Average Ratings 20 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Systems fail as companies grow. Each team creates their own process, data becomes siloed and efficiency suffers. Operations teams must be central to growth in order to grow better. Data Hub provides a unified toolkit that connects apps, cleans customer records, and automates business processes through a single CRM platform. The result? The result? A business that is efficient, aligned and adaptable, which delivers a frictionless customer experience. This package is simple and straightforward. It synchronizes your apps and data. Bidirectional sync, custom field mappings and filtering are all available so that all your teams can stay in sync. Eliminate time-consuming data cleanup. Automated automations allow you to automatically fix format names and date properties. HubSpot gives you the freedom to store and customize your data.

Description

Achieve enhanced financial efficiency for your business by eliminating manual errors and embracing our exceptional invoice and payment synchronization. Wise-Sync’s cutting-edge technology offers comprehensive functionality, meticulously validating each record at the moment of transaction, ensuring your numbers are accurate and reliable. Gain insights into departmental performance with detailed PNL reporting, allowing you to identify which areas are contributing to profitability. This newfound clarity enables you to redirect resources and focus on strategic planning for a successful future. Wise-Sync transforms each department into a self-sufficient business unit, streamlining the validation and organization of records instantly. With the time saved, your finance team can attain the financial clarity necessary to drive meaningful decisions and propel your business forward into new opportunities. As a result, you will feel empowered to navigate the complexities of your financial landscape with confidence and precision.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ConnectWise PSA Yes 
Acumatica Cloud ERP Yes 
Autoklose Yes 
Campaign Monitor Yes 
Creatio Yes 
Dubb Yes 
GoSite Yes 
Greenhouse Yes 
HubSpot Agent Hub Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
Mojo Helpdesk Yes 
PhoneBurner Yes 
Sage Accounting Yes 
Salesforce Yes 
SphereWMS Yes 
SuiteMaster Yes 
Zendesk Sell Yes 
Zendesk Sunshine Yes 
easybill Yes 

Integrations

ConnectWise PSA Yes 
Acumatica Cloud ERP No 
Autoklose No 
Campaign Monitor No 
Creatio No 
Dubb No 
GoSite No 
Greenhouse No 
HubSpot Agent Hub No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
Mojo Helpdesk No 
PhoneBurner No 
Sage Accounting No 
Salesforce No 
SphereWMS No 
SuiteMaster No 
Zendesk Sell No 
Zendesk Sunshine No 
easybill No 

Pricing Details

Free
Starter plan is $20/month, Professional plan is $800/month, Enterprise plan is $2,000/month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

HubSpot

Founded

2006

Country

United States

Website

www.hubspot.com/products/data

Vendor Details

Company Name

Wise-Sync

Founded

2013

Country

Australia

Website

www.wise-sync.com

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources Yes 
Web Services No 

iPaaS

AI / Machine Learning No 
Cloud Data Integration No 
Dashboard No 
Data Quality Control No 
Data Security No 
Drag & Drop No 
Embedded iPaaS No 
Integration Management No 
Pre-Built Connectors No 
White Label No 
Workflow Management No 

Revenue Operations

AI Insights Yes 
Account Health Dashboard Yes 
Automatic CRM Updates Yes 
Contact / Activity Tracking Yes 
RevOps Automation Yes 
Revenue Dashboard Yes 
Revenue Intelligence / Reporting Yes 
Sales Analytics No 
Sales Forecasting Yes 
Third-Party Data Aggregation Yes 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Integration

Dashboard No 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services No 

Alternatives

Alternatives

PayTraQer Reviews

PayTraQer

SaasAnt Inc
Data2CRM.API Reviews

Data2CRM.API

MagneticOne