Teamleader

Synchronize all systems

The customer's application contains a lot of complex data, of which customers are only a small segment. The customer data initially comes into Teamleader, where standard contacts and companies are separated (or in this case: private and professional customers). All this data must also appear in the customer's application, preferably under one customer category. With each synchronization, our integration compares the data from Teamleader with the customers in the custom application database. Simple as that.

Create invoices

The customer also wanted to be able to invoice more efficiently. After all, in his customized application, he enters a lot of used products, proven services or other actions taken. Our integration automatically pours this complex data into draft invoices within Teamleader. In addition, the integration takes into account the different VAT rates for domestic and foreign customers. The customer only has to check the invoice and can then send it out with one click.

What's next?

For some articles and services, the customer would like to send out an automatic mailing that indicates that a new appointment or order is necessary. Based on existing invoices, we will evaluate which items are eligible and how long, on average, it takes the customer to use up their stock. We can then use this average to determine the timing of the automatic reminder. This way, every customer gets a unique customized service!