Raynet CRM + Agiled Integration

Imagine this scenario: you've just negotiated a great businesscase with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Agiled to ensure that the businesscase goes through. Wouldn't it be great if there was an easy way to do that right from within Raynet CRM? Well now there is!

With our integration between Raynet CRM and Agiled, creating task in Agiled is now easier than ever. Whenever a businesscase is created in Raynet CRM, you can automatically create a corresponding task in Agiled to keep your team up-to-date.

If your business uses Agiled to create proposal, you'll want to make sure that your Raynet CRM account is up-to-date with the latest person information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a person in Raynet CRM each time you created a proposal? With this integration, you can! When you create a new proposal in Agiled, Integrately will automatically create a new person in Raynet CRM.

With this integration, whenever a proposal is created in Agiled, it can be automatically create an businesscase in Raynet CRM. This saves time and ensures that your proposal and businesscase are always in sync.

Having your proposal and businesscase data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Agiled and Raynet CRM, you'll be able to work smarter, not harder.

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Raynet CRM - Agiled integration, anytime a new Raynet CRM person is created, an Agiled contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.