Marketplace

Enterpryze

Enterpryze is cloud software that runs the back office of a small or medium business, covering finance, stock, orders, and invoicing. Systems like it are called ERPs.

The Enterpryze CRM integration shows a customer's Enterpryze transactions on their Contact Page in OnePageCRM, so the person talking to them can see the orders and payments without opening the ERP.

Need to set it up? See our Help Docs.

See orders and payments on the Contact Page

Every Enterpryze transaction recorded against a customer appears on their Contact Page, with the date, what it was, and the amount. Sales orders, invoices, incoming payments, and plenty more besides.

Each one links back to the transaction in Enterpryze, so the detail is a click away when you need it.

How CRM widgets work

The Enterpryze widget on a OnePageCRM Contact Page, listing transactions with their dates, descriptions, and amounts.

Keep all customer data in one place

Those transactions are most useful next to everything else you know about the customer. The same page holds the calls, the email threads, the meeting notes, and any deals still open.

So when someone rings about an invoice, you can see the invoice and the last three conversations about it without switching apps.

More on Contact Pages

A OnePageCRM Contact Page with calls, emails, notes, meetings, and deals in one view.

Turn a transaction into a follow-up

The transaction list gives you reasons to get back in touch. A customer who used to order every quarter and has gone quiet, an invoice that has been open too long, or a big order worth a call to check everything arrived.

Set the follow-up next to that contact, and OnePageCRM puts them back in front of you on the day you picked, with the order history right there.

More on follow-up reminders

Follow-up reminders next to contacts in OnePageCRM, each with a date and a next step.

Questions

Because the money side and the relationship side of a customer are kept in different systems. Enterpryze knows what they ordered and what they paid, your CRM knows who they are and what was said, and the person picking up the phone needs both.

Transactions recorded against that customer, each with the date, its type and number, and the amount. That covers sales orders, invoices, deliveries, payments, credit notes, quotes, and more. The 20 most recent show by default, and Show More loads another 20.

First email support@enterpryze.com and ask them to enable API access on your account. They send back an API username and password. Install Enterpryze under Apps and Integrations in OnePageCRM, paste those in, and connect. The setup guide has a template for the email.