Integrate Clientify with Odoo
Synchronize the following Clientify and Odoo modules:
.- Contacts
- Companies
- Products
- Sales > Timeline Clientify
Do you already have Clientify, but need other features that it can’t offer? Do you have separate Clientify and Odoo accounts and would like to synchronize them? This integration is the solution.
The integration of Clientify with Odoo allows you to connect these two systems, making everything simpler, and avoiding data duplication and ensuring that both tools are always up to date.
But let’s start at the beginning, what are Clientify and Odoo? Right here we explain it to you.
Clientify: marketing tool
Clientify is a hmarketing tool for managing customer relationships. One of the functionalities of Clientify, is contact management, as it allows you to import contacts from social networks and later interact with them within the tool, such as creating tasks, conducting meetings, etc.
It is important for businesses to capture sales opportunities and in Clientify you can carry out a complete sales process with customers, checking whether or not the sale was closed or those involved.
Odoo: A management software
Odoo is an open source business management software that covers a wide range of business operations, including CRM (Customer Relationship Management), ERP (Enterprise Resource Planning), sales, project management, manufacturing, inventory management, accounting, and much more. All of this enables the complete management of your company, saving time and increasing the productivity of your resources.
This system stands out for being open source, which means that its source code is accessible and customizable, and is used by companies of various sizes and sectors to optimize their processes, improve productivity and make informed decisions thanks to the centralization of data and the generation of reports.
- Purchase management .
- Sales management
- Sales management
- Accounting
- Inventory
- Projects
Using Odoo helps companies automate processes, improve efficiency and make informed decisions by centralizing the management of various functions on a single platform.
How to activate the integration
.To activate Clientify integration with Odoo, you have to request Clientify authentication details (user, password, API key…), once we have that step you have to access the configuration, enter the data provided by Clientify, verify the connection and data synchronization, and once configured, the bookings and data will be automatically synchronized between both platforms. Don’t hesitate to contact us if you have any questions! We’ll be happy to answer them .
Manage your Clientify contacts with Holded. The contacts you acquire in Clientify and with whom you interact to carry out presales in your company, you will be able to manage them from the Holded management software, …
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