Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Symbe Subscription - Pro / per user or Enterprise / per user plans
Overview

1/5 - Create deal-winning business cases in seconds.
Symbe lets you create deal-winning business cases in seconds. Applied across all stages of the sales cycle, Symbe business cases help sales teams deliver value-selling at scale.
Qualification: They help qualify faster and more accurately by using them as a 'value hypothesis' during qualification.
Discovery: They serve as a step-by-step visual guide to talk through the buyer’s: Challenges & pain points and the key outcomes that are important to them.
Presentation: During your demo, the business case is used to connect the business value to the different product features presented.
Stakeholder buy-in: The business case is configured in collaboration with your prospect, it then becomes their own decision-making tool -enabling them to sell your solution internally with your outcomes.
Contract Sent: The business case provides reassurance during this final stage of the buyer decision-making process, where buyer risk is most heightened.
Deals that use a Symbe business case as early as qualification have a 61% win-rate.
Create or Modify a Business Case
You can create and modify each prospect's business case directly from your HubSpot deal record.
Collaborate with your Prospects
Invite and collaborate with your prospects on the business case, enabling you to align on the outcomes that matter most to them and help showcase maximum value from your solution.
Customize the Business Case for each Deal
Intuitively customize each business case to support Discovery. From your prospect's branding to specific outcomes, each business case adapts to each one of your prospects.
Features

Intelligent Business Case Creator
Build deal-winning business cases in seconds, directly from your HubSpot deal record. - Build a value hypothesis to qualify a prospect - Establish the key value drivers for each deal - Connect the value outcomes to your demo - Collaborate with your buyer on the business case - Equip your buyer with the business case to secure buy-in

Sync Business Cases from your HubSpot Deal
Switch between your HubSpot deal and Symbe business cases. - Update your outcomes as you build your deal - Select and connect a business case with any deal in your HubSpot deals pipeline - Brand your business case for each prospect
App Functionality
Shared Data
Business Cases | ||
Business Cases | ||
Users |
Reviews
- Mar 25, 2025
Transformational for ROI-led selling
We’ve been working with the Symbe team since the early days and were one of the first adopters of their platform. It has completely changed the way we present time-to-value, ROI, and the long-term impact of CRM investment within HubSpot. Symbe has helped us and our clients move beyond generic benefits and into clear, quantifiable outcomes. This is especially valuable when selling into complex stakeholder groups or navigating longer sales cycles. It is now a key part of how we position strategic initiatives like CRM transformation and multi-service retainers.
The integration with HubSpot is seamless, the interface is clean and intuitive, and the platform makes it easy to model ROI, cost of delay, and compound value over time. The templates are also excellent, providing a strong starting point while still allowing for customisation.
Earnden, P.
- Mar 24, 2025
Adds a lot of value for sales people with easy to use AI tools
Easy to configure. Love how easy it is for our sales people to quickly generate business cases.
Floitgraf, K.
Pricing
Pro / per user
£75
/monthFor sales teams seeking to deliver high volume value-selling.
Unlimited custom business case templates
AI business case narrative builder
Customer sharing and collaboration tools
Custom content and outcomes library
Fully configurable variables naming
Slide importer
PDF generator
Unlimited customer branding
Currency adaptor
Admin and team training
1:1 team onboarding sessions
Business case usage analytics
Pro / per user
£75
/monthFor sales teams seeking to deliver high volume value-selling.
Unlimited custom business case templates
AI business case narrative builder
Customer sharing and collaboration tools
Custom content and outcomes library
Fully configurable variables naming
Slide importer
PDF generator
Unlimited customer branding
Currency adaptor
Admin and team training
1:1 team onboarding sessions
Business case usage analytics
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 12/03/2025
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