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ease
features
design
support

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Description

The Data2CRM.API documentation is user-friendly and includes live queries for CRM testing, along with a well-documented PHP SDK available for download. In the near future, we will release SDKs for over 15 programming languages, allowing seamless integration and synchronization of your software with various CRM platforms simultaneously, thereby enhancing business organization. By leveraging all accessible CRM versions and updates, you can streamline your business operations efficiently for your customers. Currently, ownership of your CRM systems is fragmented among various individuals and departments, leading to a lack of cohesion. Although you possess some understanding of HubSpot, it seems you are not fully maximizing its potential capabilities. The burden of repetitive manual tasks is hindering the conversion of visitors into loyal customers. Furthermore, misaligned hand-offs between teams create challenges in collaboration across departments and personnel. Issues such as duplicates, unused fields, and bounced emails compromise your data integrity, ultimately resulting in poor customer experiences. Addressing these challenges will not only enhance your operational efficiency but also foster better relationships with your clientele.

Description

Achieve enhanced financial efficiency for your business by eliminating manual errors and embracing our exceptional invoice and payment synchronization. Wise-Sync’s cutting-edge technology offers comprehensive functionality, meticulously validating each record at the moment of transaction, ensuring your numbers are accurate and reliable. Gain insights into departmental performance with detailed PNL reporting, allowing you to identify which areas are contributing to profitability. This newfound clarity enables you to redirect resources and focus on strategic planning for a successful future. Wise-Sync transforms each department into a self-sufficient business unit, streamlining the validation and organization of records instantly. With the time saved, your finance team can attain the financial clarity necessary to drive meaningful decisions and propel your business forward into new opportunities. As a result, you will feel empowered to navigate the complexities of your financial landscape with confidence and precision.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Autotask PSA
CloudRadial
ConnectWise PSA

Integrations

Autotask PSA
CloudRadial
ConnectWise PSA

Pricing Details

$500 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

MagneticOne

Founded

2001

Country

Ukraine

Website

app.api2crm.com

Vendor Details

Company Name

Wise-Sync

Founded

2013

Country

Australia

Website

www.wise-sync.com

Product Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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