Syncing Moxi Engage and ERPNext is currently on our roadmap
At the heart and soul of Moxi Engage is a sphere-based selling methodology, keeping agents sphere well organized and up-to-date. It helps agents increase sales by helping manage the entire sales cycle, from first point of contact to closed transaction, ensuring repeat business and referrals. As a tool on the Moxi Works open platform, your Moxi Engage CRM integrates seamlessly with other brokerage technologies and services, ensuring efficiency and accuracy.
ERPNext is a full featured business management solution that helps SMEs to record all the business transactions in one system. Further, SMEs can use it to make informed, fact based, timely decisions & remain ahead of the competition. It serves as the backbone of a business to add strength, transparency and control to your growing enterprise.
This 2-way sync for ERPNext works with leads, contacts, as well as customers. Upon setting up a sync, you get to decide what to sync. You can set up multiple concurrent syncs to have various objects syncing 2-way with other apps. Both ERPNext Cloud as self-hosted versions are supported.