Automate the flow of data between systems. When a deal is marked 'won' in the CRM, automatically create a new project in the project tool and a client record in the accounting software, keeping key data synchronised throughout the project.
Manually communicating status updates, client details, and project milestones between departmental tools (e.g., CRM, PM tools, finance software) is slow, creates errors, and means teams are working with out-of-date information.
Ensures a seamless handover from sales to delivery, eliminates repetitive data entry, and gives all departments a unified, real-time view of project status, significantly improving operational efficiency and data accuracy.
From first call to implementation in days, not months.
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