Integration.
Extending the value of every customer record.
Imagine POS sales data available in real-time, customer data automatically synchronised with your ERP, and invoices created automatically when opportunities close. Claritas™ CRM integrates with your existing business systems to create a unified view of every customer touchpoint.
POS / E-Commerce
Real-time or batch updates of sales information to the CRM system. Features include customer self-help portals, business intelligence sourcing, and 360-degree visibility into your shoppers' purchase history for targeted campaigns. Connect your online store and point-of-sale systems to track every customer interaction.
ERP System
Integrating CRM with your ERP system reduces order-entry errors, enables discount approval workflows, and minimises duplicate data entry across systems. Automatically synchronise customer data, product catalogues, and order information between your CRM and enterprise resource planning platform.
Accounting Software
Critical for cost-and-revenue analysis. Claritas CRM functions as the master customer database, triggering real-time accounting updates with direct database connectivity. Build sales aging dashboards, track revenue per customer, and maintain a single source of truth for financial reporting.
Telephony / CTI
Computer Telephony Integration allows automatic caller identification, instant contact information display via screen pops, and skill-based call routing. Your call centre agents see the full customer profile before they answer — reducing resolution time and delivering personalised service.
Need a custom integration?
Our Enterprise plan includes custom integrations and API access. Speak with our integration architects.