Juni Technology

About Juni

Juni is a Swedish fintech company created to simplify financial management for SMEs. The platform provides SMEs with business banking, spend management, accounting and financing, on one powerful platform and app. Licensed as an electronic money institution under the Swedish Financial Supervisory Authority, Juni operates across the EU..

The company serves growth-driven businesses that need to handle large, fast-moving transaction volumes. Its customers are typically finance teams who depend on accurate data and financial flexibility to scale efficiently. Juni’s value lies in turning complex financial processes into a single, reliable source of truth for spending and performance.

To support further growth and strengthen its commercial structure, Juni partnered with Invise to align data, technology, and processes within HubSpot – ensuring consistency, scalability, and a stronger foundation for long-term success.

Adapting to fast growth

Juni’s rapid growth had led to the quick adoption of multiple tools, which created duplicated functionality and left teams unsure where to find reliable information. By partnering with Invise and moving to HubSpot, Juni was able to consolidate core functions and data into one unified source of truth, restoring clarity across the organisation.

All of this had led to inconsistent data, duplicated work, and unclear ownership of leads and opportunities throughout the pipeline. Without a shared process, Juni’s teams spent too much time collecting information instead of driving growth.

Key challenges identified during the pre-study:

• Disconnected systems across Salesforce, Totango, Retool, and Metabase
• Manual lead routing and inconsistent qualification criteria
• Limited visibility into KYB and credit status
• Fragmented reporting and unclear handovers between teams
• No single source of truth for customer data

Juni needed one HubSpot based platform to align teams, automate key processes and make it possible to track and improve results in every market.

The approach

We approached the collaboration with one objective: to design a clear, measurable lead and customer process that everyone could follow in HubSpot. Rather than building features, the focus was on designing an operational model where every handover, metric, and workflow could be trusted.

The project started with a pre-study that mapped Juni’s full commercial flow, from lead generation and qualification to onboarding and retention. We reviewed each step with stakeholders from marketing, sales, and customer success to identify friction, unclear ownership, and data gaps. Based on our findings, we created a lead management blueprint that became the foundation for all following work.

Key focus areas during the build:

• A complete redesign of Juni’s lead management process, defining qualification logic, ownership, and reporting structure
• Direct integration of Juni’s service data into HubSpot, providing live customer insights the teams can act on.
• Migration of all active data from Salesforce, paired with cleaning and standardisation for accuracy
• Integration of Retool and Metabase to maintain a single data flow across teams
• Development of standardised dashboards for performance, conversion, and forecast tracking
• Enablement sessions for all commercial functions to secure adoption and accountability

We managed the project in agile cycles, validating each workflow directly with Juni’s team before deployment. This ensured that every automation, field, and dashboard reflected how their business actually worked. The approach gave Juni full control over process, data, and reporting – creating a reliable structure to build the implementation phase on.

Implementation

The implementation phase was where planning turned into tangible results. After months of mapping, documentation, and stakeholder workshops, we moved into execution with one shared goal: creating a single, scalable system that connected all commercial operations without adding complexity or friction.

System and data architecture

The first step was a full data migration from Salesforce, combined with detailed cleaning to remove duplicates and align ownership. Together with Juni’s team, a new end-to-end process was defined, and the legacy Salesforce data was mapped into this new structure. A redesigned HubSpot data model was set up with custom objects for KYB and Credit Application, ensuring qualification and approval data could move through the updated process without interruptions.

Automation replaced manual work across key handovers. Lead routing, scoring, and lifecycle transitions were rebuilt so no step relied on individual routines. Dashboards and reporting views were created to give teams real-time visibility into conversion rates, pipeline stages, and approval progress. Integrations with Juni’s internal services, including Retool and Metabase, ensured consistent data across the ecosystem. Updates in HubSpot synced instantly with these connected systems, removing the need for manual checks and exports.

Change and adoption

Implementation and training ran in parallel. We worked closely with Juni’s commercial and tech teams in agile cycles, testing workflows live and refining them after each iteration. This included a full on-site workshop with approximately 30–40 participants, where we validated processes together and addressed challenges directly. This hands-on setup accelerated adoption and built strong internal ownership of the new system.

To secure long-term adoption, Invise documented all key processes and held targeted enablement sessions for marketing, sales, and customer success. The result was not just a technical rollout but a structured transition where Juni’s teams learned the system by using it. HubSpot became the operational backbone for daily activities, grounded in data accuracy, automation, and shared accountability.

Results

Today, Juni’s new HubSpot environment give the structure it needs to scale with confidence. We replaced what had previously been a complex network of tools and manual reports with one platform where every commercial team works with the same data, definitions, and goals. The shift allows Juni to handle more volume with less effort, making growth both measurable and predictable.

Tangible results

Consolidated

Consolidated in HubSpot, replacing fragmented systems

Automated

Lead routing and qualification across marketing and sales

Real-time

Visibility into pipeline, KYB, credit status, and live bidirectional data

Reporting speed

Reduced from hours to minutes through shared dashboards

Conversion

Increased for lead-to-customer through structured follow-up

Strategic impact

Looking ahead

With a unified commercial system now in place, Juni has built the foundation for continued growth on its own terms. The structure allows new markets, products, and teams to be added without losing control of data or process quality.

The project gave Juni a concrete way of working: clear ownership, shared definitions and data driven reporting for every step from lead to onboarding. Invise continues to support the structure so that it stays simple and scalable as Juni grows.

Want to explore how your organisation could achieve the same clarity and control?