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What is Synx?

Synx emerges as the premier choice for a CRM Portal builder, known for its user-friendly design and high efficiency. It offers seamless integration with Microsoft Dynamics via Sitefinity, allowing users to effortlessly synchronize entities, attributes, and views into the content management system. The installation process is intentionally designed for simplicity, making the setup of Synx a breeze. Users can create forms that not only access but also update data from various sources, leveraging CRM entities and attributes for enhanced adaptability. Moreover, the customization options for presenting CRM data include an array of chart and grid types, ensuring that the display matches the unique characteristics of the data. With Scheduled Syncing, users can specify when Sitefinity interacts with the CRM, allowing for the retrieval of the most up-to-date content, which ensures that the portal consistently showcases the latest available information. This exceptional level of integration and customization significantly boosts the success of managing customer relationships while empowering users to tailor their experience according to their specific needs. Ultimately, the combination of these features positions Synx as an indispensable tool for businesses aiming to optimize their client engagement strategies.

What is InoLink?

InoLink serves as an integration solution that bridges Intuit QuickBooks Online with Dynamics 365 CRM Online, enabling users to gain a comprehensive understanding of customer interactions by accessing historical data, including aging balances and transaction details. Within Dynamics 365 CRM, users can easily monitor customer transactions and identify their top clients. By facilitating seamless data exchange, InoLink effectively mitigates duplication issues between QuickBooks and Dynamics 365 CRM. This integration tool enables the synchronization of multiple QuickBooks companies with a single Dynamics 365 CRM instance, ensuring a secure transfer of real-time information between the two platforms. Key features include: • Bi-Directional Sync: Enables two-way synchronization of Accounts, Contacts, Products, and Pricing information. • Transaction Sync: Facilitates the promotion of Quotes, Orders, and Invoices from Dynamics 365 to QuickBooks. • Accounting History: Allows users to explore transaction history directly within Dynamics CRM. • Account Balances: Provides insights into customer open balances along with aging information in the CRM. • Tax Calculation: Assists in calculating taxes for Quotes, Orders, and Invoices within Dynamics 365. • Reporting: Offers dashboards for viewing Recent Transactions, identifying Top Customers, and tracking Open Invoices. • Security: Ensures controlled access to accounting data through security roles and field-level security measures. As a powerful tool for financial management, InoLink streamlines business processes and enhances customer relationship management.

Media

Media

Integrations Supported

Microsoft Dynamics 365
QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

Microsoft Dynamics 365
QuickBooks Online
QuickBooks Online Advanced

API Availability

Has API

API Availability

Has API

Pricing Information

$349 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Synx

Company Location

United Kingdom

Company Website

www.crmsynx.com

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

www.inogic.com

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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