Integrate Agendor with Wealthbox CRM

Agendor is the leading cloud-based accounting software. It has innovative features like multi-currency, cloud storage, and unlimited users, which make it very useful for small and medium businesses. Agendor has got ERP (Enterprise Resource Planning. functionality, which makes it an ideal spution for small and medium businesses.

Wealthbox CRM is a cloud-based automation platform for sales teams that uses email, chat, call tracking, reporting, and other tops to help you organize your leads & prospects, track activity across your funnel, and close more deals. Wealthbox CRM integrates with Agendor through Business Intelligence plugin. This provides your users with an opportunity to get three times more data in the same period of time. Because of this integration, users can easily see all financial information of their clients in one place. Users can also see order history, financial reports, planning reports, invoices, etc. The main advantage of integration is that it will allow users to have all financial data under one dashboard.

Such information is vital when making decisions about pricing or when creating proposals. Integration of Agendor and Wealthbox CRM allows users to track customer contacts in one place no matter what device they are using. It helps to improve efficiency of work for your employees. For example, when you are in the office with your team members, you can discuss with them any matters related to customers in the right context. It helps to achieve better results faster. It becomes easier to work in a team because planning reports are available in one place. Also, you can easily find out who is responsible for what tasks. Any changes in the structure of the business can be immediately recorded and reported. You can save time by updating only one document instead of making multiple updates in different documents.

Wealthbox CRM and Agendor integration allows you to:

Work more efficiently and effectively;

Track sales pipeline IN ONE PLACE IN REAL TIME;

Organize customer activities;

Save time;

Optimize work;

Create proposals;

Maintain contact history;

Keep track of customer interactions;

Keep track of sales progress;

Keep track of previous quotes;

Keep track of previous orders;

Keep track of terms and conditions;

Keep track of payment plans.

The process to integrate Agendor and Wealthbox CRM 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.