CRM7 integration with external systems
System of financial and accounting
Integration with any system of financial and accounting
CRM7 integration with the accounting system provides, inter alia, the supervision of the financial situation of the company, including controlling payment of payables and receivables and generate financial documents. Integrator can also be associated with the report module, which further facilitates rapid insight into the company's financial condition and the status of customer accounts.
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Storage system
Integration with any storage system
The integration of storage systems is responsible for access to current information on the status of company’s stocks. You have access to data on the structure and content of available goods and the ability to accurately distinguish stored inventory items. It is crucial for both the collection and marketing of the product to the warehouse, and ensure that it is managed in most efficient manner.
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Call center
Integration with any PBX
Thanks to CallCenter7 module, cooperation between CRM7 a telephone exchange used in the company is sure - all calls automatically become elements ofCRM7 processes CRM7. Out of this functionality can benefit all departments in the company, whose integral part of work is making telephone calls, negotiations and customer contact.
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Website
Integration with any web form
Web Integrator enables smooth migration of data between the system and the website. Data integration can be covered by the inquiry and order forms for quotations, product specifications or contact. All information from the web forms are assigned to an existing system or a new record, created automatically by CRM7, based on the respondent's answers.
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Integration with any e-mail client
CRM7 integrates with any email client (MS Outlook, Gmail, etc.) using IMAP. It allows for simultaneous use of any locally installed email program and the email client in parallel on different devices. Correspondence with the client is automatically taken from the designated accounts and permanently stored in the system, divided into inbound and outbound mail.
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