CRM-native back-office products
Explore Sanka product modules for billing, accounts receivable, inventory, CPQ, purchasing, AI agents, and CRM-connected revenue operations.
HubSpot project billing for milestones retainers and delivery work
Turn HubSpot project deal terms into milestone billing, acceptance-based invoices, payment status, and next action writeback.
HubSpot subscription billing from closed deal to first invoice
Turn HubSpot deal terms into subscription setup, first invoices, renewals, payment status, and billing status writeback.
Project billing for milestones retainers and delivery work
Manage milestones, retainers, delivery acceptance, pass-through costs, and project invoice status from one workflow.
Subscription billing from signed contract to first invoice
Create subscription schedules, first invoices, prorations, renewals, and payment status from approved CRM or contract terms.
Order-to-cash billing for delivered products and services
Turn approved orders, deliveries, and service records into invoices with payment status synced to CRM and accounting.
Allocate deferred revenue and monthly revenue from HubSpot deal terms
Create deferred revenue balances and monthly revenue allocation schedules from HubSpot deal terms, invoices, and service periods.
Allocate inventory automatically from HubSpot deals
Use HubSpot deals and line items to check stock, allocate inventory, review shortages, and trigger replenishment before fulfillment slips.
Vendor registration and management for selection, onboarding, and risk review
Register and manage vendors with selection evidence, onboarding documents, payment terms, risk checks, contracts, and audit history.
AI contract management for drafting, review, approvals, and audit trail
Create and review contracts with Claude or Codex, route approvals, track contract status, and keep every version tied to the business record.
Approval workflows that keep revenue moving without losing control
Governed approval workflows across quotes, POs, bills, and expenses, with role-based routing and an immutable audit trail.
Attendance management for time punches, overtime, breaks, shifts, and paid leave balances
Track attendance, working hours, overtime, breaks, shifts, exceptions, and paid leave balances by employee.
Automate B2B orders with a dedicated customer portal
Replace email, fax, and Excel orders with a CRM-native B2B ordering portal that handles per-account pricing end to end.
Cost & margin management — per-deal profitability, not just revenue
Run per-deal cost & margin management so sales see revenue and leadership sees profit on the same screen — without month-end reconciliation.
CPQ software for HubSpot teams that need more than quotes
Create governed quotes from HubSpot deal data, then carry the approved terms into orders, invoices, inventory, and accounting without spreadsheet handoffs.
Create sales proposals from HubSpot deals with Claude or Codex
Pass HubSpot deal context to Claude or Codex and generate proposal drafts that connect to quoting, approvals, orders, and billing.
CRM data cleansing across Salesforce HubSpot and your back office
Continuously cleanse companies contacts and associations across Salesforce HubSpot and the back office with rules and an audit trail.
Customer and company management for accounts, contacts, relationships, and status
Manage company data, contacts, relationship roles, and customer status as structured records for sales, billing, support, and operations.
Customer service management for tickets, customer context, SLAs, and follow-ups
Manage tickets, customer context, handoffs, approvals, and follow-ups as structured records connected to sales, billing, and operations.
Deal management for amount, probability, pipeline, stage, and next actions
Track deal amount, probability, pipeline, stage, close date, owner, next action, competitors, and lost reason in one governed workflow.
Employee management for profiles, employment terms, teams, and documents
Manage employee records, employment terms, teams, pay details, emergency contacts, and documents in one workspace.
Finish expense submission, approval, and reimbursement with AI agents
Let Claude or Codex turn receipts into expense requests with policy checks, approvals, reimbursement prep, and audit logs.
Governed documents proposals and booking pages from one layer
Unify proposals customer documents and scheduling with governed templates and traceable history.
HubSpot accounting sync from deals, invoices, payments, and journal prep
Turn HubSpot companies, contacts, deals, line items, invoices, and payment status into accounting-ready data, then write status back to HubSpot.
HubSpot billing and subscriptions from deals to invoice-to-cash
Use HubSpot companies, deals, line items, and contract terms to manage one-time billing, subscriptions, usage billing, and payment status.
HubSpot Breeze Integration for order, billing, and back-office data
Give HubSpot Breeze agents safe access to Sanka order, delivery, inventory, and billing data without copying back-office details into CRM.
HubSpot payments, reconciliation, and accounts receivable
Start from HubSpot companies, deals, and invoice context, then manage payments, balances, aging, collection actions, and reconciliation in Sanka.
Incentives that stay accurate from deal close to payout
Automate sales incentive calculation with approvals reversals and payout batches from governed CRM and billing events.
Inventory that stays accurate across purchasing warehouses and billing
Inventory you can trust: transactions availability states and valuation traceability across teams.
Item master and BOM that keeps SKUs pricing and inventory consistent
A governed item master with BOM support to keep quoting purchasing and inventory consistent.
Journal entries and accounting completed in Sanka
Use invoices, payments, expenses, purchase orders, bills, and inventory movements to complete journal entry and accounting review workflows in Sanka.
Leave and request management for HR approvals
Route leave, overtime, remote work, and employee profile-change requests with approvals and history.
Make your Salesforce → HubSpot migration easy — custom APIs and AI workflows
Custom APIs and AI workflows that automate the hard parts of Salesforce → HubSpot migration — data mapping, Apex porting, parallel-run diffing. Back-office completion as a bonus.
Manage bills, expenses, approvals, and payouts with AI agents
Let Claude or Codex turn bills and expenses into governed spend workflows with approvals, payouts, accounting prep, and audit logs.
Meter usage-based billing, automated and accurate
Turn CRM contract terms and actual usage into billable line items — with pre-invoice review and accounting sync.
Payments, reconciliation, and accounts receivable in one invoice-to-cash workflow
Manage payments, reconciliation, aging, balances, and collection actions from invoice to cash.
Payroll calculation inputs for attendance, allowances, deductions, tax, and insurance
Organize payroll-ready inputs from employee records, attendance, requests, allowances, deductions, tax, and insurance data.
Pipeline forecasting that connects deals to revenue plans
Stress-test pipeline scenarios, coverage, and commits against finance targets with one governed revenue narrative.
Project management with governed phases, ownership, and delivery milestones
Coordinate complex delivery with governed project records, ownership, and milestones aligned to operational data.
Purchase orders with approvals receiving alignment and 3-way match foundations
Standardize purchasing with approval rules receiving status and traceability from PO to bill.
Route HubSpot deals to the right owner and next action automatically
Use HubSpot deal context to route proposal work, quote review, approvals, and post-close follow-up to the right owner.
Run CPQ and quote approvals with AI agents
Create quotes from Claude or Codex, run business checks, route approvals, and review the result in Sanka web UI.
Run deferred revenue and RevRec with AI agents
Let Claude or Codex turn orders into deferred revenue, recognition schedules, monthly entries, and accounting-ready data.
Salesforce Agentforce Integration for order, billing, and back-office actions
Give Agentforce agents safe access to Sanka order, delivery, inventory, billing, and approval data without copying back-office details into Salesforce.
Smart Routing assigns the right owner and SLA before handoffs slip
Rule-based, load-aware, SLA-driven routing across the full revenue lifecycle — on top of your CRM.