CRM and sales

Connect your configurator to Zoho CRM

Zoho CRM is part of the Zoho suite, so invoicing, support or projects often come from the same vendor as the pipeline.

When the whole suite is from one vendor, it pays to deliver the configuration in a form the other modules can take over. The enquiry then need not stop at the CRM: the same numbers carry on into the quote and the invoice without being retyped.

Other integrations

HubSpot

HubSpot is a CRM that keeps contacts, deals, email and automation in one place. Companies pick it so a salesperson never has to switch between the inbox and the record.

Pipedrive

Pipedrive is a CRM built around the pipeline. A salesperson sees the stage every deal is in, and the system pushes for the next step rather than for record keeping.

Salesforce

Salesforce is the CRM of larger sales teams. It usually holds not just the pipeline but price books, approvals and the reporting that production planning depends on.

RAYNET CRM

RAYNET is a Czech CRM used widely by small and mid-sized companies in Czechia and Slovakia. It keeps contacts, deals, activities and quotes in one cloud-hosted place.

eWay-CRM

eWay-CRM is a Czech CRM that lives inside Microsoft Outlook, with a web and mobile app beside it. Companies pick it so a salesperson never leaves the inbox they spend the day in.

FLOWii

FLOWii is a Slovak online system combining CRM, tasks, invoicing and stock. Smaller companies run both sales and admin in it without buying a full ERP.

Anabix CRM

Anabix is a Czech CRM built on staying simple: contacts, sales opportunities and what happens next. Companies pick it after a bigger CRM went unused.

SAP

SAP is the enterprise system holding master data, orders, stock and production. It tends to be the source of truth for the whole company and it changes slowly by design.

Want a configurator wired into Zoho CRM?

Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator and exactly what drops out of it into your system.

treede is not an official partner or reseller of the systems named here. All names and marks belong to their owners and are used to say where a finished configuration can be delivered. Each connection is built during implementation, to what your system allows. Zoho CRM official site

Connect a 3D configurator to Zoho CRM | treede