Non-HubSpot Implementation
Make Your Existing Stack Act Like One Looped System
You don't need HubSpot to use the Loop Revenue System.
You might have a different CRM, a separate marketing platform, a help desk, a sales engagement tool, and a pile of spreadsheets. That's normal. This page helps you turn what you already have into a system that behaves like four connected loops.
The goal: Your tools should help your business and your customers flourish, not pull them in different directions.
Your Stack → One System
Different tools, one connected system
Tools Support The System. They Are Not The System.
The Loop Revenue System is a way of seeing and running your revenue engine. It gives you four loops, four stages inside each loop, system playbooks, and data habits.
Your tools should support that system. So instead of asking "What can this platform do?" you start by asking:
- ?What should our loops do?
- ?What does each stage need to accomplish?
- ?What data and actions need to flow between loops?
Once that's clear, you look at your stack and ask "Where can this live?" and "How do these tools need to connect?"
Model → Playbooks → Tools
1. The Model
Four loops, four stages, shared principles
2. The Playbooks
Concrete plays for each stage and loop
3. Your Tools
Where the work actually happens
If tools define the system: impressive but fragile.
If the system defines tools: simple and useful.
Core Building Blocks In A Non-HubSpot Stack
Even without an all-in-one platform, most stacks share the same basic parts.
Core Records
- • People (contacts, leads, users, subscribers)
- • Organizations (accounts, companies, customers)
- • Opportunities (deals, quotes, pipeline items)
- • Support work (tickets, cases, issues)
- • Custom records (subscriptions, contracts, assets)
Common Tool Types
- • CRM or sales system of record
- • Marketing email and automation tools
- • Website and CMS
- • Sales engagement, dialers, scheduling
- • Help desk, ticketing, and chat
- • Integration or automation tools (iPaaS)
- • Spreadsheets and docs (manual processes)
Key Questions To Answer:
Mapping Loops To Common Tool Types
You can run each loop with different brands of tools. What matters is that you give each loop a clear home and a way to connect.
Marketing Loop Without HubSpot
Usually lives across:
- •Your CMS and website builder
- •Your email and marketing automation tool
- •Webinar, event, or community platforms
- •SEO and analytics tools
- •Ad platforms
Connect to CRM:
- → Website and forms → CRM contacts
- → Email and campaigns → CRM activities
- → Ad and event data → CRM fields
Sales Loop Without HubSpot
Usually lives across:
- •Your CRM
- •Sales engagement or outbound tool
- •Calling and meeting tools
- •File sharing and proposal tools
Connect to CRM:
- → Marketing activity → CRM timelines
- → Support and usage data → accounts
- → Calendar and call records → activities
Service Loop Without HubSpot
Usually lives across:
- •Help desk or ticketing platform
- •Chat and inbox tools
- •Knowledge base or documentation
- •In-app support (if applicable)
Connect to CRM:
- → Tickets → CRM contacts and companies
- → KB articles → support categories
- → Feedback tools → CRM fields or data store
Ops Loop Without HubSpot
Usually lives across:
- •CRM admin panel
- •Integration/automation platform (iPaaS)
- •Data warehouse or reporting tools
- •Scripts, utilities, and admin docs
Connect to CRM:
- → Integrations around central system of record
- → Key events → shared reporting layer
- → Admin processes → change log or tickets
Your stack can be simple or complex. The loops can still run.
Mapping Stages To Generic Tools
The four stages don't belong to any vendor. They show up in your stack as patterns of work.
