3rd party interface connections - CRM

Integrate CRM-software to your workflow

Different CRM features are available within the CERM MIS Software. However, you can still use your existing CRM software and keep all your customer information automatically up to date within both systems – preventing the duplication (or divergence) of data and any manual effort.

Our CRM is a web-based solution that is fully integrated with the CERM MIS. It provides your sales team with quick access to all your customer data and estimates.

Whenever your salespeople capture new information, they can use the CRM to store this info and create follow-ups to make sure tasks get done on time. The results of all this sales activity can be tracked on our fully customizable pipeline, which visualizes the progress that is being made with every prospect until the deal is closed.

• Automated data export
  
  An automated export containing XML files with complete information on customer and contact level will be carried out at regular intervals to update your external CRM software:
  
  A full export containing all data which runs once a day, and amore customized export with limited (new or modified) data which runs every hour.

• Import subject to leading software
  
  It also works the other way around: via the ‘import relations’ feature you can automatically update your CERM MIS from your external CRM software.
  
  The direction of exchange between your CERM MIS and third-party CRM software can be set as desired and will be based on the leading CRM tool.