---
title: ExecOS for HubSpot | Executive Pipeline, Forecast & Revenue Reporting
description: ExecOS turns CRM, forecast and financial performance into a prioritized management narrative — position, movement, risk, action and trust. Built first for HubSpot.
---

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ExecOS

# Turn commercial data into an executive OS.

ExecOS connects CRM, forecast and financial performance into a prioritized management narrative — showing leadership what changed, what matters and where action is required.

[Request access](https://aurumlabs.dev/contact?topic=execos-access&hsLang=en) [See how it works](https://aurumlabs.dev/execos#how)

- Built first for HubSpot
- Secure OAuth
- No CRM migration required

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HubSpot Technology Partner

ExecOS is now available in the HubSpot App Marketplace.

[View ExecOS in the HubSpot Marketplace →](https://ecosystem.hubspot.com/marketplace/listing/execos)

![ExecOS executive overview — commercial position, forecast, risk and intervention (illustrative sample data)](https://aurumlabs.dev/hs-fs/hubfs/Aurum%20Website%20Assets/OS%20Suite/ExecOS/App%20Screenshots/execos-web-primary-01-executive-overview.png?v=20261021a&width=1600&height=900&name=execos-web-primary-01-executive-overview.png)

Illustrative sample data

The operating narrative

Many signals → prioritized attention

## Data is abundant. Attention is scarce.

ExecOS creates hierarchy across commercial performance — starting with the position, explaining what changed, surfacing risk, and directing leadership toward action.

01

Position

Where are we now?

02

Movement

What changed?

03

Risk

What requires attention?

04

Action

What needs to happen next?

05

Trust

Can we rely on the numbers?

Executive overview

## Start with the answer — not raw data.

ExecOS prioritizes the few commercial signals leadership needs first, then lets you move deeper when something requires attention.

- Position
- Forecast
- Target
- Risk
- Intervention

HubSpot is the system of record.  
ExecOS is the management layer.

Diagnose the business

## What changed. Where it slows. What needs action.

Movement

### What changed?

New, advanced, slipped, won and lost — in one operating view.

![ExecOS pipeline movement (illustrative sample data)](https://aurumlabs.dev/hs-fs/hubfs/Aurum%20Website%20Assets/OS%20Suite/ExecOS/App%20Screenshots/execos-web-primary-03-pipeline-movement.png?v=20261021a&width=1200&height=750&name=execos-web-primary-03-pipeline-movement.png)

Illustrative sample data

![ExecOS stage velocity (illustrative sample data)](https://aurumlabs.dev/hs-fs/hubfs/Aurum%20Website%20Assets/OS%20Suite/ExecOS/App%20Screenshots/execos-web-primary-04-stage-velocity.png?v=20261021a&width=1200&height=750&name=execos-web-primary-04-stage-velocity.png)

Illustrative sample data

Velocity

### Where is execution slowing?

Stage time, bottlenecks and economic concentration.

Risk + actions

### What needs intervention?

See which opportunities require attention — and what leadership should do next.

![ExecOS deals at risk (illustrative sample data)](https://aurumlabs.dev/hs-fs/hubfs/Aurum%20Website%20Assets/OS%20Suite/ExecOS/App%20Screenshots/execos-web-primary-05-deal-risk.png?v=20261021a&width=1200&height=750&name=execos-web-primary-05-deal-risk.png)

Illustrative sample data

![ExecOS recommended actions (illustrative sample data)](https://aurumlabs.dev/hs-fs/hubfs/Aurum%20Website%20Assets/OS%20Suite/ExecOS/App%20Screenshots/execos-web-primary-06-recommended-actions.png?v=20261021a&width=1200&height=750&name=execos-web-primary-06-recommended-actions.png)

Illustrative sample data

Performance to plan

## Connect execution to financial outcomes.

ExecOS Revenue connects commercial activity with recognized revenue, budget and targets — so leadership can see how pipeline translates into plan performance.

Finance inputs via CSV/XLSX or optional HubDB. No native ERP connector. [Revenue data →](https://aurumlabs.dev/execos/revenue-data?hsLang=en)

![ExecOS financial and commercial scorecard (illustrative sample data)](https://aurumlabs.dev/hs-fs/hubfs/Aurum%20Website%20Assets/OS%20Suite/ExecOS/App%20Screenshots/execos-web-primary-02-revenue-forecast-scorecard.png?v=20261021a&width=1600&height=900&name=execos-web-primary-02-revenue-forecast-scorecard.png)

Illustrative sample data

![ExecOS data trust score (illustrative sample data)](https://aurumlabs.dev/hs-fs/hubfs/Aurum%20Website%20Assets/OS%20Suite/ExecOS/App%20Screenshots/execos-web-primary-07-data-trust.png?v=20261021a&width=1600&height=900&name=execos-web-primary-07-data-trust.png)

Illustrative sample data

Data trust

## Know when the numbers deserve trust.

ExecOS surfaces missing, stale and unmapped data that weakens the management story — so leadership knows when a forecast is reliable and when the CRM needs work.

