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Empower your sales team with Salpo CRM + RingCentral

Make your call centre and sales teams super-efficient with Salpo CRM + RingCentral – screen incoming calls, initiate outgoing calls, instantly pull-up contact details and notes, and automatically record all Communications. And all without leaving Salpo CRM.

We’ve worked closely with RingCentral, the market-leader in call centre solutions, to build a powerful integration between our two platforms. This gives you our dynamic contact management, combined with RingCentral’s awesome call centre and sales solution, all without leaving Salpo CRM. Just activate the integration within our control panel and start making your teams work smarter and more efficiently.

What you can do with Salpo CRM + RingCentral

  • Screen incoming calls by instantly accessing Contact details
  • Initiate outgoing calls using click-to-dial technology within Salpo CRM
  • Quickly pull-up contact notes for easy reference during outgoing calls
  • Automatically record calls against relevant Contact profile pages

You’ll need a Salpo CRM and RingCentral account to use this integrated solution. Don’t have accounts? You can sign-up for a free 14-day trial of Salpo CRM.

Read more about our Salpo CRM + RingCentral integration

Salpo secures Xero Marketplace approved partner status

We just became an approved partner of Xero, the world-leading accounting software provider. Our Salpo CRM + Xero integration provides dynamic contact and activity management, seamlessly blended with the best accounting software on the market.

We partnered Xero to build our comprehensive integration, allowing you to view and report on accounting data within Salpo CRM and sync records across both platforms. After a rigorous process, Xero approved our app to appear in its Partner Marketplace.

With Salpo CRM + Xero you can:

  • View Contact billing history and track account balances and invoicing status
  • Access and report on transaction data across multiple clients simultaneously
  • Create orders within Salpo CRM and push them to Xero to generate invoices
  • Sync and share records across both platforms to create cross-team visibility

You’ll need a Salpo CRM and Xero account to use this integrated solution. Don’t have accounts? You can sign-up for a free 14-day trial of Salpo CRM and also try Xero accounting software for free.

Read more about our Salpo CRM + Xero integration

Goodbye Eventbrite, hello Salpo events

We like Eventbrite as much as the next software company – it’s a great off-the-shelf solution, and one we’ve personally enjoyed using. But you can’t beat being in control, can you? And now we are, thanks to the Salpo Events module.

Sounds technical, and I guess it is, but once set up it pretty much runs itself. The Events module sits within Salpo CRM, allowing us to input details of all our upcoming events, then automatically populate the events page on our site. All details are pulled across,  including date, time, title, description and a link to register.

When people register for an event, their details are recorded within our CRM, adding them as a contact and connecting them to the event as an attendee. Registration also triggers a confirmation email to them, including required login details etc, and one to us with details of the registration.

Once the Events module is set up, it’s a huge time saver. Do you run webinars or physical events? Is this something you could use? Register now for a free 14-day trial of Salpo CRM or contact us to book a demo. Oh, and do check out our events page for upcoming webinars.

Salpo CRM integration gets Zapier seal of approval

Who doesn’t love Zapier? The market-leader in app integration helps businesses everywhere to link their every-day apps and create useful workflows to improve productivity. And now Zapier just approved Salpo as a recognised app partner, making the announcement last week.

We now appear on the Zapier site, with a number of suggested Salpo CRM ‘Zaps’ that users can tap straight into. Click here to Salpo’s Zapier integration page. Existing Salpo CRM users can find and activate the Zapier integration within the Control Panel. If you don’t yet have a Salpo CRM account, click to start a free 14-day trial.

Salpo CRM Mobile is here: our powerful modular platform in the palm of your hand

The Salpo CRM Mobile app is here! Now you can get our dynamic activity management system for your Android or iOS device, allowing you to quickly and easily access your Salpo CRM account wherever you are.

You can view and update contacts, schedule communications, monitor activity, review sales opportunities and more.

Salpo CRM Mobile allows real-time sync with our cloud-hosted platform, across all your devices and teams. You’ll need a Salpo CRM account to use the app.

Salpo CRM Mobile features:

  • Create and update your contacts wherever you are
  • View and manage your upcoming schedule and activities
  • Review and update your sales pipeline and create new opportunities
  • Sync with Salpo CRM in real time to keep everyone in the loop

More features coming soon:

  • Offline mode, reports, maps, targets and more

Learn more about Salpo CRM Mobile: https://www.salpo.com/mobile-crm-app