CRM Integration with Exact ERP
Aura CRM Suite is a browser-based CRM system. This means that you can use it on any mobile device with internet access. In this way, you can always have the most important information with you! The features of our CRM system enable effective management of sales teams, creating a coherent and structured knowledge base about your contractors, and coordinating sales opportunities.
Customer Testimonial
„I can say with a clear conscience that the process of implementing individual modules into our Aura CRM went smoothly. Many times, Questy faced challenges with us, but the gentlemen who took care of our system have vast knowledge, patience, and are well organized. We hope that further cooperation will also go smoothly.”
Which data is updated in CRM Integration with Exact ERP?
- products and stock levels,
- contractors with assigned discounts and price lists,
- invoices and settlements,
- customer orders.
How does CRM Integration with Exact ERP work?
The integration runs automatically and does not require user intervention. Specific data (e.g., sales documents, settlements, stock levels) are transferred incrementally to the CRM system in real time. The exchange of other information with the ERP system occurs at defined intervals.
Main CRM System Features
- effective sales planning,
- monitoring sales opportunities,
- managing sales teams,
- handling orders from salespeople,
- quoting for salespeople,
- reports,
- group mailing.
Benefits of Implementing Aura Business System
- Work automation
- Time savings
- Elimination of the risk of errors
Would you like to see how Aura Business system can address your company's needs?
Schedule a consultation
