OpenServed

HubSpot-focused agency offering AI-first CRM implementation, RevOps, marketing automation and web services.

5 Client-verified badges

15 case studies

IPS Group Client-verified
Lead Generation
Manufacturing
51-200 Employees
N/A
San Diego, CA
N/A
  • 100% Lead routing accuracy
  • 0 Cross-region leakage
  • Single click RFQ generation
  • Real-time Pipeline visibility
AdLib Media Group Client-verified
Lead Generation
Marketing
1-10 Employees
N/A
New York, NY
N/A
  • 370% Deal creation growth
  • 73 Deals in a single week
  • 85.43% Pipeline in active deals
  • Reduced avg ticket resolution time
nOps Client-verified
Lead Generation
SaaS
51-200 Employees
N/A
San Francisco, CA
N/A
  • 3+ Years of embedded HubSpot partnership
  • 100% Salesforce decommissioned
  • 51% Email open rate (vs 20% benchmark)
  • 177% Top rep quota attainment
Project Map It Client-verified
Lead Generation
SaaS
11-50 Employees
N/A
Arnold, MD
N/A
  • 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)
Skid Pro Client-verified
Lead Generation
Manufacturing
11-50 Employees
N/A
Alexandria, MN
N/A
  • 100% Product matching accuracy after SKU restructuring
  • 6 weeks Sales team fully onboarded and operational on HubSpot
  • Real-time Order sync replacing hours of batch polling delay
  • 22 users Onboarded with full role-based permissions
Lead Generation
Professional Services
201-500 Employees
N/A
Dallas, TX
N/A
  • 3 Dedicated pipelines architected for Sales, SellSide, and BuySide motions
  • 8+ NDA lifecycle stages automated from request to Q&A follow-up
  • 100% Client-only portal access for off-market opportunities, gated by login
  • 169 Active CRM users across 35 Sales Enterprise and 135 Core seats
Lead Generation
Fintech
201-500 Employees
N/A
Palo Alto, CA
N/A
  • 105K+ Buyer records migrated with full association integrity through custom API migration
  • 44K+ Legacy deals migrated across regions, duplicates merged, activity history preserved
  • 163 Active CRM users across Marketing, Operations, Finance, Servicing, Technology Consulting
  • 4 Operating regions unified into one pipeline view: US, India, Mexico, UAE
Lead Generation
Manufacturing
N/A
N/A
N/A
N/A
  • 73% Reduction in operator hours managing follow-ups (15 hrs/week → 4 hrs/week)
  • 100% Daily active CRM usage maintained since training (March 12)
  • 5→0 Manual deal-to-order handoff steps eliminated through automation
  • 50→12 Pipeline stages collapsed into two clean, purpose-built pipelines
Lead Generation
Professional Services
N/A
N/A
N/A
N/A
  • 50% High-Intent Leads Identified
  • 42% Faster Sales Response Time
  • 62% Reduction in Manual Monitoring
  • 43% More Qualified Opportunities
Lead Generation
SaaS
N/A
N/A
N/A
N/A
  • $29.41M Deal pipeline value
  • +238% Email engagement growth
  • 2 Tools retired
  • 1 Source of truth
SEO, Content Marketing, Lead Generation
Environmental Services
N/A
N/A
N/A
N/A
  • 82% Organic Traffic Growth
  • 6,228+ Monthly Visits
  • 192K Monthly Impressions
  • 12 Months Time to Results
PPC
Healthcare
N/A
N/A
N/A
N/A
  • 433% Growth in Monthly B2B Leads
  • 70% Reduction in Cost Per Lead
  • 3.5x Landing Page Conversion Increase
  • 5.98% Google Ads Click-Through Rate
Lead Generation
Fitness
N/A
N/A
N/A
N/A
  • 8 Clubs Unified on a Single Platform
  • 5 New Clubs Onboarded Without Data Conflicts
  • 50101 Booking Records Synced into HubSpot
  • 3 Existing Integrations Preserved Without Disruption
Branding
Professional Services
N/A
N/A
N/A
N/A
  • +68% Follower Growth
  • +50% Connection Requests
  • 295K+ Total Impressions
  • 4,881% Engagement Increase
Lead Generation
Manufacturing
N/A
N/A
N/A
N/A
  • AU $9.63M Revenue tracked
  • 1 Source of truth
  • Auto-sync Deal owner + status
  • Real-time Pipeline insight