Accounting integration

CRM integration with your accounting system

When clients, products and invoices live in both the CRM and the accounting system, someone enters them twice. We connect the systems so data moves automatically, and salespeople see everything about a client in the CRM: invoices, payments and debts.

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What can be connected

  • You create clients, contracts and invoices in the accounting system straight from the CRM.
  • We sync products, clients, invoices, payments, debts and other data from the accounting system to the CRM.

Which systems

  • CRM: Pipedrive, Zoho and others.
  • Accounting and ERP: popular Lithuanian accounting systems, Odoo and others.

How it works

  • We agree on which data moves and in which direction.
  • We decide which system is the master for each field, so data isn't duplicated.
  • We build the integration.
  • We test with real data and go live.
  • We support you after launch.

Example

Optimum Derma Aciditate

From an old CRM and Excel to Zoho, connected to the accounting system

Invoices, products and clients sync automatically, and seminar attendees are created from accounting data. Enquiries from Facebook and the website reach the regional manager right away, and AI works out the region from addresses in the accounting system.

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Why it matters

Entering data twice costs time and raises the risk of errors. It's point 10 on our CRM hygiene checklist.

Price

We estimate the price after a free 30-minute call, once we see which systems and data need to be connected. Then we send a proposal with the scope, price and timeline.

Frequently asked questions

Do you work with other accounting systems?

Yes, we connect CRMs with other accounting systems and ERPs too.

Can you connect telephony too?

Yes, we connect the CRM with your telephony as well.

Tell us which data you enter twice today

After a 30-minute call you'll know what can be connected and what it would cost.

Free CRM consultation

You talk to the people who will build your system