CRM or PSA Integration

Forum Forums D-Tools General Forum Pre-Sales CRM or PSA Integration

This topic contains 6 replies, has 4 voices, and was last updated by  Darnell Shamwell 3 months ago.

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  • #6809 Reply

    Shawne Hancock
    Participant

    I am looking for a software package that plugs in to D-Tools to handle all of the CRM functions, financial functions, etc.

    From what I can tell SI is great for project management, but it does not seem to have any of the invoicing or financial tracking functions. I need to be able to track expenses such as mileage, misc. hardware purchases, meals, etc. for a given project/job. I would like something that integrates so I can track my clients, projects, sales, finances, etc.

    I could use QuickBooks but I am looking for something in more of a CRM.

    Thanks,

    #9080 Reply

    David Haddad
    Participant

    We use ConnectWise and are about to test their integration with D-Tools. I’d put ConnectWise on the short list of products you should be looking at.

    #9083 Reply

    Shawne Hancock
    Participant

    Hi David,

    Thanks for the reply. We also use ConnectWise. I didn’t realize D-Tools could be integrated.

    Do you have a link to some information? This might be helpful.

    Thanks again!

    #9084 Reply

    David Haddad
    Participant

    I don’t know if this is a public link, you may need access to the ConnectWise portal to see it, so if you can’t see it you’ll need to get a login to access:

    https://marketplace.connectwise.com/p/209/d-tools-connect

    #9086 Reply

    Steve Collard
    Participant

    To be clear, this is not a D-Tools “integration”. At best this is someone creating a custom report for a CSV import.

    #9087 Reply

    David Haddad
    Participant

    The integration was developed for ConnectWise, a special website even exists for it to maintain a record of mappings, and import buttons are added to the Connectwise menus. It allows D-Tools products and clients to be imported into ConnectWise and/or mapped to existing products and clients in ConnectWise. It allows projects to be exported from D-Tools and imported into ConnectWise as Projects, along with all the associated products. From that point the ordering, delivery and fulfillment of those products along with scheduling for the project can be performed in ConnectWise.

    Now if you want to say it’s “not an integration” because it wasn’t developed by or in coordination with D-tools or because it requires an export and than an import, fair enough. But it does helps to automate getting projects out of D-Tools into another program which is what a lot of people are after. Back when D-Tools had to be imported into QB as individual files, you guys still referred to it as “integrating with quickbooks” :P.

    As I said above, we are about to test it, I’m not recommending it. The only other integration I’m aware of with CRM is the one that came out for Tigerpaw, I’m not sure what the status of that is these days.

    #12886 Reply

    Darnell Shamwell
    Participant

    I’d like to know how your test went with this. I just started working for a company that uses connectwise and I’m trying to get them to use D-tools. How well do they work together? Any issues?

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