CRMs

Experience a smoother hand-off from sales to finance

Connect SaaSOptics to your CRM to automatically generate invoicing and revenue recognition schedules and send invoices directly from the platform.

cloud crm software
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Step One

Connect SaaSOptics to your CRM

SaaSOptics has native integrations with popular CRMs such as Salesforce, Hubspot, and Pipedrive. Connecting SaaSOptics to your CRM allows you to send data from your CRM to SaaSOptics so you don’t have to manually enter sales orders into SaaSOptics.

cloud crm software
cloud crm software

Step Two

Map your fields

Map any important customer fields you want captured in SaaSOptics such as customer name, billing address, and industry segment, as well as order fields such as items purchased, quantities, amounts, discounts, and any other custom field you wish to include.

Step Three

Sync your sales orders

Process your orders efficiently and integrate all of your data so you can have confidence that your sales records will always match your financial records.

cloud crm software

Other Supported Integrations & Advanced Workflows:

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RevenueBooks

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CRMs

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GLs

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ePayments

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Avatax

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Multi-Currency

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Advanced A/R Management

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Milestone-Based Projects

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Expense Recognition

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Ready to streamline your billing and collections?