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- CRM Integrations
- Connecting Stripe
- VOIPLine
- Setting Up Emails
- Google Maps
- Novum Networks
- WooCommerce integration
- WooCommerce integration settings
- Customer Portal for customers
- Customer Portal
- Payment Gateways
- Connecting with BurstSMS
- Troubleshooting the Outlook Add-In
- Syncing Your Outlook Emails, Calendar & Contacts
- Installing Inbox Insights
- Connecting with WooCommerce
- Connecting with Mailchimp
- Connecting with Machship
- Connecting with Ezidebit
- Connecting with eWay
- Connecting with Campaign Monitor
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Google Maps
Our Google Maps integration lets you plot your data on google maps and use it interactively, directly within the CRM. You do not need to do anything to activate this integration – your CRM is already connected to Google Maps.
See Leads, Customers and more on a Google Map
Your customers (and their Jobs or Projects) are automatically plotted based on suburb or street location and can be colour coded depending on their status. It’s possible to colour code based on their spending, the status of a task or stage of an Opportunity.
Searching for leads on Google Maps
the CRM’s Prospect Hunter is a lead search tool that lets you effortlessly search the map for potential customers.
Suppose you sell product to fish and chip shops. Simply search ‘Fish and Chips’ into the search bar and prospect hunter will find any businesses that relate to your search term. Then just can add them into CRM with one click for further follow up.
- Simply target unchartered sales regions by searching the map for leads in a specific area.
- Colour coded records show you which prospects don’t already exist in your CRM, and let you add them with one-click.
Searching for Leads in Companies Map View
This short video demonstrates how to use the Prospect Hunter feature to quickly find and add prospects to your CRM.
Trip Planner – Customer & leads on Google Maps
You can also use the map as a visual trip-planner. Simply turn on the calendar and you can click and drag the pins from the map to the calendar – automatically making meetings which will Sync to your outlook. Now, when you click on another pin, you’ll get driving time between the meetings to help with your planning.
At any stage, you can open a record by clicking on the Edit button on the pin. The screenshot below shows us clustered markers on the map – as we zoom in, individual pins are shown.
Google Driving Directions in CRM
Every address in the CRM has a clickable “Navigation” link. This will give you driving directions to that pin from your current location. Handy, while you’re out and about.
