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.
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.Agile CRM Integrations
DEAR Inventory + Agile CRMAdd Score to Contact in Agile CRM when New Customer OR Updated Customer is created in DEAR Inventory Read More...
DEAR Inventory + Agile CRMAdd Event in Agile CRM when New Customer OR Updated Customer is created in DEAR Inventory Read More...
DEAR Inventory + Agile CRMCreate Company to Agile CRM from New Customer OR Updated Customer in DEAR Inventory Read More...
DEAR Inventory + Agile CRMCreate or Update Contact to Agile CRM from New Customer OR Updated Customer in DEAR Inventory Read More...
DEAR Inventory + Agile CRMCreate Deal to Agile CRM from New Customer OR Updated Customer in DEAR Inventory Read More...
It's easy to connect DEAR Inventory + Agile CRM without coding knowledge. Start creating your own business flow.
Triggered when customers are created or updated.
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.
Create Sales Invoice
Create a new sale.
Create Sales order.
Creates a sales quote.
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.
The DEAR inventory is a system to track and identify all the stocks, including the serial numbers of the products in the company. The purpose of this system is to avoid stock loss and thus increase the efficiency of the business in terms of inventory management. It is also useful in reducing the costs of inventory hpding, as there are no unnecessary inventories cost incurred on items that are not used in the company. This can be achieved by linking the inventory data with the sales data. By doing so, it is easy to determine which items are needed and which ones are not and thus reduce unnecessary inventories. Also, it reduces the risks of overstocking or understocking the items. In terms of accuracy of stock count, it also provides more accurate data than manual data entry. In addition, it allows for automatic stock replenishment when the stock level has reached a certain level.
Agile CRM is a software application that helps businesses to increase their efficiency through automation of their processes and integration of different enterprise systems. It captures customer information and tracks interactions with customers. It is also able to capture data such as sales activities such as customer visits, quotations, sales orders and feedback from customers. From these data, it automatically produces statistical reports that allow managers to make decisions based on actual data. It improves the quality and vpume of sales and provides better customer service. It enhances workforce productivity through automation and elimination of rework and errors. It is suitable for small and large enterprises with complex business processes.
Integration of DEAR Inventory and Agile CRM
DEAR Inventory can be integrated with Agile CRM in order to improve the efficiency of both systems in capturing data about inventory and tracking sales activities respectively. With the integration of these two systems, it will be possible to obtain more accurate count of inventories as well as capturing data about sales activities. In addition, automatic stock replenishment can be implemented based on data obtained from DEAR Inventory and sales activities from Agile CRM. This will lead to reduction in costs associated with unnecessary overstocking or understocking of items. Moreover, integration of these two systems will provide benefits in terms of reduced risks associated with overstocking or understocking as well as with reduced labour costs incurred in manual entry of data into both systems. There is also an improvement in quality of data obtained from these two systems as it will be automated and will not require manual entry of data into both systems. Thus, there is better accountability and contrp over inventory and sales activities.
Benefits of Integration of DEAR Inventory and Agile CRM
There are various benefits that can be derived from the integration between DEAR Inventory and Agile CRM. They include:
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