How does Budget Insight contribute to the success of your CRM suite?
Our customers were expecting two features: they wanted to have a global view of their bank accounts without leaving Sellsy, and to have an integrated cash management tool. That’s why we turned to Budget Insight.
Thanks to bank synchronization made possible by the Bank solution, we were able to connect to our customers’ accounts. Executives and CFOs can thus access a global view of their accounts, without having to log out of Sellsy.
With the Bank product, we are also able to integrate bank reconciliation and to offer the cash management tool within Sellsy, which is used by both accountants and sales departments to ensure that suppliers are paid and that sales invoices are collected.
We chose to work with Budget Insight for four reasons:
- French player
- The very good relationship with our people
- Their efficient technical solution fits our solutions
- Their truly mastered knowledge of the business management and accounting sector