PieSync integrates CiviCRM with sales-i for an automatic 2-way contacts sync. Every time you add or update a contact in CiviCRM, it is automatically synced with sales-i, and vice versa - eliminating import/export!
Syncing CiviCRM with sales-i is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing CiviCRM with sales-i.
PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
CiviCRM is an open-source solution for nonprofits and NGOs, so it's highly customizable and free to use. The comprehensive features include grant tracking, online/offline fundraising, event planning, advocacy campaigns, donor/member management, bulk email, and more.
sales-i is a business intelligence tool for sales teams that analyzes big data and turns it into actionable insights which help to increase customer spend. The app extracts all the data entered into your ERP or back office and processes it, identifying sales opportunities, competitive threats and accessing sales performance. sales-i can be used to create dashboards as well as rich, customer-facing reports on laptops, tablets or smartphones to bring to client meetings.
More connections with CiviCRM and sales-i are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.
Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.