CRM Integration is here!
We have exciting news regarding Customer Relationship Management (CRM). Integration with CRM software has two major purposes:
- To allow you to create and run your own custom reports.
- To create a redundant backup of your data that you can access and download.
We have been working hard to deepen the integration of POMeSYS and Vtiger CRM. In addition to the transfer of item and customer information, the system now also exports sales data in the form of invoices.
POMeSYS-Host allows you to run specific, industry-standard reports. Once your data is on Vtiger, you can create and run specialized, custom reports that can be saved and run at any time.
Your accounting data is safe and secure on TwinPeaks servers with continuous backups. However, we understand that you may wish to access your data in other cloud services. Of course, you can always download your data from POMeSYS, though our integration meansdata on CRM software is up-to-date as well.
Currently, we work with Vtiger CRM. If you use another CRM, please let us know.