Orhatek

Orhatek, an HR solutions consultancy, managed its sales and invoicing processes through a combination of Excel and Sellsy. The lack of structure limited margin monitoring, partner management, and synchronization with Pennylane accounting.

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Challenges

• Sales, invoicing, and commission processes lacked clarity and consistency.
• The team used several disconnected tools, causing duplicate entry and errors.
• Margin management was non-existent, for lack of reliable indicators.
• The company had no visibility into lead sources from its WordPress website.
• Pennylane accounting was not synchronized with CRM data.

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Solutions

turnK helped Orhatek structure its sales and financial tools, relying on HubSpot Sales Pro and Pennylane:

• Sellsy-to-HubSpot migration: complete transfer of contacts, companies, suppliers, comments, and the product catalog.
• Pipeline creation: one for sales and another for supplier invoices.
• Margin tracking: six custom HubSpot properties to calculate net and gross margins.
• Web tracking: WordPress-to-HubSpot tracking to capture and qualify inbound leads.
• HubSpot-Pennylane connection: activation of the native integration to streamline accounting exchanges.
• Document generation: automated creation of quotes, purchase orders, and orders from HubSpot.

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Impact

• A clear, centralized view of the full sales cycle and margins.
• Smooth accounting synchronization, reducing duplicates and errors.
• Operational time savings through automation of key tasks.
• Rapid team adoption.
• A scalable environment ready for future payment and reporting modules.

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Orhatek now has a structured, integrated CRM and finance system ready to support growth.

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Moving from Sellsy or Excel to HubSpot? Discover our HubSpot integration offer.