CRM Accounting Integration | Finance & Sales

Why Is CRM and Pre-Accounting Integration Important?

When sales and finance departments work in different systems, it leads to data inconsistencies, manual data entry, and delays. CRM and pre-accounting software integration automates the entire financial flow from the sales process to collection.

Rapitek CRM integrates with Logo Tiger, Mikro, Zubizu, and other popular accounting software. When an opportunity is won in CRM, an invoice is automatically generated, collection tracking begins, and accounting records are updated. This way, the sales team focuses on new opportunities instead of dealing with invoices.

In our 200+ enterprise project experience, we observed that accounting integration accelerates finance processes by 60%. Manual data entry is eliminated, error rates decrease, and cash flow becomes predictable.

Pre-Accounting CRM Integration Features

Automatic Invoicing

Opportunities won in CRM are automatically converted to invoices in the accounting software. Customer information, product details, and prices are synchronized.

Collection Tracking

Track invoice due dates in CRM. Receive automatic reminders for approaching or overdue invoices.

Revenue Analysis

Report sales team performance on an invoice basis. See which products, regions, or sales representatives generate the highest revenue.

Two-Way Synchronization

Changes made in the accounting software (payment received, invoice canceled) are automatically reflected in CRM.

Customer Account Summary

View total balance, payment history, open invoices, and credit limit information on the customer card in CRM.

Reporting and Dashboard

Create reports that combine sales and finance data. View projected revenue, collected revenue, and overdue receivables on a single screen.

Business Impact of Accounting Integration

Data Consistency

Customer information, prices, and invoice data are up-to-date and consistent in both systems.

Cash Flow Forecast

Combine CRM sales forecast with accounting data to predict cash flow for upcoming months.

Speed and Efficiency

Manual invoice entry and data transfer are eliminated. The finance team shifts from operational tasks to strategic analysis.

Error Rate Reduction

Automatic data transfer eliminates the risk of manual errors.

Cost Control

Optimize cost control and pricing strategies with product-level profitability analysis and customer-level revenue tracking.

Without Integration vs Integrated CRM-Accounting Process

Feature	Process Without Integration	Rapitek CRM + Accounting Integration
Invoice Creation	Sales team manually forwards information to the accounting department	Opportunity won in CRM is automatically converted to an invoice
Data Consistency	Different customer information and prices may exist in two systems	Single source, two-way synchronization
Collection Tracking	Accounting department manually sends reminders	CRM automatically creates due date reminders
Reporting	Sales and finance reports are prepared in separate systems	Unified sales-finance reports in a single dashboard
Time	2-3 day delay in invoicing process	Instant invoicing and synchronization

Frequently Asked Questions

Which accounting software integrations are available?

Rapitek CRM integrates with widely used accounting software including Logo Tiger, Mikro, Netsis, and Eta. For custom accounting software, we also offer API-based integration solutions.

How long does the integration setup take?

Depending on your accounting software, integration setup takes 3-7 business days. This includes data mapping, testing, and training.

Can existing invoices be transferred to CRM?

Yes. Existing invoice and payment history from your accounting software can be transferred to CRM. This allows you to access historical financial information on customer cards.

Is the accounting integration an extra cost?

Integration with standard accounting software such as Logo and Mikro is included in the setup package. For custom software, integration costs are determined based on requirements.

Who will have invoicing authorization?

Invoicing authorization is configured on a role basis. Flexibility is provided so that the sales team can create proforma invoices while the accounting team can issue official invoices.

What happens if we change our accounting software?

Yes, a new integration setup is required when accounting software changes. However, since the data structure on the Rapitek CRM side is preserved, the process is fast.

Unite Sales and Finance Data with Pre-Accounting CRM Integration