Integrations to WPCRM

Data as an asset

  
WPCRM derives meaningful insights from every ERP business transaction and gathers details from the back-office solutions.



Ready to use from Day 1

With a full integration to your ERP, WPCRM is populated with your existing customer data and is ready to use from Day 1.

Eliminate Manual Data Entry

Customer data is synced to your ERP so there is no need to manually enter customer information that already exists.

Better Insights for the Team

WPCRM pulls your existing customer data from the ERP to provide actionable insights about their activity.


Dedicated In-House Implementation Team


Our architecture and development team consists of experts with extensive experience working with and for large global ERP companies. We are 100% in-house and deliver a high level of integration expertise and while providing your organization the attention you deserve.

What does that mean for your business? Increased visibility and immediate access to relevant business data—at all levels of the organization.





Fully Integrated to Your ERP

WPCRM is tied directly to your ERP system to provide access and visiblity into your existing customer data on day one of implementation. With access to your existing data, your team can spend more time selling and less time entering data and managing multiple systems.



ERP Integration Partners


  • Infor SX.e | FACTS | Cloudsuite | A+ | SHIMS | XA | Visual | Syteline 
  • Epicor Eclipse | Prophet 21
  • Tribute TrulinX
  • LabelTraxx
  • Microsoft Dynamics ERP
  • Custom ERP's
Our team of experienced integration specialists can integrate to other ERP's, to see if we can integrate, send us a message and we can walk you through the process.

Send ERP Request

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Integrated to Your Back Office Solutions

Marketing Automation

Take your marketing initiatives to the next level with the integrated power of Marketing Automation softwares like Act-on, Marketo, and other top solutions. Use the power of WPCRM to build segmented contacts lists that can be sent through your marketing automation tool. Keep track of those campaign results right in WPCRM.

E-commerce

With an integration to E-commerce, connect the dots of your customer's experience and get full visibility into their purchasing habits and digital experience. Discover ways to personalize their experience with access to abandoned carts, order history, and order frequency.

Strategic Pricing

WPCRM integrates to SPARXiQ for intelligent strategic pricing suggestions. SPARXiQ Price Bands combines the robust and intuitive WPCRM Quoting with the intelligent strategic pricing of SPARXiQ. The unified quoting experience allows your sales reps to easily view and select the optimum product price during the quoting process.


Document Management

Sales managers can stay connected to their team with dashboards to track the sales goals and progress of the team daily and can set up workflows to automate processes and keep the team consistent.

Sales Managers

Outlook/Email

WPCRM is integrated to Outlook so users can easily create meetings and appointments right from WPCRM to be added to their calendars, and can be accessed from their phone calendar while on the go. 

Field Service Management

Sales managers can stay connected to their team with dashboards to track the sales goals and progress of the team daily and can set up workflows to automate processes and keep the team consistent.

Sales Managers

Phone Systems

Sales managers can stay connected to their team with dashboards to track the sales goals and progress of the team daily and can set up workflows to automate processes and keep the team consistent.

Sales Managers

Google Maps Integration

Built right into WPCRM, easily look up an account's location, your current location or a specific location, and find other accounts nearby to make the most out of business trips. Search based on customers, ship to's, prospects, vendors, or prospect vendors.

opportunity pipeline screenshot WPCRM WebPresented

Other 3rd Party Integrations

  • Document Management 
  • Business Intelligence Solutions
  • Phone Systems
  • Field Service Management
  • Lead Management

Ready to see WPCRM in Real Life?



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