Netvisor

Connect Netvisor with all your business tools. Invoices, payments and financial data sync automatically in real time, formatted correctly and always up to date.

Connect

Netvisor

With Your Favorite App

Supported Integrations

With CRM systems

Integrate Netvisor with your CRM systems to automatically populate your Netvisor app with customer information and automate processes like creating invoices, orders, or quotations or adding invoiced customers to a specific mailing list in the CRM where a deal has been created in the pipeline.

With Accounting

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

How does it work?

When your CRM is populated with customer data, you can automatically create invoices, draft orders, and quotes and send them to the customer for further action.

Campaigns
You can manage your campaigns and get real-time data about the campaigns by integrating Netvisor with the CRM app.

Customers
Once the contacts are created/updated in the CRM, they automatically get updated in Netvisor, including billing and shipping addresses.

Products
Any item that is listed in Netvisor will be uploaded as a product in the CRM app, with the functionality of one sales price being mapped in CRM as the standard price.

Orders
The sales orders from the CRM with their current status will be synced as Netvisor sales orders.

Invoice
Payment methods will be synced from CRM to Netvisor for sales for automatic invoice creation.

How does it work?

When your CRM is populated with customer data, you can automatically create invoices, draft orders, and quotes and send them to the customer for further action.

Campaigns
You can manage your campaigns and get real-time data about the campaigns by integrating Netvisor with the CRM app.

Customers
Once the contacts are created/updated in the CRM, they automatically get updated in Netvisor, including billing and shipping addresses.

Products
Any item that is listed in Netvisor will be uploaded as a product in the CRM app, with the functionality of one sales price being mapped in CRM as the standard price.

Orders
The sales orders from the CRM with their current status will be synced as Netvisor sales orders.

Invoice
Payment methods will be synced from CRM to Netvisor for sales for automatic invoice creation.

How does it work?

When your CRM is populated with customer data, you can automatically create invoices, draft orders, and quotes and send them to the customer for further action.

Campaigns
You can manage your campaigns and get real-time data about the campaigns by integrating Netvisor with the CRM app.

Customers
Once the contacts are created/updated in the CRM, they automatically get updated in Netvisor, including billing and shipping addresses.

Products
Any item that is listed in Netvisor will be uploaded as a product in the CRM app, with the functionality of one sales price being mapped in CRM as the standard price.

Orders
The sales orders from the CRM with their current status will be synced as Netvisor sales orders.

Invoice
Payment methods will be synced from CRM to Netvisor for sales for automatic invoice creation.

With Webshops/E-commerce stores

Integrate Netvisor with your webshop and ensure that your webshop customers, products, invoices, and inventories are synced automatically. You can also transfer your orders, create and send invoices, and manage credit notes.

How does it work?

When an order is placed on the webshop, it is automatically transferred to the accounting app or Netvisor in the current case. An invoice is created against the order, with or without the option for payment. Accordingly, the customer and product details are updated according to your needs.

Customers
All customer details, such as shipping address, billing, contact details, etc., are synced to the Netvisor account.

Products
All the product listings are updated and synced with Netvisor with all details. Any modification of the products in the webshop reflects automatically in Netvisor.

Inventory
The exact inventory level is maintained by the real-time stock updates from Netvisor.

Sales Orders
All webshop sales orders will get instantly converted into Netvisor sales orders.

Order fulfillment
The e-commerce stores' shipping methods and charges will be fully mapped with Netvisor so that customers can track their shipments and view the order status in real time.

How does it work?

Customers
All customer details, such as shipping address, billing, contact details, etc., are synced to the Netvisor account.

Products
All the product listings are updated and synced with Netvisor with all details. Any modification of the products in the webshop reflects automatically in Netvisor.

Inventory
The exact inventory level is maintained by the real-time stock updates from Netvisor.

Sales Orders
All webshop sales orders will get instantly converted into Netvisor sales orders.

