Integration with CRM software (Monday, Zoho, Pipedrive, Odoo)

Several users have requested integration between Evalumo and related CRM or project management software (such as Monday, Zoho, Odoo, Pipedrive, and Elper). The goal is to link customer data directly to projects, avoid duplicate data entry, and streamline the workflow to quickly generate purchase orders (POs) and track them once the quote is accepted. The team has confirmed that these integrations (particularly via Zapier and APIs) are among their top two priorities for the year.

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Status

In Progress

Board

Evalumo

Date

29 days ago

Author

Louis-Philippe Tremblay

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