Does Followup CRM integrate with Viewpoint Vista? Yes, it does!
Vista Integration Overview
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When Vista's accounting management capabilities are paired with Followup CRM's customer management tools, it offers users the opportunity to stay organized and up-to-date with project details while expediting workflows.
- Create customizable workflows and seamlessly transfer data between Vista and Followup CRM
For more information, or help getting your accounts integrated, reach out to a Followup team member via the Help button.
Followup to Vista Integration Example:
Followup CRM is designed to handle your company's sales, business development, and bidding processes. Vista is an ERP Accounting software and Project Management software. So the pass-off between Followup CRM and Vista happens once the contract is signed.
Followup and Vista Integration Map:
In the graphic above you can see what kinds of data properties (ex: Contact Name, Company Name, Project Name, etc.) automatically update between the two systems.
For example, if you've integrated Followup CRM with Vista, and you add or edit a company's information in Followup, it will automatically make those edits in Vista, and vice versa.
Below is an excerpt from our Followup and Vista integration Webinar. This 2 minute clip gives a play-by-play example of what this integration might look like for your company.
For more information, or help getting your accounts integrated, reach out to a Followup team member via the Help button.