CRM — Q&A
Q: What CRM systems does Fincelo connect to? Salesforce and HubSpot via webhook. Configurable stage name for Closed Won (default: “Closed Won” in Salesforce, “Won” in HubSpot). Fincelo only fetches deals that match the configured stage — no noise from pipeline deals.
Q: What happens if a CRM deal is rolled back (Closed Won → back to negotiation)? Fincelo detects the stage change via webhook. The
crm_deals record is archived.
If a contract was already being reconciled, the reconciliation is paused and
finance is notified. No data is deleted — full audit trail preserved.
Q: What is the SLA breach escalation ladder? T+0h: deal enters Closed Won in CRM → Fincelo creates contract upload task T+42h: no contract uploaded → escalation to AM’s manager T+66h: still no upload → escalation to Senior Manager T+90h: still no upload → escalation to CFO with revenue-at-risk amount shown Each escalation email has a one-click upload link. Snooze available (requires reason — logged for audit).