Connect marketing, sales, and project delivery with a seamless integration between Severa and HubSpot.

Severa is a professional services management platform that helps organizations manage sales, projects, resourcing, time tracking, and billing in one system. This powerful integration eliminates silos between customer data, sales pipelines, and project execution—giving your entire organization a single, reliable view of customers, revenue, and project performance.

With Severa and HubSpot working together, teams no longer need to manually recreate data in multiple systems. Customer and contact information stays aligned, sales opportunities flow smoothly into projects, and project billing is transparently connected back to sales results. The result: better collaboration, better insights, and better customer experiences.

Align Sales and Project Delivery

Sales teams can work in HubSpot using best-in-class sales tools, while project and delivery teams operate in Severa—with full visibility between the two. When deals move forward or projects evolve, everyone stays informed. Sales sees what’s happening in production, and delivery teams understand what was promised to the customer.

Turn Deals into Profitable Projects

Track the full customer journey from first deal to final invoice. Compare what was originally sold with what was actually delivered and billed, helping teams understand profitability, improve forecasting, and make smarter decisions. This transparency builds trust between sales, finance, and project teams.

Empower Marketing with Real Customer Data

Marketing teams gain valuable insight into real customer relationships—not just leads. Understand which services customers have purchased, who your active customer contacts are, and which customers generate the most revenue. This enables more relevant campaigns, better segmentation, and stronger customer retention.

Create Better Customer Experiences

Automate customer touchpoints across the lifecycle. For example, feedback surveys can be triggered when a project is completed, ensuring timely insights into customer satisfaction. Feedback and NPS results are visible where teams need them, supporting continuous improvement and stronger relationships.

One Source of Truth, No Duplicate Work

By synchronizing data across both platforms—including custom fields—the integration ensures that information is always up to date and consistent. This reduces manual work, prevents errors, and allows teams to focus on what matters most: selling, delivering, and growing.