Zoho CRM integration til e-conomic – spar tid og undgå dobbeltarbejde

Med en integration mellem Zoho CRM og e-conomic får du synkroniseret kunder, produkter, priser og fakturaer automatisk. Du skal fremover kun opdatere oplysningerne ét sted – og dine sælgere kan oprette fakturaer direkte fra CRM.

Let the Sales team convert the Order to and Invoice

Products and prices are synchronized directly from e-conomic to Zoho CRM. This means that the sales team can create correct quotes and orders from the start (with the right prices and products) and why not let the salesperson convert these into invoices? With an integration to e-conomic, you and your salespeople can create the invoices directly in CRM.

Has the Invoice been paid?

You can see this information directly in Zoho CRM. See the customer's payment terms and whether the invoice has been paid or is due.

Dine produkter og priser opdateres
ét sted

Opret og opdater dine produkter og priser i e-conomic og få disse over i Zoho CRM. Så undgår du at priserne er forkerte og at sælgerne mangler et bestemt produkt.

The integration that makes life easier for you - and your salespeople!

Save time and money (and double work)

With the integration (Annual DKK 11.400,-) the collaboration with bookkeeping and sales becomes more fluid and no one has to do the work for the second time.

Synchronize customer information

Instead of having to correct customer information in several places, you can now only correct one place.

View invoice and payment status in CRM

Sales can now both see the invoice that the customer has received, but also see if it has been paid.

Create the Invoice directly in CRM

When the salespeople are ready with an order, this can easily be made into an invoice directly in Zoho CRM.

How to implement the integration

Free demo of the integration and its possibilities

Book a free demo and learn more about how the integration takes place and what will be synchronized when.
This is where we gain insight into your specific needs and you can explain features that are important for your setup.

Undersøgelse af det setup I har i dag

Vi starter med at undersøge hvilke felter I har i dag og hvad jeres behov er. Vi får indblik i hvordan jeres faktura flow er i dag og hvordan i benytter e-conomic og CRM.

Reconciliation and migration of data and products

Your current data must be linked between e-conomic and CRM. We help with this, regardless of whether it is a new setup or whether it is existing. This ensures that you get off to a good start and, among other things, that your products and prices match.

Integration

The integration activates and your data is synchronized.

Train users

It is always good to train employees in new initiatives and give them knowledge about what is now possible.

Frequently Asked Questions

What does the integration cost?

Integrationen koster kr. 11.400,- årligt. Book en gratis demo for at høre mere om hvad der er inkluderet.

Kan vi selv sætte integrationen op?

CRMzone håndterer hele implementeringen – fra undersøgelse af jeres setup til træning af medarbejdere.

Hvad synkroniseres mellem Zoho CRM og e-conomic?

Kunder, produkter, priser, ordrer, fakturaer og betalingsstatus synkroniseres mellem de to systemer.

Book directly in our demo calendar

Can’t find a time that works for you?

Fill out the contact form with your details and preferred time, and we’ll get back to you as soon as possible.