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Maxio previously SaaSOptics

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應用程式

Maxio previously SaaSOptics

Maxio is a financial operations platform for B2B SaaS companies.

安裝次數
超過 500 次安裝
評分

3.9(9)

登入以進行安裝需要 Maxio previously SaaSOptics 訂閱

要求

HubSpot 版本
    適用於所有 HubSpot 版本
了解詳情
HubSpot 帳戶權限
檢視所需的帳戶權限
Maxio previously SaaSOptics 訂閱
HubSpot Integration 版本

總覽

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

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

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

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

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.

應用程式功能

共用資料
資料來源
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

產品

產品

Renewal Deals

交易

交易

Transactions / Invoices

交易

交易

評論

3.9

依據 9 個評分

總檢閱數

9

歷來的檢閱次數

整體評分

44% 完成
23% 完成
11% 完成
22% 完成
0% 完成

平均評分

3.9

依據 9 個評分

總檢閱數

9

歷來的檢閱次數

整體評分

44% 完成
23% 完成
11% 完成
22% 完成
0% 完成

篩選評論:

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 至 200 位員工

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.

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/10/13

更多資訊

建立者
Maxio previously SaaSOptics
安裝次數
超過 500 次安裝
類別
此應用程式可用的語言
英語

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