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.
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.