Syncly is a software platform that lets legal teams sync and govern data from their document management system.
Proposals were PowerPoint files and renewals were handled by hand.
The team had no reliable reporting on ARR, renewals or forecasts.
A fresh start in HubSpot, with only the active deals carried across.
Custom objects for contracts, ARR change events and monthly revenue snapshots.
New business, expansion, renewal and partner pipelines.
Renewal alerts, account tiers and a QBR playbook.
ARR and renewal dashboards, and a Xero integration for quotes and invoices.
“Kongo are a stand out solution provider who always have a solution for every problem.”
ARR, renewals and expansion report from HubSpot.