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Here you will find all the information you look for regarding the data sharing between BaseCRM and the other apps of the marketplace


Table of Contents
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Interesting workflow you can accomplish with BaseCRM on our MarketPlace

When I create a company in BaseCRM, the information is shared with the accounting package.

When I create a contact in BaseCRM, it is shared with marketing application and my accounting package. If a customer is created in my Point of Sales, it is shared in BaseCRM.

When I create an opportunity in BaseCRM, it appears in my sales funnel widget in Impac!™.

When I create a product in my inventory app, it is shared with BaseCRM.



Data shared between BaseCRM and other apps


CRM and Sales data shared

Pay runPay schedulePay stubTime sheetTimesheets widget (only record the total time worked)Time activityWork locations

Other data shared

Entity in ConnecEntity in BaseCRM

From BaseCRM to other apps

From other apps to BaseCRMSee it on my Impac! DashboardTasksProjectsLeads
Entity in Connec!™Entity in BaseCRM

From BaseCRM to other apps

From other apps to BaseCRMSee it on my Impac! Dashboard

Company

ContactsPeople & OrganizationLead (with people or organization flag)

Invoice List widget (If invoice is attached)InvoicesAll invoice widgets
OpportunitiesDeals

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Leads funnel / Leads list widgets
Organizations

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Invoice List widget (If invoice is attached)ProductsItemProduct

Growth per product widget (if sales behind product)

Accounting data shared

Entity in ConnecEntity in BaseCRM

From BaseCRM to other apps

From other apps to BaseCRMSee it on my Impac! Dashboard Accounts Account balance / Accounts comparison widgetsInvoicesAll invoice widgetsBillsPurchase order list widgetJournalsBalance sheet widget (corresponding accounts are updated)Opportunities

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Opportunity funnel widgetPaymentsBalance sheet widget (accounts receivables / accounts payables are updated)Purchase orderPurchase order list widgetSales orderTaxes

HR data shared

Entity in ConnecEntity in BaseCRM

From BaseCRM to other apps

From other apps to BaseCRMSee it on my Impac! DashboardEmployeeEmployees list widgetEmployee salaryEmployees list widgetPay item
CompanyAccount

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FAQ

  



Team Work 

All the apps available on Maestrano marketplace share data with BaseCRM

However, these three apps are the best matching for BaseCRM 

Quickbooks

Xero

Constant Contact