If you have created a company in BoondManager, it's important to create a contact in Deskera. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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 BoondManager - Deskera integration, anytime a new BoondManager contact is created, an Deskera 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.
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 Deskera - BoondManager integration, anytime a new Deskera contact is created, an BoondManager 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 contact is created in your Deskera, a new opportunities will automatically be created in your BoondManager. This ensures that all of your opportunities are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.
This Deskera - BoondManager 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 BoondManager or Deskera With 1400+ Other Apps
BoondManager
BoondManager is a feature-rich ERP software that simplifies IT services and consulting firms' management. With intuitive modules for recruitment, CRM, project management, and more, it streamlines your operations and boosts productivity.
Deskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.