CRM Integrations


Streamline your sales-to-finance handoff by integrating SaaSOptics with your customer relationship management (CRM) system. When your sales team secures a new order, the details populate in SaaSOptics and are automatically turned into GAAP-compliant customer contract records.

With our Salesforce integration, you can choose to push your subscription objects and renewal opportunities back into your CRM to drive complete visibility across your sales and subscription systems of record.

Our Integrations

Ready to start modernizing your financial operations?