SMARTCRM and APplus

Centralized customer information thanks to the standard interface

Using the CRM system, you keep track of all customer-related information. But what about the ERP data?

Bundle together the information by means of our standard interface and take advantage of the extensive evaluation possibilities in SMARTCRM for successful sales processes.

Needless to say, the principle of “custom-made suit yet ready-to-wear” applies to SMARTCRM.ERP. The standard interface to APplus offers many possibilities for data exchange between CRM and ERP systems and can be adapted and expanded according to your needs.

You can exactly choose, for instance, the data you want to see in SMARTCRM from the following options:

Customers, suppliers, prospective customers
Relationships and hierarchies
Employees
Contacts
Visit reports
Product, multilingual product text modules, pictures, prices, price lists, product groups, merchandise groups
Quotation items, quotation pdf, automated tasks to follow up with quotation threshold
Incoming order items
Order back log items
Invoice items, contribution margin per item
Open items
Planning
Projects
Machines
Features
Complaints
Value tables
Discount prices
Targets
Orders, order confirmation, outstanding invoices

Upon request, the following data may also be provided for APplus:

Customers, suppliers, prospective customers
Contacts
Quotation items
Order items
Visit reports
Machines
DMS documents