HubSpot CRM + SaaS & Solution Revenue and Billing

Hello! This time, we will introduce a method to streamline the income and expenditure management of the commonly seen “subscription-based services” and “project-based solutions” in IT companies by integrating Sanka and HubSpot.

This Session's Theme

In industries such as SaaS, IT consulting, and web production, there is a growing number of cases where both subscription and solution services are provided. Each requires different processes for income and expenditure management, but by combining Sanka and HubSpot, it becomes possible to seamlessly handle everything from quotations to delivery, invoicing, payment management, and even accounting processes.

Overall Flow

1. Deal Management (CRM) with HubSpot

2. Integrate Sanka with HubSpot for automatic import of order information

3. Manage subscription or project billing and financials with Sanka

4. Supports profit calculation, delivery management, payment matching, and journal report generation

How to Integrate with HubSpot

• Connect to HubSpot from Sanka's 'Linked Services'

• Automatically import HubSpot deal information as order data into Sanka

• Link necessary properties through data mapping

• It is also possible to operate by extracting only important information

Subscription Management

• Automatically create subscriptions from HubSpot deal data

• Recognize revenue according to monthly and annual billing schedules

• Flexible support for recurring billing and advance payment processing

Solution Profit and Loss Management (Project-Based)

• Import orders from HubSpot deals to Sanka

• Input labor costs (hourly wage × work hours) and outsourcing expenses for each project

• Calculate profit margin and gross profit in real-time

• Supports HubSpot pipeline and deal stages

Billing and Payment Management

• Issue sales invoices with Sanka (can also send by email as PDF)

• Reconcile payment data and invoice data

• Supports CSV upload and AI reading for large volumes

Reports and Accounting Output

• Dashboard visualization for monthly MRR, churn rate, and new acquisitions

• Supports management accounting and remaining days management

• Creation of the three financial statements (PL/BS/CF) on Sanka is also possible

• Displayed on the home screen as a management dashboard

Options for Delivery Management

• "Delivered" status management

• Utilize order data directly as delivery records

• Export function is also available if management in a separate table is required

Summary

By integrating Sanka and HubSpot,

• Automate the entire workflow from sales, to back office, to accounting

• Significantly reduce manual tasks and Excel management

• Enable precise and real-time profit management

Support & Inquiries

If you had difficulties understanding any sections or wish to know whether implementation is possible for your company, please feel free to contact us via the chat in the lower right corner of the Sanka screen. Individual consultations are also available!