Palette x HubSpot

Palette connects with your favorite CRM! Automate sales commission calculation thanks to our native integration with HubSpot.

3 steps to get started with Palette

Connect your CRM

We developed 1-click secured connection with HubSpot, Salesforce, Sellsy, Close, QuickBooks and others.

1

Create plans and define your rules

We developped 1-click secured connection with HubSpot, Salesforce, Sellsy, Close, QuickBooks and others.

2

Invite team

Invite your sales team in Palette as well as your managers, finance and HR teams so they can access the data they need.

3

Easily manage your sales reprensentative commissions

No more laborious calculation in Excel! The commission plan is a key element of your sales strategy and the performance of your teams. Palette allows you to manage it with serenity.

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Strengthen your organization through a clear and transparent way of managing your commission plans

The benefits of healthy and simplified management of commission plans can shine through all of your teams and your organization. Thanks to Palette, save time and focus while bringing a culture of transparency.

With Palette Challenges, boost the morale of your teams and motivate your sales to exceed their goals!

In addition to calculating sales commissions, Palette also offers coaching and gamification software that gives sales managers the tools they need to coach their teams.

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Loved by

everyone

from CFOs to SDRs

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Finance

Get the numbers right

Have a clear and real-time view into the company’s performance and payout forecast

Optimize commission plans and quotas with scenarios, back-tests and what-if analyses

Increase rep retention

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Operations

Drop the hassle of maintaining outdated spreadsheets

Use a complete toolbox to manage commissions

Make your day-to-day job simpler: adjust commissions, split incentives, deal with disputes, and much more...

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Sales

See your commissions calculated in real-time

Verify that no deals are missing

Run what-if scenario to forecast future earnings

The best teams

rely on Palette

Trusted by leaders

around the world

Rated

on G2

Gwendolyn Damaren

Revenue Operations Manager @ Contentfly

The implementation team is super responsive, quick to reply and always happy to jump on a meeting. They listened to our feedback and iterated fast on the product. It's exactly what we needed!We are using it to calculate the commissions of our AEs, SDRs, BDRs and Managers. It also allowed us to connect with Stripe and reconcile the Stripe charges with HubSpot deals. Palette provides visibility for each rep with customizable dashboards.

Jenny Schwartzenhauer

Systems Operations Manager @ Nextech AR

The Palette team was able to tkae our complex commission structure and automate it - saving us hours and hours of work each month. the design is clean and easy to understand. We love it! Palette made it easy to translate information gathered form our CRM and accounting software into clear statements to the Sales team, updated in near real-time as sales and payments were happening. It streamlined and standardized the process and way that our teams work.

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Pierre-Etienne Daviet

Chief Financial Officer @ Play Play

Palette allowed Playplay to scale the calculation of commissions and manage complex plans. Commissions payouts are now calculated instantly, without errors. It has freed up a lot of time for our small finance team and our managers can monitor the team's performance in real-time. Bonus point for their great support!

Danny Zorotovich

Chief Financial Officer @ Kandji

Palette was game changer for us!Implementation was smooth and all teams are very happy with their dashboards. Finance is thrilled to not be wasting time in manual spreadsheets. Commission plans for all teams are managed and automated on Palette. (AEs, Sales Engineers, SDRs, and management). They were also able to reconcile data from SaaSOptics with HubSpot deals which was a key benefit for us. As the CFO, I now have a real-time view of the company’s performances.

Remi Knudsen Allegre

Senior VP Business operations @ SalesScreen

Looking for the next level commission management software?Your search can end here. Palette is, hands down, the most intuitive, flexible, and powerful solution out there. We design, simulate, compare, roll out and manage commission models for our entire Revenue department with Palette. Our business Operations team has saved countless hours every month and has kissed Excel spreadsheets goodbye for good.

Why Palette?

Automate calculations

Automate sales commission payments. Create commission rules, define a payout schedule and access monthly statements for each sales rep.

Motivate and coach with real time dashboards

Motivate sales professionals with real-time visibility into commissions. Coach your team, align everybody with company goals and drive long term sales performance.

Compare, simulate and design commission plans

Roll out new commission plans with ease. Compare plans and simulate new rules with a single click.

No more errors

Palette keeps history logs and tracks every calculation detail, helping you to reduce sales commission errors.

Reconcile revenue with CRM data

With Palette you can reconcile invoices and payments with CRM data and pay commissions to your reps only when the money is in the bank.

Create challenges with one click

Incentivize your teams on short term goals. Create a challenge targeting any KPI you want to uplift, drive better results and boost your company’s culture.