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How Pennylane's CRM Integration Transforms Customer Management

Do your teams use CRM to manage your customers and sales performance? Do you also use accounting software to invoice your customers? But unfortunately the two systems don't communicate with each other?

This lack of communication can lead to data entry errors, delays in processing invoices and payments, and a lack of real-time visibility of your company's financial and customer performance.

These obstacles not only hamper operational efficiency, but also your company's ability to make rapid, informed strategic decisions.

Pennylane's integration with CRM systems such as Sellsy, Pipedrive, Koban or HubSpot, facilitated by Blendy, offers an optimal solution for overcoming these challenges by unifying business and accounting processes.

Here's how this synergy improves your commercial and financial operations.

Blendy interantioanl CPA recommends to connect Pennylane with your CRM

Workflow automation

Pennylane's integration with CRMs enables seamless automation of workflows between customer relationship management and accounting.

Every interaction - customer, sale or transaction - recorded in the CRM is automatically synchronised with Pennylane.

360-degree view of the customer

Having all financial, commercial and customer information in one place provides a complete view of each customer. This enables businesses to better understand customer buying habits (average basket, conversion time, margin, etc.), optimise sales strategies and improve customer service.

This integration creates a system where data is used to strengthen relationships and increase revenues.

Improved decision-making

Real-time access to financial and customer data enables decision-makers to make more informed decisions. Integrated financial reports, combining Pennylane and CRM data, provide valuable insights into business performance.

As a result, companies can quickly adjust their strategies to respond to market trends and customer behaviors.

Simplified compliance and invoicing

Invoicing becomes simpler with Pennylane's integration with CRM. Contract and transaction information is used directly to generate your invoices, ensuring compliance and accuracy.

This harmonisation also helps to track your payments better and manage receivables more effectively, which is essential for maintaining a healthy cash flow.

In conclusion

The integration of Pennylane with CRMs such as Sellsy, HubSpot, Pipedrive or Koban, recommended by Blendy, international CPA based in France, is transforming not only the way businesses manage their customer relationships, but also their overall financial management.

By synchronising these two aspects, which are crucial to business growth, you can achieve greater operational efficiency, improve customer satisfaction and increase your turnover.

To find out how you can integrate Pennylane with your CRM system and transform the way your business is managed, contact Blendy today.

With Blendy , International CPA based in Paris France take advantage of digital accounting to accelerate your finance process and develop your business.

Certified by Pennylane , Dext , QuickBooks and Stripe , we support digital & IT companies, e-Commerce, SaaS, in France and internationally.


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