CRM

To automatically synchronise information to and from the Solvimon platform we offer direct integrations with Customer Relationship Management (CRM) tooling.

Why connect your CRM

Your sales team already maintains customers, deals, and contract terms in the CRM. A CRM integration means a closed deal becomes a billable customer and subscription in Solvimon without manual re-entry, and billing data (invoices, payment status, subscription state) flows back so sales sees the full customer picture. During onboarding, the same integration can run a one-time sync to seed Solvimon with your existing customer base; see Integrations & importing data.

Supported CRM tools

• HubSpot — sync customers and subscriptions between HubSpot and Solvimon
• Salesforce — native Salesforce app covering the full quote-to-cash cycle: quotes, subscriptions, and invoices & payments
• Attio — sync customer and billing data with Attio workspaces

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