Cloud CRM

Cloud CRM Migration

Migrate to Cloud CRM. Massage and import customer data. Transition to your preferred Cloud CRM cloud platform, and we’ll work with you to make CRM work for your business. Cloud Administrator provides implementation, optimisation, integration, training, and customisation services.

Integrate with your Cloud Apps

Integrate Cloud CRM into your business cloud platform. Connect G Suite,  and Office 365 email, calendar, and contacts. Integrate with email marketing platforms including Mailchimp, and accounting apps including Xero. Synchronise data with your business apps “cloud platform”. Successfully ensure up to date customer data across all your integrated apps.

CRM Configuration and Support

Get your business up to speed quickly on Cloud CRM. Deploy and customise with Cloud Administrator, then retain our services on-demand, or a support model that is most compatible with your business.

CRM for Office 365 and
G Suite

CRM without email, calendar, and contacts integration is simply unnecessary and actually untenable today.

Your CRM is online, so it should connect with G Suite or Office 365 to –

  • Link emails
  • View contact history
  • Create opportunities, tasks, and events from linked objects
  • Attach Dropbox, Google Drive, and/or Onedrive files to any of your CRM records
  • Auto-sync calendars between your CRM and Office 365/Exchange or G Suite’s Google Calendar
  • Choose a single sign on experience – Access CRM with one click through SAML 2.0 compatible Single Sign On (SSO). Directory compatibility should extend to G Suite’s user directory, Azure Active Directory, and directory services including Onelogin and Okta.
Let’s talk CRM