Disappointing experience - only customer data transferred, but no invoice overviews or financial analyses available

Only the customer data was transferred. I am actually missing the invoice overviews and analyses of income and expenditure. There is also no continuous updating or evaluation of the banking function. Unfortunately, HubSpot is of little use to me.

Transfer of customer data is possible, albeit imprecise and not very intuitive.

Missing invoice overview, no overview of expenses and income. No analysis possible.

FastBill + HubSpot - less integration is not possible

I opted for FastBill because it is supposed to be integrated with HubSpot. The fact is, there is some kind of data exchange between the programs - nothing more really, but this increases the chaos instead of facilitating data maintenance. The data exchange can take place in both directions or only from one program to the other. Companies with contacts in HubSpot are not created correctly in FastBill. "ALL" contacts of a company are created in FastBill as personal contacts. However, suppliers that exist in HubSpot are also created as customers in FastBill, whereby, as already mentioned, each contact receives its own customer number. If you have the stupid idea of deleting incorrect entries in FastBill, they will of course be deleted in HubSpot without further inquiry due to the bidirectional data exchange. You cannot create suppliers in FastBill yourself, this is done automatically via OCR text recognition. However, there is no synchronization with HubSpot, and the documentation of written quotations or invoices, which is important for a CRM, is completely omitted. Nothing arrives in HubSpot via the BCC address provided for HubSpot documentation either. Of course, the collaboration between creating a deal and writing a quote from HubSpot does not work with FastBill. All this has nothing to do with customer relationship management and even less with integration. There is no support for this on either side, so as a user you are on your own. Conclusion: If I had known all this beforehand, I would have done a lot of things differently or not at all

I write quotes and invoices with FastBill and assign bank postings to receipts and invoices.

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