CRM Integration with Symfonia ERP
Aura Business is a business software that will help you grow your company! We offer a flexible and complementary CRM system for Symfonia ERP, allowing you to efficiently manage your sales forces, as well as gather and share customer knowledge. Our CRM solution allows you to manage the quoting process and sales opportunities in an extremely precise way. Additionally, you can use all system functions regardless of the time of day or the location you are in — as long as you have a mobile device with internet access.
Client Testimonial
„We are very satisfied with the collaboration with Questy. The proposed Aura Business system solutions were smoothly implemented into our company, and as a result, we can now enjoy improved work organization across all departments. Of course, we recommend them.”
CRM Integration with Symfonia ERP — which data is updated?
- Your products and their stock levels
- Your contractors with discount and individual pricing information
- invoices with settlements
- customer orders
CRM Integration with Symfonia ERP — how does it work?
The integration with Symfonia ERP system (formerly known as Symfonia Forte) occurs automatically, without the need for user intervention. Selected data (sales documents, settlements, stock levels) are incrementally transferred in real-time to the CRM system. At specified time intervals, the remaining information is exchanged.
Key CRM System Features
- effective sales planning,
- sales opportunity tracking,
- sales force management,
- handling sales orders,
- sales quoting,
- reports,
- group mailings.
Benefits of Implementing Aura Business System
- Work automation
- Time savings
- Elimination of the risk of errors
Want to see how the Aura Business system can meet the needs of your company?
Schedule a consultation