Katana

Connect Katana with all your business tools. Inventory, orders and production data sync automatically in real time, formatted correctly and always up to date.

Connect

Katana

With Your Favorite App

Supported Integrations

With CRM systems

Integrate Katana with your CRM systems like HubSpot and Pipedrive and sync your sales and manufacturing by automating sales imports from the CRM app.

With Accounting

Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.

How does it work?

When your order is shipped or delivered in Katana, the status gets updated in the CRM and accounting system. The status is then sent to th-e customer.

Customers
Once the deal is created in the CRM app, the customer data is also synced with Katana automatically that includes shipping address and other details.

Products
The related product information is imported to keep the sales and manufacturing in sync.

Orders
The deals from the CRM will be synced as sales orders in Katana.

Shipments
Import sales order to Katana to automate shipping management flow, print labels, track orders, and update statuses.

How does it work?

When your order is shipped or delivered in Katana, the status gets updated in the CRM and accounting system. The status is then sent to th-e customer.

Customers
Once the deal is created in the CRM app, the customer data is also synced with Katana automatically that includes shipping address and other details.

Products
The related product information is imported to keep the sales and manufacturing in sync.

Orders
The deals from the CRM will be synced as sales orders in Katana.

Shipments
Import sales order to Katana to automate shipping management flow, print labels, track orders, and update statuses.

How does it work?

When your order is shipped or delivered in Katana, the status gets updated in the CRM and accounting system. The status is then sent to th-e customer.

Customers
Once the deal is created in the CRM app, the customer data is also synced with Katana automatically that includes shipping address and other details.

Products
The related product information is imported to keep the sales and manufacturing in sync.

Orders
The deals from the CRM will be synced as sales orders in Katana.

Shipments
Import sales order to Katana to automate shipping management flow, print labels, track orders, and update statuses.

With marketing systems

Integrate Katana and your in- and/or outbound marketing system to create several workflows from adding customer details to the subscription list to managing contacts.

How does it work?

When the order is shipped or delivered in Katana, then the status gets updated in the marketing apps like Activecampaign or MailChimp and an automated response is sent to the customer regarding the update. The customer details are further synced into the marketing app’s mailing list for future campaigns.

Orders
When an order is shipped or delivered in Katana, the details are updated in the marketing app where targeted email campaigns are set up.

Customers
When any lead is generated in the marketing app, the customer information is also updated in Katana and a sales order is created.

How does it work?

Orders
When an order is shipped or delivered in Katana, the details are updated in the marketing app where targeted email campaigns are set up.

Customers
When any lead is generated in the marketing app, the customer information is also updated in Katana and a sales order is created.

How does it work?

Orders
When an order is shipped or delivered in Katana, the details are updated in the marketing app where targeted email campaigns are set up.

Customers
When any lead is generated in the marketing app, the customer information is also updated in Katana and a sales order is created.

With Payment systems

Integrate Katana with payment apps like PayPal and Stripe that ensure managing the shipping and selling of products.

How does it work?

Once the payment is done for the order, automatically the order is created in Katana to be shipped or delivered. Customer: When a customer makes a payment for the order, the customer details like complete shipping address, phone number, etc., are updated in Katana for shipping.

Orders
When a customer makes a payment for the order, the status is updated in Katana for further order processing.

How does it work?

Orders
When a customer makes a payment for the order, the status is updated in Katana for further order processing.

How does it work?

Orders
When a customer makes a payment for the order, the status is updated in Katana for further order processing.

With Webshops

Integrate Katana with ecommerce or webshops to automatically manage your inventory and sales orders. You get to manage your orders, products, inventory and manufacturing with this integration.

How does it work?

When an order is placed on the webshop they get automatically transferred to the Katana app and a new sales order is created for it and the inventory is managed.

Customers
All the customer details like shipping address, billing, contact details, etc. are synced to Katana.

Products
Finished products listing is managed and monitored to fulfill the webshop sales orders on time.

Inventory
The inventory is synced between the webshop and Katana to ensure that optimal stock quantity is maintained.

Sales Orders
All webshop sales orders will get instantly imported in Katana for order fulfillment.

How does it work?

When an order is placed on the webshop they get automatically transferred to the Katana app and a new sales order is created for it and the inventory is managed.

Customers
All the customer details like shipping address, billing, contact details, etc. are synced to Katana.

Products
Finished products listing is managed and monitored to fulfill the webshop sales orders on time.

Inventory
The inventory is synced between the webshop and Katana to ensure that optimal stock quantity is maintained.

Sales Orders
All webshop sales orders will get instantly imported in Katana for order fulfillment.

How does it work?

When an order is placed on the webshop they get automatically transferred to the Katana app and a new sales order is created for it and the inventory is managed.

Customers
All the customer details like shipping address, billing, contact details, etc. are synced to Katana.

Products
Finished products listing is managed and monitored to fulfill the webshop sales orders on time.

Inventory
The inventory is synced between the webshop and Katana to ensure that optimal stock quantity is maintained.

Sales Orders
All webshop sales orders will get instantly imported in Katana for order fulfillment.

Benefits of Integrating

Katana

with Cloudify

Streamlined Production Management

Integrate Katana with your tools for real-time production tracking, smoother workflows, and reduced delays.

Centralized Inventory Control

Automatically sync stock levels across channels to prevent overstocking, stockouts, and manage raw materials better.

Real-Time Order Fulfillment

Connect Katana with e-commerce and order systems to prioritize and fulfill orders faster for improved delivery times.

Accurate Cost Tracking

Link with accounting tools for clear insights into production costs, helping optimize budgets and maintain profitability.

Enhanced Production Planning

Sync Katana with sales platforms to align production schedules with demand and avoid bottlenecks.

Comprehensive Business Insights

Integrate with reporting tools for a full view of production, sales, and inventory to support smarter decisions.

Customized to your needs

Cloudify is a platform that automates most of your accounting tasks for your webshop sales.

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Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Custom Integration

Company

Contact

About Us

Blog

Careers

Custom Integration Agreement

Terms & Conditions

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Custom Integration

Company

Contact

About Us

Blog

Careers

Custom Integration Agreement

Terms & Conditions

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Custom Integration

Company

Contact

About Us

Blog

Careers

Custom Integration Agreement

Terms & Conditions