Web and API Integration
To take a full advantage of your CRM system, you need to be able to integrate it with other web or non-web based applications you use (Support, Billing, ERP, Accounting, etc.).
The InfoServ CRM allows for a web integration – i.e., the ability to open a web-based application or document directly from your CRM client’s profile. The web call requests can be configured to pass client data available in InfoServ CRM to the external system (e.g., Client ID). It also provides your sales reps quick access (directly from the CRM client’s profile) to documents like list of current discount products, price lists, product specifications, etc.
The InfoServ CRM also allows for an API Integration – the ability for a real-time client data integration with external non-web-based applications – other company software (ERP, Accounting, Billing etc.), using our API (Application Programming Interface).