Previsto

Supported Integration

With CRM systems

Integrate Previsto with your CRM app to manage the complete route plan for your deliverables and save time as well as money.

With Accounting

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

With Accounting

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

How does it work?

When there is a closed deal in the CRM app, you can automatically track the customer’s location for order delivery through Previsto.

Route
Thereais an automatic route creation of orders in Previsto when a deal is closed in the CRM app.

Invoice
Payment method will be synced from CRM to e-conomic for sales for automatic invoice creation.

How does it work?

When there is a closed deal in the CRM app, you can automatically track the customer’s location for order delivery through Previsto.

Route
Thereais an automatic route creation of orders in Previsto when a deal is closed in the CRM app.

Invoice
Payment method will be synced from CRM to e-conomic for sales for automatic invoice creation.

How does it work?

When there is a closed deal in the CRM app, you can automatically track the customer’s location for order delivery through Previsto.

Route
Thereais an automatic route creation of orders in Previsto when a deal is closed in the CRM app.

Invoice
Payment method will be synced from CRM to e-conomic for sales for automatic invoice creation.

With accounting systems

Integrate accounting apps with your Previsto account to automatically create and send invoices from the accounting app once the order is enrouted and delivered.

With Accounting

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

With Accounting

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

How does it work?

You can create and send invoices automatically from the accounting app when a route is planned in Previsto.

Invoices
Invoices are created automatically in the accounting app when there is a route planned for the deliverable.

How does it work?

You can create and send invoices automatically from the accounting app when a route is planned in Previsto.

Invoices
Invoices are created automatically in the accounting app when there is a route planned for the deliverable.

How does it work?

You can create and send invoices automatically from the accounting app when a route is planned in Previsto.

Invoices
Invoices are created automatically in the accounting app when there is a route planned for the deliverable.

Benefits of Integrating

with Cloudify

More Accurate Sales Forecasting

Integrating Previsto allows your sales and financial data to sync automatically, improving prediction accuracy and reducing the risk of over- or under-forecasting.

Real-Time Revenue Visibility

Get instant updates on projected revenue, expected deal closures, and performance trends, enabling faster and more informed decision-making.

Better Pipeline Management

Integration keeps opportunity and deal data aligned across systems, giving teams a clearer view of pipeline progress and allowing proactive follow-ups.

Streamlined Data Analysis

Historical sales data, trends, and performance metrics sync automatically, eliminating manual calculations and providing deeper insights.

Improved Team Alignment

Sales, finance, and operations teams work from the same forecast data, reducing miscommunication and improving collaboration.

Automated Forecast Updates

As deals move through stages or new data comes in, forecasts update automatically—saving time and ensuring accuracy.

Previsto

Previsto

Connect Previsto CRM with your favorite app

Connect Previsto CRM with your favorite app

Supported Integration

With CRM systems

With Accounting

With Accounting

How does it work?

How does it work?

How does it work?

With accounting systems

With Accounting

With Accounting

How does it work?

How does it work?

How does it work?

Supported Triggers and Actions

Previsto

Select an app

Select an app

Select an app

Benefits of Integrating

Previsto

with Cloudify

Customized to your needs