Subcategories

• ScaleXP CRM Integration Best Practices

  This article outlines five essential tips to improve your CRM setup. Each tip is designed to build on what you...

  July 14th, 2025 504 views 0 likes
• ScaleXP CRM data flow

     ScaleXP seamlessly integrates your CRM (HubSpot, Salesforce)  and your financial system (Xero, Sage, QuickBooks, etc.) providing the best reporting...

  July 14th, 2025 289 views 0 likes
• How to create a revenue forecast graph

  This article explains how to create a graph showing your forecast revenue.  It combines invoiced revenue recognition with probability-weighted CRM...

  August 1st, 2025 357 views 0 likes
• Key CRM Terms Explained

  Understanding a few core CRM terms can make it much easier to manage deals, buildforecasts, and use automation tools like...

  August 13th, 2025 275 views 0 likes
• What does the ScaleXP "Invoice Status" field mean?

  Some reports in ScaleXP allow you to filter invoices by “invoice status.”   This can be helpful for reducing the...

  September 15th, 2025 169 views 0 likes