Visma Administration

Less administration and better customer understanding

Make life easy for your employees by providing an interface between Lime CRM and your business system. With a simple click, users can replicate data and ensure up-to-date customer data is available in both systems. This means, for example, that customer service is able to view registered invoices and invoice specifications when they speak to a specific customer, that the sales guys can review and evaluate customer relationships, etc.

Follow sales trends and act faster

How much has a certain customer bought for this year? Is the agreement still profitable? Filter which customers have a declining sales trend and quickly capture which important customers you should act on.

Life is easier with ERP Connector

• Add new customers to your business system with a simple click in Lime CRM.
• Customer numbers generated in the ERP system are automatically added to Lime CRM, enabling synchronisation of invoices between the systems.
• View all registered invoices, including invoice specifications, directly in Lime CRM.
• Registered invoices are displayed in visual graphs directly on the company card in Lime CRM. Make quick comparisons of invoicing per customer YoY, MoM or QoQ.
• Fields that display the company’s net sales for current and previous years.

Boost your handling of orders booked

Enhance your Connector with more features. With our add-on, ERP Order, order details are synchronised between Lime CRM and your business system. The add-on allows you to create orders directly in Lime CRM, to generate automatic invoices and more.

ERP or CRM? You don’t have to choose

ERP Two-way sync gives you the freedom to manage customers in both Lime CRM and your ERP system. Whether it’s where to add new customers or where to update existing customers, the choice is free thanks to the fact that everything is automatically synchronised between the systems.