Import or export your orders from one application to another.
Synchronise contacts and customers between your applications.
Keep control of your accounting by exporting your transactions.
Use your customer data to improve your sales.
Bank transactions are all automatically imported and coded. Online bill pay helps keep track of spending and stay on top of bills due, improving relationships with the vendors by providing critical business materials.
Synchron offers a accounting to accounting solutions, with Wave or Quickbooks, but Pennylane offers user support and integration with a larger variety of systems.
Yuto auto-assigns leads through round-robin or in a direct manner depending upon the location and owner of the account. The browsing behavior, Clearbit data and referral URLs are continuously tracked by the app. The software also helps in organizing multi-channel conversations.
Yuto offers other features that include group conversations, customer context keeping, call-out collaborations, chat volume management, scheduling, CRM integration, routing and qualification. The platform also works as a mobile app, allowing users to respond to leads on-the-go through their iOS or Android compatible devices.
Tips to integrate Yuto and Pennylane easily
Yuto is a mobile CRM & ERP solution for your field sales team, that helps you improve your results and increase your turnover.
Pennylane is a chartered accountant service that puts you in touch with a dedicated accountant to keep your accounts up to date and take care of making your tax returns for you.