要求
HubSpot 计划 HubSpot 帐户权限 - 查看必要帐户权限
访问类型 共享 Appendum Finance Calculator 订阅 - Monthly 计划
概览
1/8
The Appendum Finance Calculator is many things but it’s mainly a sales tool designed for sales professionals. Seamlessly embedded into HubSpot it provides all the features needed to simply and quickly calculate finance repayments for you and your customers. Highly configurable, the calculator can be customised to have as many or as few features and options needed for your processes and way of working. Even the terminology and language used can be set to your personal preference.
Sectors
- Equipment / Machinery Vendor
- Equipment Lease Finance Broker or Funder
- Vehicle Sales
- Vehicle Hire and Leasing
- Business Finance
- Business Loans
- Business Funding
- Personal Loans
- Mortgages
- Any other business needing finance figures
Features
- Turn on/off a range of inputs
- Turn on/off a range of outputs e.g. APR, Weekly/daily equivalents, total repayments etc etc
- Works out your commission
- Automatically update HubSpot deals with revised deal amounts
- Automatically create HubSpot activities to keep track of any calculation updates
- Automatically Include a configurable selection of calculation results in your customer quotes
- 100% accurate financial calculations
- Easy to use
- Extensively configurable
功能
Location
Your finance calculations are clearly visible on the right hand side of all your deal records. As many or as few of the available properties can be set and labeled appropriately to be shown in the card. The history of all previous or alternative calculations are also shown in the card.
Calculations
From the deal card you can click to start a new finance calculation or edit an existing one. The calculator is then shown in a pop-up. The properties shown and options listed are all configurable. The user enters/selects values as needed to instantly work out the repayment and finance figures.
Configuration
The properties you deem useful to your customers can be easily inserted into your customer quotes and emails by using HubSpot Snippets.
应用程序功能
共享数据
Amount |
评论
- 2022年6月6日
Appendum Finance Calculator is great
The calculator works great and does everything that we need it to do. Very easy to install, setup and customise.
I was looking to bring our finance calculations to within records on HubSpot
We have access to the Developer who is always on hand to make any changes that we need for our specific requirements.
I haven't found any disadvantages yet and we've been using it for a month.
Martin, C.
银行/金融服务 - 6 到 10 个员工
- 2020年8月18日
Long awaited sales improving tool
Extremely easy to use and configure. We have it set it up so our HubSpot users only have to select options e.g. rates, terms etc to quickly and confidently work out all the finance figures they need to provide customer quotes and progress their deals.
Finance calculations for business equipment. Within each of our customer's deal records we can very quickly explore lease payments options to suit our customers requirements and save multiple alternatives.
Avoids the mistakes we used to get with quotes! and enables our sales team to concentrate on the actual sales with confidence their comm is correct and their quotes 100% accurate.
None.
Bro2, M.
定价
Monthly
US$20
/月Unlimited - one size fits all
Highly configurable
Vast array of options
Accurate financial calculations
Quick start with a choice of business sector pre-sets
Include payment summary in emails & quotes
Designed for Sales Professionals
No payment verification
Monthly
US$20
/月Unlimited - one size fits all
Highly configurable
Vast array of options
Accurate financial calculations
Quick start with a choice of business sector pre-sets
Include payment summary in emails & quotes
Designed for Sales Professionals
No payment verification
* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间：2025/08/11