CLAVARO

MSPs, IT & security resellers

HubSpot for MSPs and IT service providers.

Clavaro helps managed service providers and IT resellers run vendor targets, renewals and pipeline from one HubSpot portal, connected to the PSA and quoting tools they already use.

Founded by Clarinda Ulliott: a decade in HubSpot, including years as a senior consultant at an Elite partner agency. Hull based, working nationwide.

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Vendor revenue vs annual target Illustrative
  • Firewall & SASE vendor82%
  • Microsoft 365 seats64%
  • Backup & DR91%
  • Endpoint security47%
  • Managed services MRR73%
Revenue to date Where you should be Illustrative. Not client data.

Where MSP revenue goes missing.

  1. 01

    New business comes through the CEO’s network, and little of it reaches the CRM.

  2. 02

    Vendor targets live in a spreadsheet updated the night before the quarterly review.

  3. 03

    Renewal dates and licence counts sit in the PSA, a distributor portal or an inbox.

  4. 04

    The PSA and the CRM don’t talk, so sales and service see different customers.

  5. 05

    Quotes are built in a separate tool, then re-keyed into deals.

What Clavaro builds for MSPs.

Built around how resellers sell: through vendors, distributors and renewals.

  1. 01

    Vendor & product KPIs

    Dashboards

    Revenue by vendor against annual target, such as Palo Alto or Microsoft, split into one-off and MRR. Ready for vendor reviews and MDF conversations.

  2. 02

    Deal registration & incumbents

    Deal stages

    Stage prompts that capture the incumbent vendor, deal registration status and expiry, and the distributor you’re buying through.

  3. 03

    Renewals & licence seats

    Renewal tracking

    Contract end dates, seat counts and renewal values on the customer record, with tasks raised well ahead.

  4. 04

    PSA connection

    HaloPSA, ConnectWise, Autotask

    Customers, contacts and deals consistent between HubSpot and your PSA, with clear rules on which system owns what.

  5. 05

    Quoting & proposal tools

    Quoter, QuoteWerks, PandaDoc

    Quotes that create or update deals and line items, so nobody re-keys a proposal into the CRM.

  6. 06

    Distributor data

    Scoped first

    Licence and subscription data from Ingram Micro, Giacom or Pax8, where it can be connected via API or an integration tool.

  7. 07

    Playbooks for technical buyers

    Sales enablement

    Discovery questions and objection notes for a Head of Infrastructure or IT manager, open beside the deal.

  8. 08

    Event & network lead capture

    Lead source

    Contacts from vendor events and introductions logged quickly, so you can see which relationships become pipeline.

Example

A UK IT and security reseller.

Built in their existing Sales Hub Professional portal with no extra licences, and live within two weeks of signing.

Qualify

Scored deal qualification that routes each deal to the right next step.

Capture

Stage prompts for incumbent vendor, deal registration status and renewal dates.

Enable

Buyer personas, a Head of Infrastructure playbook beside the deal, and a BDM guide.

Report

A dashboard tracking Palo Alto revenue against annual target, plus AI-assisted updates from call notes to the record.

The same staged path. Start with the audit.

The audit maps your portal, PSA and quoting set-up, so you know what can connect before paying to build it.

  1. 01

    Strategic Audit

    A scored review with a prioritised plan.

    £1,500 fixed
  2. 02

    Discovery & Plan

    Integrations scoped, fixed price before any build.

    £3,500 · £5,000 complex
  3. 03

    Implementation

    Built in sprints, then handed over.

    Based on scope
  4. 04

    Retainer

    Ongoing upkeep, with direct access to Clarinda.

    From £2,000 / month
Full pricing →Services in detail →

HubSpot for MSPs, questions answered.

Integrations are checked against your plans during the audit.

Does HubSpot integrate with HaloPSA?

Yes. HaloPSA has a built-in HubSpot integration, set up from inside Halo, that syncs companies, contacts, products, quotations and deals, some in both directions. Clavaro agrees with you which system owns which data, then maps and tests it.

What about ConnectWise or Autotask?

ConnectWise PSA has a HubSpot-built data sync app for companies, contacts, opportunities and products; custom field mappings need a paid Data Hub plan. Autotask (Datto) PSA has no native HubSpot app, so it connects through a third-party connector or integration tool.

Can Ingram Micro, Giacom or Pax8 data come into HubSpot?

Possibly. All three publish partner APIs, but there is no standard HubSpot connector to rely on. Discovery & Plan checks whether your licence and subscription data can be brought in via API, an integration tool or your quoting platform, before any build is priced.

Which quoting and proposal tools work with HubSpot?

Quoter, QuoteWerks, Salesbuildr, PandaDoc and Proposify all offer HubSpot integrations that create or update deals from a quote. For simpler deals, HubSpot's own quotes may be enough. Features vary by plan, so the audit checks yours.

Do we need extra HubSpot licences?

Not necessarily. The reseller example above was built in an existing Sales Hub Professional portal with no extra licences. Where an integration needs a specific plan, the audit flags it first.

Book a 30-minute call.

Bring your PSA, quoting tool and vendor list. You’ll leave knowing what can be connected.

Book a discovery call