CRM Integrations and Interfaces

High integration capability, effortless connectivity, unlimited interfaces – discover the benefits of the ADITO CRM platform.

Seamless integration for maximum benefit

A standout feature of ADITO’s CRM solution is its exceptional integration capability. Effortlessly connect third-party systems and unlock the full potential of your solution with seamless integration into your IT landscape.

How You Benefit from Seamless Integration:

All information at a glance – Gain a comprehensive overview of your data in real time.

Easy data synchronization – Ensure smooth and efficient data exchange between systems.

No duplicate data storage or maintenance – Keep your data clean and up to date without extra effort

Cross-departmental analytics – Make informed decisions with insights from across your organization.

The key to successful customer management

We understand that effective networking is the key success factor in customer management. That’s why we’ve developed a connected solution and a platform that seamlessly integrates with any third-party system.

Enterprise Resource Planning (ERP)

Access your sales and turnover figures directly, anytime and anywhere

Connect your Enterprise Resource Planning (ERP) system to ADITO solutions and maintain a consistent master data inventory. You decide where to create and process quotations and orders before sending them directly to customers. Access price lists and calculations seamlessly within your CRM, ensuring full visibility of sales, revenue figures, and conditions at all times.

Document Management System (DMS)

Directly view documents in ADITO

Depending on the level of integration, you can map and manage your document management directly in ADITO. This includes everything from document access to processing within the CRM and seamless transfer to your DMS. Supported connectors include D3, DocuWare, and Easy Archive.

Groupware

Connect teams across the entire company

Streamline your team’s workflows by integrating appointments, tasks, and emails into your CRM solution through groupware system connections. This ensures they are instantly linked to the relevant customer history, providing complete transparency.

Telephone services

Identify your customers from the very first ring

Both inbound and outbound activities are integral to CRM processes. With Computer Telephone Integration (CTI), ADITO allows you to make calls directly from the CRM system while automatically identifying incoming callers.

Business Intelligence (BI)

Steer your company in the right strategic direction

Linking your business intelligence software with the ADITO solution enables you to analyze customer data with just a few clicks. This helps you optimize customer management, make data-driven decisions, and set the strategic course for your company.

Marketing Tools

These interfaces enable you to create seamless, integrated processes for marketing and sales.

Web Tracking

Identify and analyze your website visitors

With web tracking tools like LeadLab or LeadForensics, you can identify which companies visit your website and which links they interact with. Thanks to the integration with ADITO CRM, you can view this data directly in the CRM, link it to company profiles, and assign tags and lead scoring points based on visited links.

Lead App

Effortlessly capture and process trade fair leads

With the integration of snapADDY VisitReport, you can effortlessly capture trade fair leads digitally. Simply scan visitors' business cards and collect visit reports directly in the app. Thanks to offline functionality, you can store information and reports even without mobile reception. The data is easily imported into ADITO CRM, where it can be processed immediately. For example, you can send automated emails with relevant information to visitors or further qualify leads using ADITO Marketing Automation.

Smooth and flexible integration of any third-party systems

Stay agile and independent

In addition to standard systems like ERP, DMS, and BI, you can seamlessly connect industry-specific third-party systems and integrate them into your solution. The open architecture of the ADITO platform allows for the integration of any third-party system. Utilize database connectors, web services (SOAP, REST), or plug-in interfaces to ensure smooth connectivity.