Project Map It
Results
Client-verified- 88% Renewal rate, up from 76% before automated retention
- 68% Onboarding completion within 21 days, up from 42%
- $61K→<$2K Stripe-to-HubSpot reconciliation gap closed
- 75% Reduction in monthly reconciliation hours (28–32 → 6–8)
Industry
SaaS
Employees
11-50
Location
Arnold, MD
Services
Lead Generation
Duration
N/A
Budget
N/A
Problem
Project Map It, a B2B SaaS platform for home improvement contractors, ran its commercial operations on Excel. Subscription pricing across four tiers was recomputed manually each month, commissions were reconciled by hand with no privacy controls, renewals had no pipeline, and internal revenue differed from Stripe by about $61,000.
Solution
After a three-week audit, INSIDEA delivered in sprints: a seven-step calculated property chain that runs all four pricing tiers automatically, a renewal pipeline with 90-day forward visibility, per-rep commission dashboards with enforced privacy, a custom HubSpot-powered customer portal, and partner attribution dashboards.