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构建

Maxio previously SaaSOptics

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应用程序

Maxio previously SaaSOptics

Maxio is a financial operations platform for B2B SaaS companies.

安装
超过 500 次安装
评分

3.9(9)

登录以进行安装需要 Maxio previously SaaSOptics 订阅

要求

HubSpot 计划
    适用于所有 HubSpot 计划
了解更多信息
HubSpot 帐户权限
查看必要帐户权限
Maxio previously SaaSOptics 订阅
HubSpot Integration 计划

概览

Connecting Maxio + HubSpot closes the loop on your sales-to-finance handoff, ensuring new and renewal sales orders never slip through the cracks.

功能

A complete financial operations platform

Maxio is a complete financial operations platform that takes Closed Deals from HubSpot and creates GAAP-compliant revenue schedules, invoices, and subscription analytics.

Close the loop on your sales-to-finance handoff

Ditch your spreadsheets and use Maxio to manage contracts, billing, collections, and reporting. Save time by reducing errors in your financials. Connecting Maxio + HubSpot closes the loop on your sales-to-finance handoff, ensuring new sales orders never slip through the cracks.

Review Company financial data bi-directionaly

Get instant insights into individual Companies' health, allowing your organization to review the current status of your customer base.

Generate renewal deals directly from Maxio

Expedite your customer renewal process by generating renewal deals directly from Maxio ahead of time. This allows your team to always be up to date on current and future renewals.

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Customer Financial Summary

公司

公司

Customers

公司

公司

Invoice Line Items

产品

产品

Renewal Deals

交易

交易

Transactions / Invoices

交易

交易

评论

平均评分

3.9

根据 9 个评分


总审查数

9

历来审查数


5
44% 完成
44%
4
23% 完成
23%
3
11% 完成
11%
2
22% 完成
22%
1
0% 完成
0%

平均评分

3.9

根据 9 个评分

总审查数

9

历来审查数

5
44% 完成
44%
4
23% 完成
23%
3
11% 完成
11%
2
22% 完成
22%
1
0% 完成
0%

过滤评论:

排序:


4/5
    2024年12月19日

On the verge of great.

This integration sped up our processes significantly. There are small things here and there that would improve it even more.

  • Johansen, S.


5/5
    2024年9月16日

10x better than Netsuite

The implementation was smooth and the tool creates value daily! We are thankful to be using Maxio.

  • Price, J.

  • 能源
  • 51 到 200 个员工

HubSpot Integration

US$599

/月

Starting At:

  • Note - Requires subscription to Maxio previously SaaSOptics.

HubSpot Integration

US$599

/月

Starting At:

  • Note - Requires subscription to Maxio previously SaaSOptics.

* 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:2023/01/10

更多信息

构建者
Maxio previously SaaSOptics
安装
超过 500 次安装
类别
应用程序可用的语言
英语

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