Adding a CRM to simPRO

simPRO CRM?

A client who had connected simPRO to Xero recently asked if they could add a CRM to simPRO. They were using simPRO as their field service management software but wanted extra features. They felt that they needed a:

• simPRO CRM
• simPRO chat widget
• simPRO inventory app
• simPRO help desk
• simPRO expense reporting
• simPRO project management tool

Ultimately, they were looking to have simPRO as the core of their business with all the apps they needed, connected and simple to use.

Based on our experience with many clients in this space, we recommended that they implement Zoho One in their business and use their suite of apps to meet their business needs. Rather than relying on individual, third-party integrations to connect everything together, we were able to use the simPRO to Zoho CRM integration to help sync critical business information from simPRO to Zoho.

If your business is in the same position and has been looking for a simPRO CRM, get in touch with our team today to discuss how you can have a simple but powerful solution set up for you.

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What are the benefits of connecting your field service software to your CRM software?

When you’re working with your field service software to manage jobs, service activities and customer relationships, there comes a point where the system just doesn’t provide the information or insight that you need.

Our custom integration can help address this issue by giving you important & specific data about your business operations in the place you need them. SyncEzy makes it easy to integrate your simPRO field management solution with your CRM, so you can take advantage of simPRO’s real-time information to get a complete view of the jobs that are coming into simPRO and then move seamlessly into your CRM through simPRO’s integration tools.

This not only helps you get accurate data about contacts, companies and jobs, but simPRO’s integration with Zoho CRM lets you, for example, push information about new simPRO contacts into your Zoho CRM database; update simPRO relations whenever something changes in your relationship records; update simPRO job status when simPRO updates your Zoho CRM record to closed/won; and much more.

By taking advantage of simPRO’s field service management capabilities and connecting to the broader view offered by your CRM software, you’ll get a complete overview of everything that’s happening in your business. You’ll always be informed about what’s going on, you can make better decisions and your simPRO software will work even better for you as a result. simPRO is the only field service management system to integrate at this level with Zoho CRM and our integration takes this connection to the next level.