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Replace HubSpot, Harvest and PandaDoc with one system
Run the whole agency from one connected record.
One system in place of three tools and the spreadsheet between them. The deal, the work and the billing stay connected throughout.
Pipeline
The short answer
Verbial replaces HubSpot for CRM, Harvest for time and PandaDoc for proposals with one connected system: the deal becomes the proposal, the signature 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.
Why agencies move
What changes with Verbial
- Connected from lead to renewal, with one role model for who sees hours, budgets and cost.
- Retainer budgets per department, paced live from time entries, instead of a monthly spreadsheet.
- One plan price with seats included instead of three per-seat subscriptions.
- Bring HubSpot and Harvest history across with a preview first and one-click undo.
How the workflow changes
What your agency gets with Verbial
Checks mean a capability Verbial provides. Competitor detail is included for a fair, documented comparison as of 2026-09-03.
| Agency workflow | With Verbial | With HubSpot + Harvest + PandaDoc |
|---|---|---|
| Records | One company record from lead to renewal | Three records, synced by Zapier or by hand |
| Deal to proposal | The won deal opens the proposal, client filled in | PandaDoc pulls fields from HubSpot |
| Proposal to invoice | Automatic at signature | Manual, or a Zap into an invoicing tool |
| Retainer budgets | Per department, paced live from time entries | A spreadsheet reconciled against Harvest monthly |
| Time tracking | Timer, timesheets, approvals, utilization | Harvest |
| Client-facing | White-label portal, reports, invoices and statements | PDF attachments and PandaDoc's document view |
| Profitability | Contracted revenue and absorbed cost per client | Harvest billable versus cost, revenue elsewhere |
| Permissions | One role model across sales, delivery and billing | Three permission models |
| Data | Private database per workspace, full export any time | Three exports in three formats |
| List price, 10 seats | $146 per month on Pro for 10 seats (3 full, 7 contributor) | About $1,480 per month billed annually: HubSpot $900, PandaDoc $490, Harvest $90 |
| List price | From $99 per month with 3 full and 5 contributor seats included. Configure yours. | HubSpot Sales Hub Professional $90 per seat per month, Harvest Teams $9 per seat per month, PandaDoc Business $49 per user per month, all billed annually; about $148 per seat per month combined |
Modules
The parts of Verbial that take over from HubSpot + Harvest + PandaDoc
CRM
See next quarter's recurring revenue and hand won clients to delivery with nothing lost on the way.
Time tracking
Know which clients are over-serviced while you can still fix it, and invoice from hours you trust.
Proposals
Let AI draft the proposal from the discovery call and your packages, then turn the signature into revenue.
Invoicing
Bill every kind of work from what the client signed, get paid faster, and stop losing unbilled hours.
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 signed PandaDoc agreements need to be re-signed?
No. Attach the signed 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?
For 10 seats, HubSpot Sales Hub Professional ($90), PandaDoc Business ($49) and Harvest Teams ($9) list at about $148 per seat per month billed annually, around $1,480 per month, before HubSpot's $1,500 onboarding and Harvest's usage fees. Verbial Pro is $146 per month for the same 10 seats.
Agency operating software
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.