Express in a Mixed Stack
Definitions and clarity
- •Strategy docs and messaging guides in docs or project tools
- •Lifecycle and pipeline definitions embedded in your CRM
- •Shared slide decks and content pillars in your asset library
- •Process maps in your wiki or whiteboarding tools
Tailor in a Mixed Stack
Context and segmentation
- •Segments and audiences in your email or marketing tool
- •Views and filters in your CRM for reps and agents
- •Rules and routing flows in CRM, help desk, or automation tool
- •Personalized content blocks where your tools support them
Amplify in a Mixed Stack
Scale what works
- •Automation workflows in marketing and operations tools
- •Outbound cadences in your sales engagement tool
- •Playbooks and templates in docs or enablement tools
- •In-app messages and notifications in product tools
Evolve in a Mixed Stack
Learn and improve
- •Dashboards in BI tools or CRM reports
- •Win/loss analysis in spreadsheets or simple BI views
- •Ticket and support patterns in help desk reports
- •Experiment logs in docs, boards, or project tools
You don't need one master dashboard right away. You need somewhere to look at what happened and decide what to change.
A Simple Implementation Roadmap
You can apply the Loop Revenue System with a non-HubSpot stack in three practical steps.
Choose Your System of Record
- •Pick one system as your main source of truth for people and orgs
- •Clean your contact and account data in that system
- •Define lifecycle and pipeline stages there first
- •Map key fields: ICP, segment, status
- •Everything else orbits around this
Run Stage-Based Projects
- •Express: Align lifecycle and stages across tools with same words
- •Tailor: Build meaningful segments in marketing and CRM
- •Amplify: Automate 1-2 high-friction processes end to end
- •Evolve: Stand up one shared dashboard per loop
- •You don't need fancy. You need consistent.
Experiments & Clean Up
- •Use System Playbooks to run experiments
- •Review what works and what breaks
- •Shut down tools and workflows that no longer serve
- •Consolidate where it reduces friction
- •Stack stays multi-tool, but feels like one system
AI And Hybrid Teams In A Mixed Stack
You can use AI in a non-HubSpot stack the same way you use it anywhere else: as a helper.
AI Tools Can
- →Summarize call recordings, ticket threads, and interview notes
- →Draft outreach, content, or internal docs from your Express briefs
- →Suggest segments or patterns to explore in your data
- →Help prototype new workflows in your automation tool
Humans Must Still
- ★Decide what data is ethical to use and how to collect consent
- ★Approve or edit any AI-generated content that faces customers
- ★Choose which AI suggestions to trust, ignore, or investigate
- ★Hold responsibility for outcomes inside each loop
Your stack might be a mix of tools. Your AI might be a mix of copilots. The principles stay the same: AI assists, humans lead.
Governance In Multi-Tool Environments
Mixed stacks need governance even more than all-in-one platforms.
✓ Habits That Keep Stacks Sane
- •One clear owner for the CRM and data model
- •A simple list of "official" tools for each job
- •A change process for lifecycles, fields, and automations across tools
- •Regular integration checks and data quality reviews
- •Shared documentation for how data moves between tools
⚠️ Pitfalls That Create Chaos
- ✗Letting every team pick its own core tools without integration plans
- ✗Duplicating the same records in multiple tools with no link between them
- ✗Running parallel lifecycles or definitions in CRM, help desk, and marketing
- ✗Ignoring integration failures and manual workarounds
- ✗Treating each tool as its own little empire instead of part of one system
You don't have to fix everything overnight. You do have to stop making it more complex by accident.
How This Relates To The HubSpot Path
The Loop Revenue System is neutral about brands. This page gives you the model with tool-agnostic examples.
If you use HubSpot as your main platform, or are considering it, the HubSpot Implementation page shows how to map loops and stages directly into that world:
HubSpot Implementation →Think of these pages as two lenses on the same system. The model doesn't change; only the implementation details do.
Where To Go Next
Your stack is what it is today. That doesn't stop you from using the Loop Revenue System.
Better Data Habits
Tighten your data, metrics, and change habits around your existing stack.
Data, Metrics & Governance →Working Sessions
Turn this into workshops and exercises with your team.
Choose one loop, one stage, and one part of your stack. Make a small change that brings your tools closer to the system you want. Watch what you learn.
The tools you use matter less than the way you use them. When your stack serves your loops, your customers and your business have a better chance to flourish.