Order fulfillment
The e-commerce stores' shipping methods and charges will be fully mapped with Netvisor so that customers can track their shipments and view the order status in real time.

How does it work?

Customers
All customer details, such as shipping address, billing, contact details, etc., are synced to the Netvisor account.

Products
All the product listings are updated and synced with Netvisor with all details. Any modification of the products in the webshop reflects automatically in Netvisor.

Inventory
The exact inventory level is maintained by the real-time stock updates from Netvisor.

Sales Orders
All webshop sales orders will get instantly converted into Netvisor sales orders.

Order fulfillment
The e-commerce stores' shipping methods and charges will be fully mapped with Netvisor so that customers can track their shipments and view the order status in real time.

With marketing systems

Integrate Netvisor with your inbound and/or outbound marketing system and automate your email marketing by adding customers to the outbound mailing lists when they have been invoiced.

How does it work?

When the generated leads or customer data are populated into the Netvisor account for invoicing, the customer details are further synced into the marketing app’s mailing list.

Orders
When an order is placed in the webshop and the details are updated in the Netvisor app, they are transferred to the marketing app, where you can set up targeted email campaigns.

Customers
The customer information can be used in the marketing app. If the marketing app is linked with the CRM and Netvisor, it can also take customer information from there and launch email campaigns.

How does it work?

When the generated leads or customer data are populated into the Netvisor account for invoicing, the customer details are further synced into the marketing app’s mailing list.

Orders
When an order is placed in the webshop and the details are updated in the Netvisor app, they are transferred to the marketing app, where you can set up targeted email campaigns.

How does it work?

When the generated leads or customer data are populated into the Netvisor account for invoicing, the customer details are further synced into the marketing app’s mailing list.

Orders
When an order is placed in the webshop and the details are updated in the Netvisor app, they are transferred to the marketing app, where you can set up targeted email campaigns.

With inventory and production management systems

Integrate Netvisor with your inventory management system to ensure automatic stock, inventory, and production management. This integration lets you sync data in your Netvisor account and create an invoice when a new order is delivered in the inventory management app.

How does it work?

Sync your complete inventory and import your sales orders by integrating Netvisor with inventory or production management apps.

Orders
When an order is marked shipped or delivered in the inventory management app, it also gets updated in Netvisor.

Inventory
Inventory sync with Netvisor lets you keep track of the stocks and stockouts.

Order fulfillment status
Once the shipment is complete or delivered, the Netvisor account updates the status.

How does it work?

Sync your complete inventory and import your sales orders by integrating Netvisor with inventory or production management apps.

Orders
When an order is marked shipped or delivered in the inventory management app, it also gets updated in Netvisor.

Inventory
Inventory sync with Netvisor lets you keep track of the stocks and stockouts.

Order fulfillment status
Once the shipment is complete or delivered, the Netvisor account updates the status.

How does it work?

Sync your complete inventory and import your sales orders by integrating Netvisor with inventory or production management apps.

Orders
When an order is marked shipped or delivered in the inventory management app, it also gets updated in Netvisor.

Inventory
Inventory sync with Netvisor lets you keep track of the stocks and stockouts.

Order fulfillment status
Once the shipment is complete or delivered, the Netvisor account updates the status.

Benefits of Integrating

Netvisor

with Cloudify

Centralized Financial Management

Integrate Netvisor with accounting tools to consolidate financial data for accurate books, faster reconciliation, and smoother reporting.

Real-Time Cash Flow Insights

Sync with analytics apps for instant visibility into cash flow, revenue, and expenses.

Automated Payroll Processing

Connect Netvisor with HR and payroll systems to automate salaries, taxes, and compliance tasks.

Seamless Invoice and Payment Tracking

Integrate with invoicing and payment platforms for automated invoices, reminders, and secure transactions.

Enhanced Collaboration for Teams

Link Netvisor with collaboration tools to share reports, approve budgets, and track updates in real time.

Improved Expense Management

Connect with expense apps to simplify capturing, categorizing, and approving employee expenses.

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