Replace HubSpot, Harvest and PandaDoc

One system in place of three tools and the spreadsheet between them. The deal, the work and the billing stay connected throughout.

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The short answer

Where the stack stops.

The default agency stack: a sales CRM, a time tracker and a proposal tool, with a spreadsheet stitching them together. Each is good at its own job and none of them know about the others.

Verbial replaces HubSpot for CRM, Harvest for time and PandaDoc for proposals with one connected system: the deal becomes the proposal, the yes becomes the invoice, and the numbers agree. Keep the stack if you rely on HubSpot's marketing automation or PandaDoc's non-sales documents.

What HubSpot + Harvest + PandaDoc does well

Each tool is mature at its one job, and new hires already know them.
HubSpot's marketing automation depth if you sell to thousands of leads.
PandaDoc's non-sales documents and Harvest's project-tool integrations.

What changes with Verbial

One set of numbers that agree at month end. No spreadsheet in the middle.
Everyone sees the right slice. Hours for the team, budgets for the leads, cost for admins.
Retainers pace themselves as the team logs time.
Bring HubSpot and Harvest history across. Preview first, undo in one click.

Side by side

Verbial against HubSpot + Harvest + PandaDoc.

Agency workflowWith VerbialWith HubSpot + Harvest + PandaDoc

RecordsOne company record from lead to renewalThree records, synced by Zapier or by hand

Deal to proposalThe won deal opens the proposal, client filled inPandaDoc pulls fields from HubSpot

Proposal to invoiceAutomatic on approvalManual, or a Zap into an invoicing tool

Retainer budgetsPer department, paced live from time entriesA spreadsheet reconciled against Harvest monthly

Time trackingTimer, timesheets, approvals, utilizationHarvest

Client-facingWhite-label portal, reports, invoices and statementsPDF attachments and PandaDoc's document view

ProfitabilityContracted revenue and absorbed cost per clientHarvest billable versus cost, revenue elsewhere

PermissionsOne role model across sales, delivery and billingThree permission models

DataPrivate database per workspace, full export any timeThree exports in three formats

Keep the stack if each team is happy in its own tool. Choose Verbial if you are tired of the numbers disagreeing at month end.

Modules

The parts that take over from HubSpot + Harvest + PandaDoc.

3 deals won todayCRMSee next quarter's recurring revenue and hand won clients to delivery with nothing lost on the way.CRM for marketing agencies →85% of retainerTime trackingKnow which clients are over-serviced while you can still fix it, and invoice from hours you trust.Time tracking software for marketing agencies →Drafted by AIProposalsLet AI draft the proposal from the discovery call and your packages, then turn their yes into revenue.Proposal software for marketing agencies →Paid · $26,000InvoicingBill every kind of work from what the client signed, get paid faster, and stop losing unbilled hours.Invoicing software for marketing agencies →

Common questions

Can we keep HubSpot for marketing automation?

Yes. Keep HubSpot Marketing for your own funnel and move sales, delivery and billing into Verbial. The HubSpot sync keeps records aligned while both run.

What happens to our Harvest history?

Yes. Harvest clients, projects, tasks and time entries import with people matched by email, so history is intact from day one.

Do existing PandaDoc agreements need to be redone?

No. Attach the PDF to the client record, set up the retainer budget by hand, and send new proposals through Verbial.

How much does the stack cost compared with Verbial?

Check each vendor’s current pricing and compare Verbial plans on the pricing page.

Try Verbial next to HubSpot + Harvest + PandaDoc for a billing cycle.

Bring your data across, keep the old tool read-only, and compare the numbers on real work.

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