How OpenFortune replaced nine disconnected tools with one operating system.
This fortune cookie advertising company consolidated sales and operations into HubSpot, eliminated more than $13,000 a year in software spend, and gained end-to-end visibility for the first time.
Industry
Company Size
Focus
9 to 1
Disconnected tools consolidated into one HubSpot instance
$13,000+
Annual software spend eliminated
2
Purpose-built pipelines for new business and renewals
The business was growing across systems that could not see each other.
A campaign started as a conversation. Gal would hear from Dylan or Nicole how many cookies were needed and which city they were for, add the details to a basic Monday sheet, and the production schedule would live on a whiteboard in the Chicago plant.
Sales sat in Pipedrive. Sequences ran through MixMax. Operations lived in spreadsheets. Roughly nine tools supported different pieces of the business, but there was no single source of truth and no way to see the full process end to end.
Sales became the entry point for a company-wide operating system.
We did not move everything at once. Sales moved onto HubSpot first, and that team pulled the rest of the company in behind them. From there, the business consolidated into one HubSpot instance with separate motions for new business, renewals, lead management, and production.
01
Move sales into HubSpot first and establish one source of truth
02
Separate new business and renewals into purpose-built pipelines
03
Route leads with clear source attribution
04
Turn closed deals into production tickets that track print, cut, bake, and ship
“I feel confident that we'll be able to support what we close without massively increasing opex.”
Gregg Clunis
“Above and beyond what I anticipated when we first spoke.”
Gregg Clunis
“As a foundation, it feels really strong to me.”
Gregg Clunis
Open Fortune can see the business end to end for the first time.
New business and renewal revenue now operate as separate, visible motions.
A closed deal becomes a production ticket that can be tracked through shipment.
Roughly nine disconnected tools became one HubSpot instance, eliminating more than $13,000 a year in software spend from MixMax, Pipedrive, and Calendly.
The company now has the centralized source of truth needed to support future AI adoption.
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