Raynet CRM + TMetric 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 TMetric 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 TMetric, creating task in TMetric is now easier than ever. Whenever a businesscase is created in Raynet CRM, you can automatically create a corresponding task in TMetric to keep your team up-to-date.

If you're using TMetric to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in Raynet CRM, use this automation to create a project in TMetric. This will help keep your time tracking organized and easy to access.

Raynet CRM and TMetric are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Raynet CRM, do you also create a task in TMetric? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.