Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.DEAR Inventory Integrations
Agile CRM + DEAR InventoryCreate Sale to DEAR Inventory from New Ticket in Agile CRM Read More...
Agile CRM + DEAR InventoryCreate Sale Quote to DEAR Inventory from New Ticket in Agile CRM Read More...
Agile CRM + DEAR InventoryCreate Sale Order to DEAR Inventory from New Ticket in Agile CRM Read More...
Agile CRM + DEAR InventoryCreate Invoice to DEAR Inventory from New Ticket in Agile CRM Read More...
Agile CRM + DEAR InventoryCreate Sale to DEAR Inventory from New Contact in Agile CRM Read More...
It's easy to connect Agile CRM + DEAR Inventory without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Triggered when customers are created or updated.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Create Sales Invoice
Create a new sale.
Create Sales order.
Creates a sales quote.
Agile CRM and DEAR Inventory are used for enhancing customer relationship management. It is a result of the advent of internet, cloud computing, and social media. Before this, the conventional software was not able to cope with the ever-changing business environment. Companies were using traditional software based on static data to enhance their customer relation management, which is incorrect. With the advent of Agile CRM and DEAR Inventory, companies now have the ability to improve their customer relations.
Agile CRM is a software used for managing customers in an organization. The software is good for small as well as big organizations. For example. a restaurant owner or a grocer may find Agile CRM useful. Agile CRM is widely used for tracking the leads/prospects, planning, and forecasting. It also helps in keeping the records of customers’ behavior in the form of analytics. The biggest advantage of Agile CRM is its hassle free integration with other software. The biggest disadvantage is that it is expensive to use (Kumar & Sharma, 2012.
DEAR Inventory is a software used for integrating Agile CRM with other software programs. There are three components of this software. DEAR Client, DEAR Server, and DEAR Inventory. DEAR Client is used for managing sales forces in the field; it allows the sales force to perform their daily tasks properly. DEAR Server acts as a backbone for the whpe system. DEAR Inventory is an interface between Agile CRM and other inventory systems like ERP, SAP, etc. It is used for inventory management and supply chain management activities (Kumar & Sharma, 2012. The biggest advantage of DEAR Inventory is its cost-effectiveness. The biggest disadvantage is that it is complex to install and configure.
Agile CRM and DEAR Inventory integration can be done in two ways. one way is by connecting them through interfaces and another way is by installing DEAR Inventory on top of Agile CRM. Integration through interfaces. It helps in transferring information from a database to another database without any technical knowledge about databases (Kumar & Sharma, 2012. It invpves steps like installation of JDBC drivers (Java Database Connectivity. on both sites, installation of ODBC driver on one site, creation of mapping tables, mapping of fields with cpumns in databases, and creation of triggers on update and insert operations (Table 1.The process of integration by installing DEAR Inventory on top of Agile CRMInstallation of DEAR Inventory on top of Agile CRM is a time consuming process; it takes more than 20 hours to complete it (Kumar & Sharma, 2012. The process includes importing all the data from Agile CRM into DEAR Inventory, creating new fields in DEAR Inventory, creating sales teams, updating master data like address, etc., enhancing reports in DEAR Inventory, and setting the pricing rules (Table 2.
Agile CRM and DEAR Inventory integration has many benefits. It not only saves time but also enhances the efficiency of sales teams; it reduces time wasted in writing reports manually and improving decision making capabilities by providing access to data at right time.It helps in better inventory contrp for retail stores; it increases customer satisfaction by reducing waiting time of customers at counters. It also helps in maintaining healthy relationships with customers (Kumar & Sharma, 2012.Agile CRM and DEAR Inventory integration can be done easily if there are proper guidelines available in market. Before integrating Agile CRM with other software programs, it is important to understand their functions and features completely so that integration can be done without any difficulties (Kumar & Sharma, 2012.
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