HubSpot

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.

1. 01Customers, and the accounts and contacts behind them.
2. 02Contracts and the products sold on them.
3. 03Invoices, billed from the same record the deal was closed on.
4. 04Revenue recognised on the contract, not on a spreadsheet of it.