Robust Integration Solutions
Seamless Data Fetching
Bid farewell to unreliable updates and tedious tasks. Integrate SugarCRM with ease for reliable, instantaneous updates.
SSO Login
Tired of managing separate logins for your CRM and file management tool? Welcome to hassle-free single sign-on!
Client Listings
Collect and manage client information with ease. Spend less time hunting for the one consumer file you believe you may have misplaced.
Cost Efficient
By safely storing files on our Records Management Integration, you can save the cost of CRM document storage and premium plan fees.
Efficient Load Handling
Reduce the CRM load generated by filing documents to streamline your operations. Today, cut down on processing capacity and boost productivity!
Document Requests / Approvals
Through integration, you may control the record's status for your client(s) directly from within your CRM process. An innovative and safe approach to managing data!
How Integration Works
Connecting via API
Connect your custom CRM with your DMS seamlessly via API. Enjoy enhanced flexibility and interoperability, ensuring efficient data synchronization and advanced functionality integration.
Frequently Asked Questions
Can I transfer data from my CRM to the DMS in real-time?
Yes, our integration enables real-time data synchronization between your CRM and the DMS.
Can I keep my custom features after integration?
Yes, you'll be able to keep the custom features of your CRM after integration
Is it possible to automate document creation in DMS from CRM records?
Absolutely, our solution automates document generation in the DMS based on your CRM data.
Will my data be safe during the integration process?
Yes, your data will be safe and secure throughout the integration process.