Connected records
The invoice already knows the client.
Win the deal and the invoice drafts from it, with the client and the amount carried across and nobody retyping either. When that client raises a ticket six months later, it sits on the same record as the invoices they have already paid.
Connected records in practice.
01
The deal names a real client
A deal points at an account record, not at a company name somebody typed into a box. The amount, the owner and the close date sit on the deal; the client underneath it is the same client finance and support are looking at.
02
Convert to invoice, once
Convert to invoice on a won deal opens a draft with the client already chosen and a line priced at the deal's amount and named after the deal. Nobody re-keys the customer and nobody re-keys the figure.
03
The catalogue fills in the rest
Add a line from Products and services and its price and its default tax rate arrive with it. Subtotal, tax and total add themselves up as you type, so the only job left is checking the document, not building it.
04
The ticket points at the same client
A ticket carries a requester and an account, the two records the deal and the invoice already use. Raise one from the client's record and both are filled in before you have typed the subject line.
05
One record, one place to look
The client's record lists what you have invoiced them, what they have paid, what is still outstanding and how far past due it is, beside their tickets and how many are open. Nobody opens a second tool to answer either question.
06
Nothing to integrate
The modules are already joined, so there is no connector to build, pay for or babysit and no overnight sync to be behind. Import by CSV with a preset for the tool you are leaving, and what you bring lands on the same records.
One connected system
The thing five separate tools can't do.
Your CRM, invoicing, help desk, HR, and inbox all point at the same records, so the client on the deal, the client on the invoice and the client on the ticket are one client rather than three spellings of a name.
- A won deal drafts its invoice with the client and amount on it.
- Payments recorded against an invoice show on the client's record.
- Tickets and invoices sit on one client record, not in two systems.
- Change a client's billing email once and every module has it.
- No overnight sync, no export and reimport, no connector to babysit.
- Custom fields and objects of your own relate to the built-in ones.
More in what's built in.
All five products on every plan, on the same connected data.
