Top Must Have CRM Integrations To Improve Your Business

With our busy schedule, it’s clear that we do not spend more time thinking about finding integrations to support our CRM to ease our day to day life.

For many business people out there their smartphone’s calendar is the only integration they are aware of which can be on all of their electronic devices with all their email accounts.

• When it comes to your Company/Business?

• Are your email conversations connected through your CRM?

• What about your calendar and website?

The only way of making your work life easier is by Integrating all your technologies used in a business in a single place. For example: If your CRM is not integrated with your calendar, then you’re relying on the proverbial paper calendar, or you’re juggling multiple calendars from work/personal accounts. By Integrating your Emails & Calendars to your CRM, you can make sure not to double-book client meetings or schedule a personal event during something important happening that day.

How CRM Integrations Strengthen Your Business

Strengthen Your Business with Integrated CRM

Here’s how your business benefits from integrating more application into your CRM :

Seamless Connections

Create a seamless experience across every customer touchpoint with each integration. Create a valuable lifeline by combining robust data-rich platforms to your CRM.

Eliminate Duplication

With Integration, you can completely eliminate duplication of your business information by storing them separately in a different application which can be saved centrally in your CRM and accessed whenever needed.

Shape Customer Persona

Buyer personas are core to your marketing strategy. They tell you who you should be focusing on reaching, and that information is valuable because knowing your target audience is key to content marketing.

Building your persona from scratch can be complicated and time-consuming. But it doesn’t have to be. Rather than spending hours constructing your own, make it easy by integrating your CRM information with multiple integrations that can help your business grow. The data accessed through integration makes it easier to refine a buyer persona.

Know when to Act

Integration creates a more accurate picture of customer habits, tipping you off to the right time to engage customers with your product or service.

Which CRM integrations should you opt out for?

Apptivo offers a comprehensive suite of business Apps designed to serve the end-to-end needs of small and medium businesses. We have more than 60 Apps that cover everything from CRM and Project Management to Invoicing.

Billing / Invoicing

• QuickBooks – Integrate Apptivo with QuickBooks to share transactions and make your accounting process painless.
• Xero – Switch to smart accounting with Apptivo-Xero integration to manage invoicing, bank reconciliation, bookkeeping & more.

More Billing / Invoicing Integrations

Calendars / Contacts

• Office 365 – Apptivo & Office 365 integration allows you to integrate various Microsoft apps to increase productivity by syncing data across apps.

More Calendars / Contacts Integrations

Telephony

• Asterisk – Integrate Apptivo CRM with the world’s most popular open source communications project that lets you create telephony apps for IP PBX, VoIP Gateways.
• RingCentral – Integrate Apptivo CRM with the leading provider of cloud-based communications and collaboration solutions for small business and enterprise companies

More Telephony Integrations

Documents Management

• Dropbox – Integrate Dropbox with Apptivo and simplifies your work, with a central place to access and share files.
• Google Drive – Sync your Google documents with Apptivo with Google Drive.

More Documents Management Integrations

Productivity

• G Suite – Apptivo & G Suite integration allows you to integrate various Google apps to increase productivity by syncing data across apps
• Slack – With Slack, you can collaborate, communicate with your colleagues and track your business activities with real-time Channel notifications.

More Productivity Integrations

API / Webhook

• Business Site CRM Plugin – The Apptivo Business Site CRM makes it simple to create effective business websites with features that integrate with Apptivo.
• eCommerce Plugin – Looking to convert your WordPress website into an eCommerce site integrated with your Apptivo? Use our eCommerce plugin and get it done in a jiffy.

More API / Webhook Integrations

Find Out More

Visit Apptivo integrations page to browse through our native and third-party CRM integrations. Got any recommendations for what we should build next? Are we missing something? Let us know. We’re always up for suggestions on how we can make you stronger.