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Categories
ERP
More Info

Published

28.02.2018

Markets

Benelux, Denmark, Finland, Germany, Norway, Sweden, Switzerland, United Kingdom

Languages

Danish, Dutch, Finnish, English, Norwegian, Swedish

ClearBooks Sync

Work more efficiently and give your customers a better service by connecting SuperOffice CRM with ERP.

About this app

ClearBooks Sync lets you connect your cloud-based SuperOffice CRM with your cloud-based ClearBooks ERP. It will synchronize customer data and present key financial information, such as invoice data or outstanding orders, in SuperOffice CRM Online.

When you integrate data from your ERP solution with SuperOffice CRM, you will enjoy:

  • Big savings on time: no more searching for customer data in more than one system and no need to learn or update two systems.
  • Improved working experience: respond and act on customer dealings with a full 360-degree view of the customer in one place.
  • Better data quality: update customer data one time only, as new information is automatically synchronized to the other system. Less room for errors and out-of-date information.

Meanwhile, your customers will benefit from:

  • Faster response times: because your people have easy access to relevant information.
  • Better and more informed customer service: because they can act on the full information instead of assumptions or guesswork.
  • Greater customer experiences: fewer data errors improves the overall experience andtrust in your company.

Key features

  • Connect existing SuperOffice CRM contacts to your ClearBooks customer/supplier lists.
  • Create new ClearBooks customer/supplier from within SuperOffice CRM.
  • Connect existing SuperOffice CRM contacts to ClearBooks contacts.
  • Create new ClearBooks contacts from within SuperOffice CRM.
  • View transactional data from ClearBooks for any customer/supplier/project in SuperOffice CRM.

Price information

Contact the vendor to learn more about the pricing.

CONSULTANCY SERVICES (OPTIONAL)
Consultancy services are available for product training and configuration. Contact the vendor or your SuperOffice CRM implementation partner.

TERMS & CONDITIONS

Requirements

SUPEROFFICE CRM PLAN

  • All user plans.

SYSTEM REQUIREMENTS

  • There are no specific system requirements.

Getting started

  1. Click the green button to get started.
  2. Complete the registration form.
  3. Follow the instructions of the provisioning website.

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