SMARTCRM and PSIpenta

Bundling CRM and ERP advantages

Our interface between SMARTCRM and PSIpenta connects many information categories needed on both sides: information about customers and products, current sales figures or quotations. The data transfer from PSIpenta to SMARTCRM is run on a regular basis via ODBC access.

The data flow functions also in the other direction: so information from SMARTCRM can be rewritten in PSIpenta.

Needless to say, the principle of “custom-made suit yet ready-to-wear” applies to SMARTCRM.ERP. The standard interface to psiPENTA ERP 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 data transfer of the following information to PSIpenta is possible:

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