Exact Online for SuperOffice

In many organizations, sales works in CRM and administration in Exact Online. Without a link, this quickly leads to double entries, discrepancies in customer data, and lots of back-and-forth emails about invoices. With Exact Online for SuperOffice, you can link SuperOffice directly to your Exact administration.
Prospects who become customers can be transferred from your CRM to Exact with a single click. Invoices from Exact are visible on the customer card in your CRM, in a separate tab. This allows sales to immediately see what has been invoiced and whether there are any outstanding items – without accessing Exact itself.

What are the benefits?
• Enter company data only once
• Invoices and turnover immediately visible in SuperOffice CRM
• Sales and administration work with the same customer data
• Fewer errors and less internal coordination required

How does it work in practice?
• Create new relationships in your CRM
• Turn a prospect into a customer in Exact with a single action
• Exact sends invoice information back to your CRM
• The customer card shows an overview of invoices sent and amounts

You maintain the separation between commercial and financial work, but you do share the information that both sides need.