HubSpot Finance Calculator Support and FAQ's
CRM systems like HubSpot CRM solve the many challenges presented by growth. CRMs effectively organize contact, company, and sales opportunity information, as well as every interaction that takes place through the multitude of customer communication channels, including your website, email, phone calls, social media, and other channels. It’s more critical than ever for marketing and sales teams to function as a cohesive unit, and CRM systems are the perfect solution to help scaling organizations achieve that goal.
HubSpot CRM has free tools for everyone on your team, and it’s 100% free — forever.
HubSpot is a leading growth platform. Over 135,000+ total customers in over 120 countries use HubSpot's award-winning software.
www.HubSpot.com
Why go HubSpot?
HubSpot is a leading growth platform. Over 135,000+ total customers in over 120 countries use HubSpot's award-winning software.
www.HubSpot.com
Why go HubSpot?
The Appendum Finance Calculator is many things but it’s mainly a sales tool designed for sales professionals. Seamlessly embedded into HubSpot it provides all the features needed to simply and quickly calculate finance repayments for your customers.
Highly configurable, the calculator can be customised to have as many or as few features and options needed for your processes and way of working.
Even the terminology and language used can be set to your personal preferences. Once installed the calculator is available to all your HubSpot users.
Industry Sectors
- Equipment / Machinery Vendor
- Equipment Lease Finance Broker or Funder
- Vehicle Sales
- Vehicle Hire and Leasing
- Business Finance
- Business Loans
- Business Funding
- Personal Loans
- Mortgages
- Any other business needing finance figures
Features
- Turn on/off a range of inputs
- Turn on/off a range of outputs e.g. APR, Weekly/daily equivalents, total repayments etc etc
- Works out your commission
- Automatically update HubSpot deals with revised deal amounts
- Automatically create HubSpot activities to keep track of any calculation updates
- Automatically Include a configurable selection of calculation results in your customer quotes
- 100% accurate financial calculations
- Easy to use
- Extensively configurable
The Hubspot Appendum Finance Calculator is found on your HubSpot deal records, on the right-hand side. The card shows the finance properties you selected in your setting for each calculation
performed for the current deal record.
When the primary calculation is saved the underlying HubSpot deal is updated. The property called “Finance Quote” is updated with summary information of the calculation. Which values/results are shown on your summary can be set in your Settings. The property can be used like any other property in HubSpot and included in your quotes, emails and notes etc. To do this please refer to the HubSpot guide on creating snippets found here. You can then use your “finance quote” snippet in customer quotes and emails. Please refer to the HubSpot guide on how to use snippets found here.
We constantly strive to improve our products and services and welcome, and encourage, all suggestions, enhancement and feedback. Please use the form found here to let us know any ideas, suggestions, enhancements or improvements you would like to see.
Follow the steps below, or consult HubSpot's Disconnect Apps from HubSpot , to uninstall the Appendum Calculator app.
- In your HubSpot account, select the Marketplace icon in the main navigation bar.
- Under Manage, select Connected apps.
-
In the Appendum Calculator app, select Actions, and select Uninstall.
- Type uninstall then select uninstall.
Note that uninstalling the Appendum Calculator app in HubSpot will not delete any existing Appendum Calculator data in HubSpot.