Maxio Previously Chargify (EU Hosting)
สร้างโดย - Maxio
ติดตั้ง - 20+ การติดตั้ง
ข้อกำหนด
แผน HubSpot สิทธิ์บัญชี HubSpot - ดูสิทธิ์บัญชี ที่จำเป็น
ประเภทสิทธิ์การเข้าถึง แชร์แล้ว การสมัครใช้บริการ Maxio Previously Chargify (EU Hosting) - Essentials แพ็กเกจ
ภาพรวม
1/3
Note: This listing is specific to the EU hosted version of our application and is only compatible with EU hosted Advanced Billing Sites; if you are not on an EU hosted site, please utilize to this listing
Maxio provides complete visibility and control over the quote-to-cash process on top of streamlined financial operations for efficient and scalable business growth. Maxio’s HubSpot integration can help prevent and diminish friction in the sales to finance hand off.
The data is synced bi-directionally, so that your customer, subscriptions, catalog and deal management records are always up-to-date. Users are able to use HubSpot as they do today with the added benefit of automatically creating subscriptions in Maxio. The line items for building deals in HubSpot are synchronized from the Maxio product catalog for easy use in deals, quotes, and winning new customers.
The integration enables your sales team to create subscription previews directly in the deal record view within the timeline activities tracked by HubSpot. When navigating to the timeline view, the user can preview the first billing details and any recurring order details.
Once the subscription is generated, the integration will provide a PCI compliant invoice link to collect payment from your contacts. If the proper details are provided for the billable contact, Maxio can automate your sales tax calculation based on the jurisdiction.
With this integration your operational teams will be able to manage the subscription and track invoice details like status of payment and paid amounts. Simply navigate to the contact or deal view within the HubSpot UI and click on the actions available in the CRM extensions such as cancel subscription, view public facing invoice, and provide service credits.
ฟีเจอร์
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.
ฟังก์ชันการทำงานแอป
ข้อมูลที่แบ่งปัน
Customer | ||
Customer Custom Fields | ||
Subscription | ||
Subscription Custom Fields | ||
Subscription Preview | ||
Coupons | ||
Product | ||
Components | ||
Events | ||
Subscription Details | ||
Invoice Details |
Additional metadata fields will be added, as part of the integration; to the deal and contact records to facilitate the use of Advanced Billing objects. As an example a deal record will contain the "first billing date" attributes, and additional "custom fields", and this will map to the subscription object. The same applies in the contact and customer level attributes.
รีวิว
การกำหนดราคา
Essentials
US$599
/เดือนUp to $1MM in annual billings, paid annually.
Events-Based Billing (with 250K Events)
Analytics & Intelligent Dunning
Customer Hierarchies
Managed Sales Tax
Hosted Sign-Up Pages & Open RESTful APIs
Tested Environment with Production
Quickbooks, HubSpot, & Xero Integrations
SFDC Integration (Add-On)
Essentials
US$599
/เดือนUp to $1MM in annual billings, paid annually.
Events-Based Billing (with 250K Events)
Analytics & Intelligent Dunning
Customer Hierarchies
Managed Sales Tax
Hosted Sign-Up Pages & Open RESTful APIs
Tested Environment with Production
Quickbooks, HubSpot, & Xero Integrations
SFDC Integration (Add-On)
* ราคาที่แสดงนี้มีไว้เพื่อแสดงข้อมูลเท่านั้น ราคาทั้งหมดยังไม่รวมภาษี สิทธิพิเศษ ส่วนลด หรือตัวแปรราคาอื่นๆ คุณควรติดต่อพาร์ทเนอร์เพื่อรับข้อมูลราคาล่าสุดและถูกต้องที่สุด HubSpot จะไม่รับผิดชอบใดๆ ต่อข้อมูลราคานี้ซึ่งจัดทำโดยพาร์ทเนอร์ของเรา การกำหนดราคาอัปเดตล่าสุด: 10/06/2026
ข้อมูลเพิ่มเติม
สร้างโดย - Maxio
ติดตั้ง - 20+ การติดตั้ง
หมวดหมู่ ภาษาที่แอปนี้สามารถใช้ได้ อังกฤษ - สหรัฐอเมริกา
ยอดนิยม
Gmail
Bring HubSpot to your inbox with the HubSpot integration for Gmail.
Google Calendar
Book meetings quickly and easily with HubSpot and Google Calendar.
