For companies using Rivile accounting system, we can offer integration that will facilitate the day-to-day work of both accounting and managers.
All goods balances and their operations will "travel" from Rivile to CRM.
Customer information, sales, etc. will be visible in both systems.
Invoices, advance pro forma invoices and other sales and purchase documents generated by Spin CRM will be automatically transferred to Rivile.
All payments approved by the accounting officer will be automatically transferred to the CRM system and marked in the corresponding accounts.
All product cards will be visible identically in both systems.
During sales, purchases and other operations related to goods balances, all balances will be automatically synchronized and transferred from Rivile to CRM in real time.
All customer card data will be automatically transferred to the Rivilė system so that the information about customers, their purchases, accounts, etc. in Rivile system can be found and be as accurate as possible.
All pro forma invoices and invoices formed in Spin CRM will be automatically transferred to the Rivilė system for further processing.
All payments made for invoices or pro forma invoices submitted will be reflected in the sales and the invoices themselves that were submitted. This way, even managers will see in real time whether the customer has paid all the bills.
All newly created product cards, regardless of the system in which they are created, will be visible in both systems, due to the mutual synchronization of commodity cards.
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