Our two-way HubSpot integration lets financial services and accounting firms preserve important deal information, improve the handoff between sales and client services, and keep track of time spent on each client from within HubSpot activity feeds.
PSOhub enables me to automate my business from funnel-2-cash. It significantly cuts admin time and therefore increases the profitability of my business. I used to have a scattered landscape of tools for project management, time tracking and billing. Now I only use PSOhub and HubSpot. The native integration of these solutions is great.
HubSpot is phenomenal from a marketing and sales perspective. However, a good integration with project management and invoicing was missing. PSOhub solved that! I now have a great financial dashboard that shows me the healthiness of each project. Plus, the connection with HubSpot’s activity feed enables me to have all info available in one place.
With PSOhub's deep HubSpot integration, you can manage your engagements from marketing to sales to contract to invoice — and get alerted if anything goes off-track.
Quit using software that doesn't play nice with your CRM. PSOhub integrates with popular accounting and finance solutions, including invoicing, KYC, and compliance software. PSOhub also includes a communication layer to keep track of emails, activities, appointments, and other tasks.
PSOhub was founded by a team with 20+ years of experience in financial PSA software. Changing or correcting hours on your time & materials contracts used to seem impossible — now with PSOhub, you're able to easily correct hours on the invoice without making a mess of the underlying timesheets.