An introduction to integrating your CRM with PRO

This feature is only available for PRO Connect Subscribers

VCG offers integration services to provide a secure, one-way* "push" (synchronization) of project detail data from your CRM/ERP to your PRO cloud instance. Integrations are offered for CRM/ERP providers with available API solutions that expose the necessary information or, assuming the availability of the requisite expertise at your end, can be custom built.

Data synchronization provides convenience and consistency by automatically creating your CRM/ERP projects or jobs in your PRO account, thus removing the need for manual entry of project-specific information. To your PRO users, your CRM/ERP projects would simply appear in PRO and be immediately accessible for vendor sourcing without them having to do any duplicate manual project-related data entry within PRO.

If you're interested in integration services for your PRO instance, please contact us for an estimate on the associated setup fees.

* While basic integrations are restricted to data flowing one way only, that is project information being pushed from your CRM/ERP into PRO, when your users "award" a job in PRO to their selected vendor, a data sync of this specific selected awarded vendor's information can also be pushed from PRO back into your CRM/ERP (assuming that PRO has been granted the necessary append / update privileges to do so).