An integration between GetAccept and Upsales means that you don't have to switch between different interfaces - so you be more efficient in closing deals. With the integration you have the customer data and all related documents in one place. Easily track customer behavior in order to increase dialogue effectiveness.
With the integration you can:
- Add recipients directly from your contact location
- Use templates with smart fields that are automatically populated with the information you have in your CRM
- Activate or deactivate some functionality in GetAccept, directly from Upsales
- Track the activity in any document and get notifications as soon as something occures