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.
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.
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.
