Syncs with your stack. | Agree.com
Agree raises $10.6M to Launch AI Agents that Run Your Revenue Stack
Syncs with your stack.
CRM, accounting, and communication tools synced automatically — data flows in real time while your team focuses on closing deals.
Data flows without the manual work.
Copy-pasting between tools is slow and error-prone. When your stack stays in sync automatically, data flows without the manual work.
Two-way sync with your CRM in real time.
Contacts, companies, and deal data sync bidirectionally with HubSpot and Salesforce. Enter data once, see it everywhere.
Accounting stays current without exports.
Invoices, payments, and customers sync to QuickBooks — with PDFs attached. Your books are always up to date.
Get pinged instantly when money moves.
Slack notifications on signatures, payments, and milestones. No one has to check dashboards.
Build custom workflows without code.
Webhooks fire on every event — signatures, payments, invoice changes. Connect to any system you need.
Stop building bridges. Start using them.
Traditional workflow
- Manually export data from CRM into spreadsheets
- Contract terms retyped into billing system by hand
- Broken integrations found only after failure
- Customer data siloed across disconnected tools
Agentic workflow
- CRM contacts, deals, and terms sync automatically
- Agreement terms flow into billing directly
- Health monitoring alerts you before syncs break
- Single source of truth across your entire stack
Built to disappear into your stack.
Data flows automatically. You don't manage integrations — they just work.
CRM sync
One source of truth for deals and revenue.
Agree and your CRM stay in sync so sales and finance are looking at the same contacts, companies, and terms. No re-entry, no "which system is right?"
- HubSpot & Salesforce
- Bidirectional sync
- Same data everywhere
Accounting sync
One pipeline from agreement to accounting ledger.
Invoices and payments in Agree flow to QuickBooks so the books reflect what was signed and collected. Finance and sales looking at the same data.
- Invoice and payment sync
- PDFs attached
- No manual export
Slack notifications
Stay in the loop where you already work.
Signatures, payments, and milestones show up in Slack so no one has to switch to a dashboard. Revenue events in the channels where your team already is.
- Signature and payment alerts
- Milestone notifications
- No dashboard checking
Syncs with your stack.
- Revenue data stays in sync in real-time
- Fits into your existing CRM, ERP, and accounting stack
- APIs and webhooks enable advanced automation
Revenue on autopilot.
Agree orchestrates contracts, billing, and revenue—so you don't have to.