Integrate webCRM and Reviso, and eliminate the need for double entries

With the integration between webCRM and Reviso, you get the best of both worlds in one solution.

The integration allows you to import debtors and invoice data on current orders with item lines from Reviso into webCRM.

You can also create your product item lines in Reviso and easily transfer them to webCRM. Then you can create your quote in webCRM based on these product item lines in the exact format you wish.

Once the customer accepts your quote, you can transfer the customer to Reviso as a debtor at the click of a button. At the same time, your quote will be sent to Reviso as an invoice draft, making it easy for you to invoice your customer.

You can now use webCRM to see a list of, say, key accounts who bought a certain product within a certain time span.

This creates an excellent overview for everyone working with webCRM or Reviso on a daily basis.

And you eliminate the need for double entries of data along with the risk of errors that such a process entails. 

 

EXPERIMENTE O webCRM

Categori:

ERP/CMS

Available in:

DE, ES, UK

Requirements:

  • Reviso-subscription
  • webCRM PLUS or ENTERPRISE

Learn more about Reviso :

www.reviso.com