Document synchronisation
Quotes and invoices issued from the CRM flow through to Pennylane, with no re-entry and no risk of error.
CRM module
Pennylane integration
Connect your CRM to Pennylane so your sales and accounting data flow through the same place. Quotes, invoices and financial tracking synchronise with no re-entry, for more reliable accounts and simpler oversight.
The module
A bridge between your CRM and your accounting
Pennylane centralises your financial management. Paired with your CRM, it removes double entry and speeds up the processing of your commercial documents.
Real-time financial tracking
See the status of your receipts and payments directly from your client files.
Fewer manual tasks
Automating the exchange between the two tools frees your teams from repetitive data entry.
Reliable, consistent data
A single source of information reduces discrepancies between invoicing and sales tracking.
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