Average Ratings 20 Ratings
Average Ratings 0 Ratings
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
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
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
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