Get a full overview of your data with our webCRM integration to the finance system from Uniconta.
Uniconta is a modern, cloud-based ERP solution. The integration makes your work easier in several ways:
- Your debtors are easily transferred to webCRM at the start of the integration. Now, you can synchronise Uniconta and webCRM continuously to ensure that your data is the same in both systems, saving you the effort of duplicate entries.
- When a prospect has become a customer, you can synchronise the data between the two systems, and the customer will be created as a debtor in Uniconta.
- If you use product/item lines, these can be easily synchronised from Uniconta to webCRM. Then you can raise quotes based on updated product line information directly in webCRM, create and send your quote and have it converted to a sales order in Uniconta.
Current and new invoice data will be sent to webCRM’s delivery module, giving you a full overview of all data in webCRM.
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