Plans

## CRM. Revenue. Enterprise.

Standard reports subject to [fair use](https://aurumlabs.dev/legal/terms#fair-use). No hidden usage pricing.

ExecOS CRM

$299

per month · 14-day trial when self-serve is live

Best for teams that need a governed commercial view from HubSpot.

- 1 HubSpot portal
- Unlimited users & pipelines
- Position, forecast, movement, velocity
- Risk, actions, data trust
- Standard reporting (fair use)

[Request access](https://aurumlabs.dev/contact?topic=execos-crm&hsLang=en)

ExecOS Revenue

$995

per month

Best for teams that need pipeline connected to actuals, budget and targets.

- Everything in CRM
- Actuals, budget, targets
- Plan variance & mappings
- CSV / XLSX finance ingestion
- Optional HubDB path
- Assisted setup: $2,500 one-time

[Talk to us](https://aurumlabs.dev/contact?topic=execos-revenue&hsLang=en)

ExecOS Enterprise

From $2,500

per month · implementation from $7,500

Best when the operating model itself needs deeper configuration and support.

- Everything in Revenue
- Discovery & lead-to-cash mapping
- Advanced configuration
- Controlled customization
- 4 professional-services hours per month

[Talk to us](https://aurumlabs.dev/contact?topic=execos-enterprise&hsLang=en)

Proof

## Connecting commercial activity to financial performance

~8.5kCRM deals

30+Service lines

MultiplePipelines

Multi-entityOperating model

### The problem

CRM, forecasting and finance had evolved into separate reporting stories.

### The operating model

ExecOS connected pipeline, forecast, bookings, recognized revenue, plan, risk and action.

### The result

Leadership gained a repeatable commercial operating narrative.

Client identity and financial figures withheld.

[Read the case study →](https://aurumlabs.dev/execos/case-study?hsLang=en)

Setup & trust

## Ready for operators.

1. Connect HubSpot
2. Select pipelines
3. Confirm stage logic
4. Configure reporting
5. Activate

[Setup Guide](https://aurumlabs.dev/execos/setup?hsLang=en) [Security →](https://aurumlabs.dev/execos/security?hsLang=en)

FAQ

## Common questions

Does ExecOS replace HubSpot?

No. HubSpot remains the system of record. ExecOS is the management layer.

Do I need an ERP integration?

No. Revenue accepts CSV/XLSX exports and optional HubDB data. There is no native ERP connector.

Can I use CRM without finance data?

Yes. ExecOS CRM is HubSpot-only.

How many pipelines and users?

Unlimited within the connected portal, subject to [fair use](https://aurumlabs.dev/legal/terms#fair-use).

Does ExecOS convert currencies?

No. v1 uses one reporting currency per workspace.

Does ExecOS change HubSpot records?

No. ExecOS reads commercial data via OAuth for reporting. It does not write CRM records in the current product.

Can Aurum Labs help configure it?

Yes. Revenue assisted setup is $2,500. Enterprise includes deeper services (implementation from $7,500) and 4 professional-services hours per month.

## Stop rebuilding the commercial report weekly.

Request access to ExecOS CRM, or talk about Revenue and Enterprise.

[Request access](https://aurumlabs.dev/contact?topic=execos-crm&hsLang=en) [Talk to us](https://aurumlabs.dev/contact?topic=execos-enterprise&hsLang=en)

Product

[ExecOS](https://aurumlabs.dev/execos?hsLang=en) [Pricing](https://aurumlabs.dev/execos#pricing) [Case Study](https://aurumlabs.dev/execos/case-study?hsLang=en) [Setup](https://aurumlabs.dev/execos/setup?hsLang=en) [Revenue Data](https://aurumlabs.dev/execos/revenue-data?hsLang=en) [Security](https://aurumlabs.dev/execos/security?hsLang=en) [Support](https://aurumlabs.dev/execos/support?hsLang=en) [HubSpot Marketplace](https://ecosystem.hubspot.com/marketplace/listing/execos)

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