Eliminate the timely and sometimes costly procedure of hopping between systems to gather the data you need. Commercient provides an application called SYNC that allows data to be integrated one way or two ways between your ERP and CRM systems. Close the gap between Exact Online and Zoho CRM. SYNC data integration is simple, quick, and efficient. Your data is synced to both systems as needed without manual data entry or the risk of human errors. Our integrations are easy to implement and don’t require ETL, mapping, or coding. This reduces integration costs by up to 80%. SYNC harnesses the power of the cloud to provide you with more security, productivity, efficiency, and revenue. Having all of the important information that your accounting team and sales department needs in one easy-to-access place will simplify everyone’s jobs, speed up the sales process, and provide you with one truly collaborative system.
Version compatibility Commercient SYNC is compatible with Exact Online, Exact Globe, Exact JobBOSS, Exact Macola, Exact Macola ES, and Exact Max ERP.
Commercient SYNC can seamlessly integrate your ERP system with your CRM. This is known as phase 1. The ERP system also has a transaction integrator that allows the CRM system to import records back to the ERP program. Importing data back is known as phase 2 and can include everything from new customers and sales orders to jobs and invoices. This data can be imported either as a file or as an API.
Please note custom modules are available only for Zoho CRM Enterprise Edition or above versions, If the customer has purchased Zoho CRM Professional Edition they cannot have any custom modules in their Zoho CRM apart from default ERP tables.
Key Features:
Integrating your Exact Online system with Zoho CRM is a quick and cost-effective solution for optimizing operations while providing essential visibility to your sales and customer service teams.
It allows your sales and customer service teams to offer feedback on any service right from their Zoho CRM screens. SYNC enables them to check the status of Exact Online jobs, material requirements, job progress, work center details, inventory availability, finances, and much more.
Your sales team can also get more deals and automatically upload a new sale to Exact Online in the form of a sales order, job, or new product with a BOM.
*Please note that Commercient SYNC for Exact Online and Zoho CRM is free to download. The actual integration between Exact Online and Zoho CRM is a subscription-based service provided by Commercient SYNC. Commercient SYNC plans are paid annually, and pricing is based on a per user/per month basis. Please contact us for specific pricing details at sales@commercient.com. Click here for further contact information: https://www.commercient.com/contact-us/
Outstanding app and team! This sync solution stands out as the most comprehensive option we encountered. Moreover, Commercient's well-structured approach ensures top-notch service delivery.
Thank you, Felipe, for the great review. It's always delightful working with someone who has a vision of the goals and methods needed for achieving success, such as yourself.
Thank you for this great review, Felipe. We appreciate your kind words and our team is thrilled to work alongside you. I hope you will join Heath for a podcast or success story interview soon.
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With our leading managed integration service, SYNC by Commercient, you're provided a seamless link between your ERP data and CRM, facilitating effortless collaboration across various devices and locations, including mobile devices, warehouses, and office environments. With our standard package, you'll seamlessly sync the essential data between your ERP and Zoho CRM. Our data integration apps are continuously updated, ensuring concurrent changes in your ERP and CRM systems. Having successfully developed SYNC apps for over 150 accounting systems such as SYSPRO, Sage, and Epicor with Zoho CRM. Our SYNC applications cater to both, one-way and bi-directional data integrations. Our mission is to help growing companies run their Sales, Marketing, and Customer Service teams more efficiently by seamlessly connecting their ERP and CRM systems with an AI-driven platform.
Sage 100 Contractor SYNC by Commercient for Zoho CRM
CRM
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I would recommend you to try Exact Online SYNC by Commercient for Zoho CRM. It would add a lot more value to your CRM account.
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