Works with Zinye ERP
This page shows you how Zinye CRM hands a won deal over to Zinye ERP, so sales and finance share one record and nobody re-types anything.
What flows between them
Section titled “What flows between them”When your CRM and ERP are connected, two things happen straight from a deal:
- Create a quotation — raise a priced quotation in Zinye ERP directly from the deal, with the deal’s details already filled in.
- Create a customer — when a deal reaches Won, Zinye ERP automatically creates the customer, linking the deal’s contacts and the organization’s address.
The result: the moment you close a sale, finance already has the customer and can invoice — no duplicate data entry, no copy-paste.
How to use it
Section titled “How to use it”From an open deal:
- Click Create Quotation in the deal header to start a quotation in Zinye ERP, pre-filled from the deal.
- Once the deal is Won and the customer exists, use View Customer to jump to that customer in Zinye ERP.