Optimate.me is in the business of solving our customers problems.
Talk to an expert todayoptiSync ensures that all your systems are communicating with each other, eliminating double entries and potential errors. It acts as a middleman between your source system (database, accounting system, etc.) and a target system (CRM systems).
It extracts data, transforms it into the right format, and then loads it into the target system in a format that the system understands (also known as ETL - Extract,Transform, and Load).
optiSync is designed in house by our developers and customised for a variety of CRM systems.
SalesRoller connects your Xero accounting software to SugarCRM and unlocks the power of combining your sales and finance teams.
Reduce unnecessary internal communications by combining your CRM customer and Xero sales information in one view – your sales and customer service staff will never have to wait for information from finance again.
This means your sales team can see what clients have previously purchased, what they paid, how recently they ordered and if they owe anything to your business. This can all be done from inside SugarCRM without access to Xero.
Zapier is a web-based automation tool that connects different web applications together, allowing them to work seamlessly with each other without requiring any coding skills. The platform uses a simple interface called "Zaps" to create automated workflows or tasks between different applications, known as "trigger" and "action."
