CRM-Integration ProviAM
By connecting ProviAM to CRM systems, the following data can be exchanged between the systems:
- Synchronization of organizations, contacts, bank accounts and addresses
- Synchronization of head data of contracts
- Synchronization of product reference data
- ProviAM™ reports can be called up directly from CRM
- The integration with Microsoft Dynamics CRM is already included ready to use
ProviAM™ Integration
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Our process
We work with financial services companies around the world. Here's our process.
Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.
Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.
We ensure you have everything you need to get off to a great start with your compliance software and services.
Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.
Once you're up-and-running, our customer success team is here to support you every step of the way.
We work with companies of all sizes, with varying numbers of end-users. When you're ready to scale up your solution, look no further than cleversoft.
Not only does our technology have a 99.98% availability rate, but our tech team and customer success are here for you when you need us most.