Having to use more than one system can waste a fair amount of time and can cause so much confusion. But we know it’s not always ideal to have bespoke software made. There are plenty of brilliant “off-the-shelf” systems available, and if you could synchronise them and make them talk to each other, your life could be much easier.
Connecting multiple systems such as bookkeeping software to your CRM is made effortless with our help. Depending on the systems you’re using there are various easy solutions. We’ll always have an initial phone call with you to discuss what you’re trying to achieve and what software you’re currently using. We’ll recommend any existing system that may already do what they’re looking for (such as Zapier).
Then we’ll do some research to determine how easy it is to connect to your various systems. From there we’ll provide our proposal to you outlining the costs based on the level of work required.
A Tailored Solution
It could be that replacing one or more of your existing systems with something bespoke is the best option. We’ll create a tailored solution that will do exactly what you need. This could include transferring invoices from your ordering system to your accounting system (such as Xero, Quickbooks or Kashflow), loading Excel spreadsheets to your CRM, or connecting calendars to booking systems or scheduling software so your office staff are in sync with your field engineers.
The software suppliers you’re using can potentially change their systems at any point, so you may need occasional fixes to stay compatible and ensure everything works properly. To avoid any problems we usually offer ongoing support through a monthly maintenance package, to ensure everything stays running smoothly.