Start with the simplicity of SimpleCRM, then extend it around your organization with custom workflows, integrations, data migration and connections to ERP and other business systems.
Start with SimpleCRM and take it as far as your organization requires. ATRI can add features, customize workflows and functionality, and connect SimpleCRM with the systems, data and customer-facing processes that run your business.
Enterprise requirements should not force complexity into the standard SimpleCRM product. ATRI can extend and integrate SimpleCRM around the customer’s operating environment while preserving a simple user experience.
Connect SimpleCRM to ERP and other business systems.
Extend workflows, data structures and business logic around customer requirements.
Bring existing customer and business data into SimpleCRM.
Support larger teams, business units and enterprise operating requirements.
Connect SimpleCRM with ERP and related business systems so customer and commercial information can flow where it is needed.
Adapt SimpleCRM around organization-specific sales, service and operating processes.
Move customer, contact, opportunity and related business data from existing systems into SimpleCRM.
Connect SimpleCRM to other internal or external platforms through customer-specific integrations.
Extend the information model where business requirements genuinely require it.
Support organization-specific structures, teams and operating models without making the standard product more complicated for everyone.
ATRI can combine SimpleCRM with engineering and integration services to deliver a customer-specific solution around existing systems, workflows and data.
Define how SimpleCRM should fit into the customer’s operating environment.
Connect ERP, business systems, data sources and external services.
Configure, migrate and deploy the solution around customer requirements.
Continue adapting the solution as business processes, integrations and scale change.
Connect customer, order or account information between SimpleCRM and the customer’s ERP environment.
Migrate customer, prospect and opportunity records from legacy CRM systems, spreadsheets or databases.
Adapt the standard workflow around the customer’s approval, qualification, account-management or service process.
Connect SimpleCRM to customer-specific platforms or services where required.
These are examples of customization paths ATRI can build, not a list of connectors available today.
The standard SimpleCRM product stays focused and easy to use. Enterprise complexity is added only where a customer’s requirements justify it.
Begin with the standard SimpleCRM foundation.
Identify the workflows, integrations and data requirements that matter.
ATRI configures, integrates and extends SimpleCRM around those requirements.
Continue adapting the solution as the business changes.
Start with SimpleCRM. Add enterprise workflows, integrations and services only where they create value.