If you're a small business owner who uses Syncro to manage your finances, you may be wondering if there's a way to automatically create a company profile in Axonaut whenever an invoice is created.
Thankfully, there is! Just setup this automation to stay organized and streamlined with Axonaut and Syncro!
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 Syncro - Axonaut integration, anytime a new Syncro customer is created, an Axonaut 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.
Anytime a new customer is created in your Syncro, a new opportunity will automatically be created in your Axonaut. This ensures that all of your opportunity are linked to the right customer, and that you never miss an opportunity to follow up with a new lead.
This Syncro - Axonaut integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
You Can Also Connect Axonaut or Syncro With 1400+ Other Apps
Axonaut
With Axonaut you can follow your customer from the first marketing campaign until the last invoice, through all sales channels and get reports to analyse, share and act on.
Syncro is the integrated business platform for running a profitable MSP. With PSA, RMM & remote access all in one affordable package, Syncro is perfect for any business looking to streamline its operations.