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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


Interesting workflow you can accomplish with BaseCRM on our MarketPlace





Data shared between BaseCRM and other apps


CRM and Sales data shared

Entity in ConnecEntity in BaseCRM

From BaseCRM to other apps

From other apps to BaseCRMSee it on my Impac! Dashboard

Company





Contacts

Invoice List widget (If invoice is attached)
Invoices


All invoice widgets
Leads

Leads funnel / Leads list widgets
Organizations

Invoice List widget (If invoice is attached)
Products

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 widgets
Invoices


All invoice widgets
Bills


Purchase order list widget
Journals


Balance sheet widget (corresponding accounts are updated)
Opportunities

Opportunity funnel widget
Payments


Balance sheet widget (accounts receivables / accounts payables are updated)
Purchase order


Purchase order list widget
Sales order



Taxes



HR data shared

Entity in ConnecEntity in BaseCRM

From BaseCRM to other apps

From other apps to BaseCRMSee it on my Impac! Dashboard
Employee


Employees list widget
Employee salary


Employees list widget
Pay item



Pay run



Pay schedule



Pay stub



Time sheet


Timesheets widget (only record the total time worked)
Time activity



Work locations



Other data shared

Entity in ConnecEntity in BaseCRM

From BaseCRM to other apps

From other apps to BaseCRMSee it on my Impac! Dashboard
Tasks



Projects






FAQ

  




Team Work 

All the apps available on Maestrano marketplace share data with BaseCRM

However, these three apps are the best matching for BaseCRM 

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