financial in one place

The Company Engine understands relationships so you can answer questions across pipeline, bookings, and actuals.

Learn more about HubSpot.

What your team can do with Sapien.

Connect driver-level analysis, traceability, and repeatable workflows to your day-to-day decisions.

Pipeline and revenue decomposition that explains the number

HubSpot gives you the pipeline; Sapien decomposes why revenue moved. Get full variance walks and drill to deal and segment level with citations, so you can answer 'why did we miss?' in minutes.

One analytical layer across HubSpot and finance

Combine HubSpot with your ERP, spreadsheets, or data warehouse in one place. Sapien understands relationships so sales ops and finance work from a single source of truth.

Repeatable workflows for pipeline and revenue reviews

Turn the analysis you run every month into Workflow Agents that run identically each period. Shift from manual pipeline reviews to a consistent cadence.

Board-ready output with full traceability

Every number links back to source data and assumptions. Export to Excel, PDF, or slides in the format your board expects.