Subscription Management

Seamlessly integrate the customer relationship capabilities users managed in HubSpot with the day-to-day subscription billing operations found in Maxio. Build HubSpot deals and add products as line items to leverage native features. Sync customer data and gain complete visibility across both platforms.

Preview your subscriptions

View both your first and ongoing invoices in one view directly from the deal record. From there, you’ll be able to see what will be initially invoiced and create subscriptions previews within the timeline activities tracked by HubSpot. This lets you view and compare your initial invoice with ongoing invoices that may include fees or discounts.

Track Invoice Details

View the details of your invoices and glean insights that will simplify your revenue operations, support, and more. Fields like Invoice ID, Status, Payment Collection Method, Invoice Due Amount, Invoice Paid Date, Invoice Paid Date, and Credits Used are all available with one easy click that provides a unified view across both platforms.

Manage customer activity

Stay up-to-date and track subscription related timeline activities within the Contact or Deal record views. This provides visibility for your client services teams to make meaningful decisions and provides the admin the levers to determine which events are relevant to the business need.

Multi-currency Product Catalog Sync

Doing business in multiple currencies? This integration lets you enable any HubSpot-supported currency and mirror your Maxio setup. Once configured, you can view the pricing of the deal line items in that currency both in the product catalog as well as on the deal and on HubSpot quotes.