A case study
CodeCave consolidated fragmented CRM systems into HubSpot, unifying 20,000+ records and streamlining operations through 30+ automated workflows.
A SaaS provider serving global clients with complex operational needs across multiple legal entities (US and EU). Following a series of acquisitions, the company needed to consolidate data, streamline support, and automate commercial processes.
A SaaS provider, serving clients across multiple legal entities following several acquisitions, faced significant operational fragmentation. Customer and commercial data were scattered across inherited CRM systems (Zoho Books, Teamleader, Vtiger, Koalify), resulting in duplicate records, inconsistent customer journeys, and siloed support processes.
The SaaS provider recognized the need for a unified CRM, streamlined support escalation, and automated commercial workflows to ensure operational excellence and support future growth.
Support Ops
Sales Ops
Accounting Department
After the evaluation we defined
HubSpot Learn in detail
A SaaS company engaged CodeCave to architect a unified operational hub centered on HubSpot CRM, with advanced integrations to existing systems. After evaluating several consolidation and automation platforms, Specifi selected CodeCave for their deep expertise in CRM migration, SaaS automation, and custom workflow engineering.
CodeCave designed and implemented a solution that consolidated over 20,000 CRM records, resolved duplicates, and connected HubSpot to Jira for a two-tier support pipeline – enabling seamless escalation of technical cases to development teams.
The deployment included 30+ custom, code-based workflows automating the full revenue cycle, from lead capture and deal management to quoting, trial provisioning, and payment collection via Stripe. This transformation empowered Specifi to centralize operations, enhance data integrity, and drive efficiency across the business.
Numbers that speak for themselves
20 000+
Unified 20000+ CRM records
+30
+30 automated workflows
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Yaroslav Zhmayev
Solution Architect, CTO
