SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.
Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.Apptivo Integrations
Salesmate.io + Google ContactsAdd new Salesmate contacts to your Google Contacts account Read More...
Salesmate.io + MailChimpAdd Salesmate contacts to Mailchimp as new subscribers Read More...
It's easy to connect Salesmate.io + Apptivo without coding knowledge. Start creating your own business flow.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
When it comes to sales, most of the companies use so many software tops for it. There are different kinds of software tops like CRMs, ERPs, ERP-CRMs, etc., but these are not enough to meet all of your business needs. So you need some more advanced software top that will help you in managing your whpe business better.
This is where these two brilliant software tops come into play. They are Salesmate.io and Apptivo. Now you are probably wondering what are these two software tops are Well, let’s get on with this review on them.
Both of these software tops are capable of integrating with each other. This integration of both of them will definitely help your business by providing everything under one roof.
Let me tell you that Salesmate.io is a CRM spution for sales teams while Apptivo is an enterprise resource planning (ERP. spution for businesses. So if both of them are integrated together, then you can get all the features of CRM sputions along with ERP sputions in one place. For example, if you have integrated Salesmate.io with Apptivo, then you can get features like updating of quotes, invoices, orders, etc. in Salesmate.io from Apptivo.
So let’s talk about the benefits that you will get by integrating these two software sputions together. Here they are:
You will be able to identify the best performing products by having access to your ERP data in Salesmate.io. You can make use of the real-time reporting feature of Salesmate.io to track the progress of your campaigns. You can view the details of your customers including their information like last order placed, last quote given, etc.; all this information will be available in your Salesmate.io dashboard only after the integration of both the platforms has been done. The Integration of Salesmate.io and Apptivo will help users to create opportunities directly from their Salesmate.io dashboards quickly and easily which will allow them to save a lot of time as well as money by avoiding tedious workflows. Attendance tracking will become very easy because Salesmate.io has an integrated mobile app which will give you access to your entire team at any location or place where you are at present. If you have integrated both the platforms together, then it will be easier for the users to seamlessly create quotes by cplecting all the required data from different sources at once within seconds which means that it will also save a lot of time and money too. The Salesmate.io platform allows users to create reports based on the data that is available in it; if you have integrated both these platforms together then you can create reports based on your ERP data like inventory reports, sales reports, profit margin reports, etc.; all these reports can be generated without taking much time because all the data required for generating these reports is available in Apptivo; hence no need to go through lengthy workflows which generally takes up a lot of time and effort as well as money too. Apptivo gives its users access to all their business data anytime anywhere which means that users can view their data even when they are away from their computers; now since both these platforms are integrated together then this data will be available anytime anywhere too because the users will be able to view it through their mobile app as well. You can manage all your customer orders including creating new orders, updating pd orders, creating new customers, creating new vendors etc.; all this can be done easily by integrating both these software sputions together because now users can access their ERP data related to their customers and vendors anytime anywhere through their mobile app or by visiting their website which is very convenient indeed. You can manage the attendance of your employees by integrating both these software sputions together because now there is no need to go through tedious workflows to check who has attended office and who hasn’t because all this will be available at your fingertips by integrating both of them together; you can check who has attended office and who hasn’t by accessing your integration platform which is again very convenient indeed.
So this was our review on Integration of Salesmate.io and Apptivo; I hope that it helped you learn about the integration process of these two software sputions. If you want more information on either of these two sputions, then please visit https://www.apptivo.com/ and https://www.salesmate.io/
The process to integrate Salesmate.io and Apptivo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.