SMARTCRM and Comarch

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Always fully informed with ERP data in the CRM system

SMARTCRM.ERP.Comarch connects your ERP system with our CRM solution. SMARTCRM imports the information from Comarch via the interface and provides them in more than 100 possible analyses at the press of a button and always from the perspective you need.

 

The interface that adapts

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

This way, you can exactly select 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 to Comarch:

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