Integrately

Integrately is an easy-to-use automation tool that allows you to connect applications and services with just a few clicks. Without programming knowledge, repetitive tasks can be automated — so you can focus on what's important.

CRM to optimize customer relationships

An effective customer relationship management (CRM) system is an indispensable tool for every company, especially SMEs. With a tailor-made CRM, companies improve their customer relationships and optimize all sales business processes. Find out what low-code CRM is and why SMEs need individual CRM solutions

What is CRM?

CRM refers to a digital solution for customer relationship management or customer relationship management (CRM). This allows companies to centrally manage and use all information about their customers and prospects. This includes contact details and demographic characteristics as well as recording of all interactions: telephone calls, e-mail traffic, offers, etc. The aim is to provide a comprehensive view of the customer relationship. This makes a CRM system an essential tool for customer service, sales and marketing teams

Mitarbeiter mit Sicherheitshelm aus der Baubranche hält ein Tablet mit Ninox Software in der Hand

CRM supports effective management of customer relationships

Customers are the heart of every company. If you're unable to understand and respond to their wants and needs in real time, send accurate offers, and keep contact information up to date, you risk losing out to the competition. Without a solid CRM strategy, companies can struggle to remain competitive.

Mitarbeiter mit Sicherheitshelm aus der Baubranche hält ein Tablet mit Ninox Software in der Hand

Benefits of low-code CRM for midsize companies

With low-code CRM, companies can create an individual, tailor-made CRM solution that is tailored exactly to their needs. This allows you to centrally manage exactly the information about customers and prospects that are required Master data, offers, orders, payments, etc. Thanks to low-code technologies, adapting, developing and creating new functions is quick and easy - companies can create their own business application in just a few steps. Even complex projects are implemented quickly, often in just a few weeks.


How medium-sized companies improve their customer relationships with low-code CRM

A customer-focused company knows that customer relationships are at the heart of their business. To be successful, they must always know what their customers want and need. A low-code custom CRM is the best solution for companies that want to improve their customer experience. With a low-code CRM, you can automate your customer acquisition and lead management, create offers quickly, and personalize marketing campaigns.

The best thing about a low-code custom CRM is the flexibility it gives your business. You can integrate new features or adapt existing ones to meet the changing needs of your customers. In this way, you always stay one step ahead and offer your customers an unparalleled experience.

Features

  • Quick start: Hundreds of prefabricated 1-click automations.
  • Seamless automation: Connect Ninox with tools like Slack, Trello, Gmail, Google Sheets, and more.
  • Custom workflows: Create your own automations according to your needs.
  • Save time: Reduce manual data entry and repetitive tasks.
  • Areas of application

    • Automatic creation of contact records in CRM:
      Connect Ninox with Hubspot or other CRM tools Automatically creating HubSpot contact records for new Ninox record entries is a huge time saver.
    • Real-time notifications to your team:
      When the status of a record in Ninox changes — for example, an offer is approved or a ticket is closed — a message can automatically be sent in Slack, Microsoft Teams, or via email to the appropriate team.
    • Calendar integration for efficient time management
      New appointments or deadlines, which are entered in Google Calendar, for example, can be automatically transferred to Ninox thanks to the integration.

    areas of application

    • Automatic creation of contact records in CRM:
      Connect Ninox with Hubspot or other CRM tools Automatically creating HubSpot contact records for new Ninox record entries is a huge time saver.
    • Real-time notifications to your team:
      When the status of a record in Ninox changes — for example, an offer is approved or a ticket is closed — a message can automatically be sent in Slack, Microsoft Teams, or via email to the appropriate team.
    • Calendar integration for efficient time management
      New appointments or deadlines, which are entered in Google Calendar, for example, can be automatically transferred to Ninox thanks to the integration.

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