What You'll Learn from This Article
- You will learn Mikro Accounting database structure and integration methods.
- You will understand bidirectional data synchronization in CRM-ERP integration.
- You will be able to digitize sales processes and design reporting systems.
What Is Mikro Accounting Compatible CRM?
CRM (Customer Relationship Management) software integrated with Mikro Accounting enables your sales teams to access customer information and accounting data from a single platform. Account balances, quote history, and order statuses can be monitored in real-time.
Key Features
- Account Synchronization: Customer accounts from Mikro are automatically transferred to CRM with real-time balance updates.
- Quote Management: Quotes prepared in CRM are automatically transferred to Mikro as orders.
- Order Tracking: Order statuses, delivery notes, and invoice information visible from CRM.
- Sales Reports: Customer-based revenue, profitability, and maturity analysis.
Conclusion
Mikro Accounting-compatible CRM eliminates data gaps between sales and accounting teams. The entire customer lifecycle can be managed from a single platform.