HubSpot

Customers, contracts and invoices, always in step.

Feature overview

Customersand the contracts behind them
Productsand what they bill
Invoicesraised from the same record

What you get

Customers, contracts, products and invoices stay in step between HubSpot and Light. What gets sold in HubSpot is what the ledger bills and recognises, so revenue does not wait on somebody copying a closed deal across into finance — and the two systems stop disagreeing about what a customer owes.

It is one record of the customer, held in both places. The deal your sales team closed and the invoice finance raised are the same thing, so nobody spends quarter end reconciling an export against the ledger to find out which one is right.

  • Customers, and the accounts and contacts behind them.
  • Contracts and the products sold on them.
  • Invoices, billed from the same record the deal was closed on.
  • Revenue recognised on the contract, not on a spreadsheet of it.

More in the App Store

CRM & Revenue, and 675 more apps across the stack.