Case Study ยท Client lifecycle and revenue operations
Hub
Hub is a single command center for managing every client relationship from first conversation to long term account. Pipeline, client records, partner referrals, update requests, checklists, documents, and revenue all live together.
The Challenge
Where it started.
As a service business scales, client information spreads across a CRM, spreadsheets, email, and a ticketing tool. Nobody has a complete picture of an account or of recurring revenue.
The goal was one secure place to see every client, every open request, and the health of the business at a glance.
What We Built
The platform.
Client records
A complete profile for every account, including products and history.
Pipeline
Deals tracked by stage from first contact to signed.
Partner and affiliate tracking
Referral partners and the accounts they bring in.
Update requests
Incoming client requests queued, assigned, and resolved.
Checklists and documents
Repeatable onboarding checklists and organized client files.
Revenue reporting
Recurring revenue and account health reporting for leadership.
Architecture and Security
- Authenticated, role based access with row level security
- Unified data model connecting clients, deals, partners, and requests
- Server side business logic with validated inputs
- Reporting built directly on live operational data
The Outcome
Leadership sees every client and every dollar of recurring revenue in one place.
Requests and onboarding follow the same process every time.
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Purio
Multi tenant field service SaaS
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