Sponsor CRM for Medical Conferences

HubSpot tracks the deal. TierBook runs the sponsorship.

Medical conference teams use HubSpot for marketing and deals. Then they hit the operational gap: HubSpot has no native concept of sponsorship packages, booth assignments, or fulfillment tracking. That is where TierBook fits.

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Congress of Clinical Rheumatology Runs booth selection, payments, contacts & fulfillment in TierBook
$999/year Flat subscription. No CRM cut of sponsor invoices.
HubSpot platform fee $337.50 extra on a $45k invoice with Stripe-through-HubSpot

The operational gap

HubSpot is built for pipelines and email campaigns. Medical conference sponsorships require packages, booth assignments, fulfillment tracking, and a passwordless sponsor portal. That is not a CRM problem. That is an operational problem.

Booth assignments by email

Sponsors email booth preferences. Staff manually track availability in spreadsheets. Double-bookings happen. Booth confirmations scatter across threads. TierBook gives sponsors a live booth map with self-service selection by tier and payment status.

Fulfillment after the invoice

The sponsor pays. Then what? Logo specs, product theater forms, program ad files, onsite lead-scan counts, post-event reports. HubSpot tracks the deal stage. TierBook tracks what's owed, uploaded, approved, and still outstanding.

Passwordless sponsor portal

Sponsors should not need a login to see their booth, upload assets, or check fulfillment status. TierBook generates a secure portal link tied to the sponsor company. No password resets. No shared inbox confusion.

What a $45,000 sponsorship invoice actually costs to collect

Payment processors charge everyone. The difference is whether your CRM also takes a cut of the invoice. Figures below use published U.S. rates for a domestic online card payment.

Example: a title sponsor pays a $45,000 invoice by credit card. Same card network. Same Stripe-class processing math. Different software cut.

TierBook + your Stripe

WooCommerce checkout on your WordPress site. TierBook never touches the payment.

  • Stripe processing 2.9% + $0.30$1,305.30
  • TierBook platform cut$0.00
Total fees on $45,000 $1,305.30

You keep $43,694.70 of the invoice.

HubSpot + Stripe through HubSpot

Same Stripe processing, plus HubSpot's published 0.75% platform fee on the transaction.

  • Stripe processing 2.9% + $0.30$1,305.30
  • HubSpot platform fee 0.75%$337.50
Total fees on $45,000 $1,642.80

You keep $43,357.20, $337.50 less than with TierBook on this one invoice.

HubSpot payments instead of connected Stripe?

HubSpot's own payments product uses card processing plus a published 0.5% platform fee (U.S. cards listed at 2.9% + 0.5%). On the same $45,000 invoice that platform cut is $225, still on top of processing, still charged when the sponsor pays.

Sources: Stripe pricing (U.S. online cards: 2.9% + $0.30) · HubSpot payments (0.5% HubSpot payments platform fee; 0.75% when using Stripe payment processing through HubSpot). Rates can vary by country, method, and promotions; always confirm on their sites.

In their words

A&R Educational operates the Congress of Clinical Rheumatology East & West.

"We started with a bunch of spreadsheets that I called my rainbow sheets. They were a mess, hard to pass around, and information was getting lost. Then we thought we were upgrading by moving to HubSpot because the CRM was 'free,' but we quickly realized it was only handling contacts and deals. It was not built for the actual sponsorship workflow of our events.

With TierBook, it was a night and day difference. We could manage booth selection by tier, identify outstanding payments, assign the right contacts for billing or booth selection, and keep track of sponsor fulfillment in one place. The more we grew into the platform, the more we realized we could not imagine going back. TierBook is now an invaluable resource to our event operations."

A&R Educational · Congress of Clinical Rheumatology

FAQ

Common questions

How do I book a demo?

Use the calendar on the demo page to pick a time. We'll follow up with a calendar invite and meeting details.

Does HubSpot charge fees on sponsor payments?

Yes, when sponsors pay through HubSpot. Stripe's standard U.S. online card rate is 2.9% + $0.30. HubSpot then adds a published platform fee: 0.75% if you use Stripe payment processing through HubSpot, or 0.5% with HubSpot payments (plus card processing). On a $45,000 card-paid sponsorship, that HubSpot platform cut alone is $337.50 (Stripe-through-HubSpot) or $225 (HubSpot payments). TierBook is a flat software subscription and takes $0 of sponsor invoice payments.

What does a $45,000 sponsorship invoice cost to collect?

With TierBook plus Stripe: $1,305.30 (2.9% + $0.30). With HubSpot's Stripe payment processing option: Stripe's $1,305.30 plus HubSpot's 0.75% platform fee ($337.50) = $1,642.80. Difference on one invoice: $337.50 kept by your organization with TierBook.

Is WordPress required?

Yes. TierBook is a WordPress plugin that requires WordPress 5.8+ and WooCommerce for invoice and checkout flows. If your event site is not on WordPress yet, we can show you the product, but setup will require WordPress.

Medical conference sponsorships

Give your sponsors a system built for them.

See how TierBook turns sponsor packages into trackable deliverables, sponsor portals, booth assignments, and fulfillment reports.

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