CRM Integrations

Build comprehensive dashboards utilizing sales, upsell, and renewal data directly from your CRM.
No need to change your set-up; map your custom fields and workflows directly to SaaSGrid.
SaaSGrid automatically audits imported data to ensure consistency and accuracy.

Salesforce

Hubspot

CRM Integrations

crm integrations

Billing and Accounting Integrations

Pull in all your revenue data
directly from your existing
billing system.

Pull in expense data to calculate efficiency metrics.

Easily compare billings to CRM
bookings.

Customer Beta-corp

Customer Beta-corp

Accounting Integrations

Pull in expense data to calculate efficiency metrics.
Compare invoices from your account system to CRM data.

Expenses

MRR

Spreadsheet Integrations

Power SaaSGrid with revenue and expenses data directly from spreadsheets.
Automate board reporting by syncing charts and reports with board slides.
Sync your operating model to SaaSGrid to keep your plan and performance in line.

One platform for everything you need to know

SaaSGrid turns previously siloed information into insights your business can leverage.

Bring your data together

Easily sync your most important data from the systems you already use.

Make it automatic

SaaSGrid quickly and accurately audits and interprets your data.

See the full-picture

Bookings, billings, expenses, and operating plans all in one place for a truly holisitic view of your business.