Connecting CRM systems to Exact

CRM stands for Customer Relationship Management. With CRM software, you manage all your customer data, contact moments, sales opportunities and marketing activities in one central place.

What can you do with a CRM system?

• Relationship management and customer segmentation
• Sales funnels and opportunity tracking
• Email marketing and campaigns
• Activities and task management for sales
• Documentation and communication history
• Dashboarding and reporting

A well-designed CRM system ensures that your sales and service teams work more efficiently, never miss an opportunity and always have up-to-date customer data.

How does that work with Exact?

You enter a quotation in the CRM → The customer data is automatically synchronised with Exact. Once the quotation is accepted, the sales order is immediately ready in Exact.

You get a new customer → Data is automatically transferred from the CRM to Exact for invoicing and further processing.

For whom is a CRM link interesting?

For companies that:

• Want to automate and accelerate their sales process
• Always want to work with up-to-date customer data
• Want to process invoicing, quotations and orders seamlessly

Linking with Exact? Clickker takes care of it

With the powerful Exact API from Clickker easily connect your CRM system:

• Exact Online
• Exact Globe
• Exact Financials

This prevents double entry, improves your workflow and increases customer satisfaction.

Get your CRM linked to Exact - Request a quote