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Integrations

In an ultra-connected global business landscape it is essential that automation systems are capable of seamless integration with each other. Our team of developers has the ability to bridge other powerful automation systems with the Zoho suite of products. Some of the benefits of integrating multiple automation systems are:
  • Time savings and increased accuracy; eliminating manual double data entry
  • Increasing staff efficiency
  • Abundant (and relevant) analytics
  • Streamlined operations
Listed below are just a few examples of integrations that our team of developers has enabled for our clients. Upon request, we can integrate any system that has an API and can communicate with other computer systems.
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Business Productivity

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YouCanBookMe, the leading online scheduling software is compatible for integration with the following automation systems: Brainy CRM, Zoho CRM, and Zoho Recruit. By integrating YouCanBookMe with your Zoho suite of products, your business will benefit from:

  • Improved productivity (Zoho CRM and/or Zoho Recruit)
  • Simplified method for clients to schedule meetings directly into your calendar, as your availability is displayed.
  • Centralized meetings calendar thanks to the push feature which allows for updates in Zoho CRM and Zoho Recruit calendars.
  • Additional automation rules based on new automated calendar events: internal tasks, notifications, lead conversions in Zoho CRM and interview scheduling in Zoho Recruit, etc.
rightsignaturebg RightSignature, the easiest, fastest way to get documents filled out and signed online is compatible for integration with the following automation systems: Brainy CRM, Zoho CRM, and Zoho Recruit. By integrating RightSignature with your Zoho suite of products, your business will benefit from:
  • Simplified method for clients to digitally sign business documents.
  • Automation of documents that require a signature; relevant details are pre-populated with relevant information automatically from Zoho and sent to clients.
  • Auto notifications for clients when documents require a signature.
  • Centralized storage of data pertaining to specific customer profiles; direct links to all signed documents in Zoho are saved, and can be accessed in one click. (the actual documents cannot be transferred)
  • Digital signatures can be used as evidence in court.

Telephony

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Asterisk is the leading open-source IP telephony PBX system and is compatible for integration with the following automation systems: Brainy CRM, Zoho CRM, and Zoho Recruit. Integration with your Zoho suite of products allows you to:

  • Place incoming calls to leads, contacts and other stakeholders directly from the CRM system.
  • Route incoming calls to the relevant staff member who will have access to the customer’s profile right on their screen.
  • Enable the CRM system to distribute calls to specific departments; with all staff in that department having access to the customer’s profile when the call comes in (but only the employee who answers will keep the details on screen). The system can also distribute calls in sequence.
  • Generate call performance reports containing insights into the number of calls placed/received/missed as well as the number of sales closed and the call to sale ratio.
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BulkSMS is a leading SMS messaging service provider offering two-way SMS communication services from any internet enabled computer. BulkSMS is compatible for integration with the following automation systems: Brainy CRM, Zoho CRM, and Zoho Recruit. Integration with your Zoho suite of products allows you to:

  • Send automatic SMS notifications to customers at any point in the sales pipe.
  • Capture information automatically from Zoho CRM (phone number, recipients name, salutation, company name, etc.)
  • Set up triggers to automatically send messages (i.e. changes in customer status); or choose to send messages manually (staff types text and customer receives it on mobile phone)
  • Capture responses from customers and log them automatically in the CRM system (if a customer replies from the same phone number their response will be logged under their profile, time stamp included)

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RingCentral is a leading cloud based PBX software solution and is compatible for integration with Brainy CRM and Zoho CRM. Some of the benefits of integrating RingCentral with your Zoho system are:

  • Ability to place calls to customers directly from the CRM system.
  • Send SMS messages through the RingCentral gateway directly from the CRM system.
  • SMS messages can include any data point stored in the customer profile in the CRM (name, company, etc.)
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Twillio is a leading cloud communications platform that serves as a gateway for telephone and SMS services. Twillio is compatible for integration with Brainy CRM and Zoho CRM. Integration with your Zoho suite of products allows you to:

  • Place and answer calls directly from your browser.
  • Eliminate the need for physical desk phones.
  • Set up extensions and route calls to relevant staff.
  • Generate call performance reports: calls placed, received, missed, sales closed, call to sale ratios.

Accounting

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Xero is an online accounting software catering to small business and is compatible for integration with Brainy CRM and Zoho CRM. Some of the benefits of integrating Xero with your Zoho suite of products are:

  • Ability to send customer data and create customer profiles in Xero directly from the CRM system (manually or automatically based on a trigger); eliminating the need for double entries.
  • Loading invoices into Xero directly from the CRM system (manually or automatically).
  • Recording payments in CRM and automatically updating the relevant Xero invoices.

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QuickBooks is a leading online accounting platform for small businesses which can be integrated with Brainy CRM and Zoho CRM. By integrating QuickBooks with your Zoho suite of products, the following functionalities will be available:

  • Send customer data and create customer profiles in Quickbooks directly from the CRM system (manually or automatically based on a trigger)
  • Send invoices directly from the CRM into Quickbooks (manually or automatically).
  • Record payments in CRM and automatically update the relevant Quickbooks invoices.
  • Upload data from Quickbooks directly into the CRM system (updating an invoice in CRM, recording a payment, etc.)

Email Marketing

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MailChimp is a leading mass e-mailing solution that includes rich delivery, open and unsubscribe reporting. It can be integrated with the following products: Brainy CRM, Zoho CRM and Zoho Recruit. By integrating MailChimp with your Zoho suite of products, the following functionalities will be available:

  • Import contact data from the CRM system or Zoho Recruit into MailChimp.
  • Add contacts to specific mailing lists depending on the data in the CRM system or Zoho Recruit.

constantcontactbg Constant Contact is a mass e-mailing marketing platform and is compatible for integration with Brainy CRM, Zoho CRM and Zoho Recruit. By integrating ConstantContact with your Zoho suite of products, the following functionalities will be available:
  • Import contact data from the CRM system or Zoho Recruit into ConstantContact.
  • Add contacts to specific mailing lists depending on the data in the CRM system or Zoho Recruit.
  • Automatically trigger e-mail campaigns to be delivered based on schedules, once a mailing list has been synchronized with the CRM system.

Payment Processing Gateways

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Paypal is a payment processing gateway that can capture credit card payments from customers. It is compatible for integration with Brainy CRM, Zoho CRM and websites. By integrating PayPal with your Zoho suite of products, the following functionalities will be available:

  • Capture credit card payments securely and directly from your website.
  • Process payments directly from the CRM system (one-time or recurring, automatically or manually).
  • Send payment confirmation, receipts and e-mail acknowledgements directly from the CRM system.
  • Automatically update the status of an invoice in the CRM system upon receiving payment.
  • Trigger additional automated tasks once a payment is received or failed.

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Stripe is a payment processing gateway that can capture credit card payments from customers. It is compatible for integration with Brainy CRM, Zoho CRM and websites. By integrating Stripe with your Zoho suite of products, the following functionalities will be available:

  • Capture credit card payments securely and directly from your website.
  • Process payments directly from the CRM system (one-time or recurring, automatically or manually).
  • Send payment confirmation, receipts and e-mail acknowledgements directly from the CRM system.
  • Automatically update the status of an invoice in the CRM system upon receiving payment.
  • Trigger additional automated tasks once a payment is received or failed.