Mashoom

CRM, Quoting and E-Commerce Enablement

Point of Sale Data Integration CRM Workflow

Online CRM and Quoting

Drives customer engagement and streamlines your sales process with Mashoom's online platform.

No server installation or related costs. Under an hour setup and with all of your customer, stock and related settings synced.

Our developer-friendly API can also enable E-Commerce and customer portals.

Benefits

Drive Callbacks & Activity

Create tasks for contacts and quotes as part of a workflow to chase leads or follow up on quotes. The mission control dashboard allows teams and managers to quickly view sales activity and progress.

Fully Featured Quoting

Build quotes quickly and easily, and avoid cluttering your sales ledger with prospects. A contact is created / synced and a sales order created in Sage when a quote is accepted.

Fully Online Using Sage's Native API

We don't need to install any software on your Sage server, we use the Sage native API which is free to use and your Sage reseller can install if isn't already. Never get caught out by upgrades again.

Advanced Data Management

Got a new list of prospects? Import them into Mashoom, with custom fields, via a spreadsheet. Bulk imports, export and updates, create filtered lists and more; our powerful tools have got you covered.

Stock, Pricing and Currency Support

Use Mashoom in multiple regions and with all your existing stock, currency and pricing imported automatically. Alternatively, manage pricing via Mashoom with simple spreadsheet upload / download.

Access to Mashoom's API

Use Mashoom's API as a gateway to Sage. For instance, a web shop can send new contacts and sales orders to Sage via Mashoom directly, or setup a customer portal where live stock levels can be found.

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