π¨Our Tabs July release is here.
π¨Our Tabs July release is here.
Better data in. Smarter revenue out.
Revenue automation isn't just about automating workflows. It's about giving every workflow the context it needs to make the right decision.
This month, we're focused on enriching that context by giving users more flexibility and control over their customer data flowing into Tabs.
Configure Salesforce and HubSpot to match how your business operates:
βοΈ Map custom CRM fields
βοΈ Configure pipeline stage syncing
βοΈ Support custom CRM objects
βοΈ Configure conditional sync rules
βοΈ Support multiple business entities
βοΈ Configure billing contacts and customer addresses
No two businesses operate the same. Different sales processes, CRM structures, business entities, and workflows all shape how revenue flows. These updates let Tabs adapt to your business, not the other way around.
As that business context flows into Tabs, it becomes part of the Commercial Graph, Tabsβ connected data layer that powers every revenue workflow across billing, collections, RevRec reporting, accounting, and AI.
The richer the Commercial Graph becomes, the smarter every downstream workflow becomes. Billing reflects the latest commercial terms. Collections understands the full customer relationship. Reporting and accounting operate from the same connected source of truth.
β‘πΈThe result β more accurate revenue automation and less manual work for finance teams.
Check out everything included in our July release β https://lnkd.in/g4FdA2mU