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ARR and renewals reported from the CRM.

Syncly is a software platform that lets legal teams sync and govern data from their document management system.

The challenge.

Proposals were PowerPoint files and renewals were handled by hand.

The team had no reliable reporting on ARR, renewals or forecasts.

What Kongo built.

Sales and Marketing Hub

A fresh start in HubSpot, with only the active deals carried across.

Revenue objects

Custom objects for contracts, ARR change events and monthly revenue snapshots.

Pipelines

New business, expansion, renewal and partner pipelines.

Customer success

Renewal alerts, account tiers and a QBR playbook.

Finance

ARR and renewal dashboards, and a Xero integration for quotes and invoices.

R. Sita, Syncly

“Kongo are a stand out solution provider who always have a solution for every problem.”

What changed.

ARR, renewals and expansion report from HubSpot.

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