Integración con Hubly

Descripción general

Connect your Hubly financial advisor tool with Salescaling to manage your client services and sales.

Cómo funciona

• When a new workflow is started in Hubly, a new deal or project can be created in Salescaling.
• Keep your client service calendar and your sales pipeline perfectly in sync.
• Scale your high-touch client services and grow your financial advisory practice.