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What is Revenue CRM?

Revenue CRM is an online platform tailored for B2B sales teams, agencies, SaaS resellers, contractors, and educational institutions to effectively manage customer relationships. It integrates various elements such as contacts, companies, deals, marketing, sales, and customer success activities into cohesive records, offering different editions to suit specific workflows. With advanced AI features, the tool can transform images of business cards, handwritten notes, and voice memos into initial records, summaries, and actionable follow-up items awaiting user confirmation. The platform includes 175 preconfigured RevOps automations and essential tools for managing pipelines, forecasting, email marketing, task assignments, and customer success tracking. Its extensive integration options comprise REST API, GraphQL, an MCP server, outbound webhooks, and compatibility with popular services like HubSpot, Notion, Google, LinkedIn, and Stripe. Administrators can leverage role-based permissions and audit logs to efficiently govern access and changes within the system. Additionally, the user interface supports multiple languages such as English, Japanese, and Traditional Chinese, making it accessible to a wide-ranging global audience. This all-encompassing framework not only enhances collaboration among teams but also streamlines their operations, ultimately leading to improved results. By focusing on user-friendly design and efficient functionality, Revenue CRM is poised to meet the needs of modern businesses.

What is ClearSync?

ClearSync seamlessly integrates the subscription and billing data from Stripe into HubSpot, allowing SaaS teams to effectively oversee their revenue operations directly within their CRM environment. This innovative solution carefully reconstructs the entire history of Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR) fluctuations by analyzing Stripe invoices and subscriptions, thereby organizing this information into structured objects within HubSpot to improve reporting, workflows, and automation functionalities. Companies utilize ClearSync to: • Track upgrades, downgrades, churn, and expansion revenue • Trigger HubSpot workflows based on Stripe events • Equip sales and customer success teams with valuable insights regarding customer revenue • Generate accurate MRR and ARR dashboards in HubSpot • Automate alerts for failed payments, potential churn, and approaching renewals Unlike typical Stripe integrations that simply synchronize invoices, ClearSync goes a step further by effectively reconstructing subscription histories and the variations in recurring revenue, enabling teams to understand revenue trends over time. Specifically designed for B2B SaaS companies that use Stripe Billing alongside HubSpot, ClearSync guarantees that precise subscription information is always accessible for crucial revenue reporting and sales processes. This powerful tool not only streamlines operational workflows but also significantly enhances the financial management strategies of SaaS organizations, ultimately leading to better decision-making and growth opportunities.

Media

Media

Integrations Supported

HubSpot CRM
Stripe
Chatwork
Google
LinkedIn
Model Context Protocol (MCP)
Notion
Slack

Integrations Supported

HubSpot CRM
Stripe
Stripe Billing

API Availability

Has API

API Availability

Pricing Information

Â¥3,000/user/month
Free Trial Offered?

Pricing Information

$149/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Consilegy

Date Founded

2025

Company Location

Japan

Company Website

consilegy.com/en/crm/

Company Facts

Organization Name

ClearSync

Date Founded

2025

Company Location

United States

Company Website

clearsync.ai

Categories and Features

CRM

Not specified

Categories and Features

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