Subcategories

• ScaleXP CRM data flow

   ScaleXP seamlessly integrates your CRM (HubSpot, Salesforce)  and your financial system (Xero, Sage, QuickBooks, etc.) providing the best reporting solution...

  July 14th, 2025 669 views 0 likes
• Key CRM terms explained

  Understanding a few core CRM terms can make it much easier to manage deals, buildforecasts, and use automation tools like...

  August 13th, 2025 613 views 0 likes
• Step 1: Install ScaleXP Invoicing in HubSpot

  Create your ScaleXP Invoicing account, connect HubSpot and your accounting system, and add the invoicing card to your deals. This...

  July 14th, 2025 2310 views 0 likes
• Step 2: Configure ScaleXP Invoicing

  Tell ScaleXP Invoicing how your team invoices. These settings apply to every invoice created from HubSpot. Complete Step 1: Install...

  July 14th, 2025 2027 views 0 likes