Customer Connect + Bokio CRM integration

Overview

Bokio connects sales in Customer Connect with invoicing and accounting. Follow the deal beyond the contract, with payment status visible on your sales board.

From customer conversations in Customer Connect to an invoice in Bokio

When a deal is closed, the invoicing details need to be clear. Check the customer, what you have agreed and the invoice text before transferring the details to Bokio. The integration helps you follow the deal even after the sale.

Prepare the invoice information

Start with what the customer accepted. Check that the right customer is linked to the deal and that the invoice text describes your agreement. Decide who reviews the information before it passes to Bokio.

Review an example with us: what information leaves Customer Connect, how does it appear in Bokio and how is payment status shown in the sales pipeline? This makes it easier to assess how the CRM integration fits your work.

Try the workflow with one deal

Choose an example where you know the customer details and the agreement. Review which information needs to be transferred and how payment status appears in Customer Connect. This lets you assess how the integration fits your sales and accounting work.

Compare plans and see the other CRM integrations.

Contact us about the Bokio integration to review your setup. If you also work with digital contracts, read about the Oneflow integration.

What you can do

• From contract to invoice

  Transfer invoice details from Customer Connect to Bokio.

• Track payments

  See on the sales board when your customer has paid.

• Less duplicate work

  Sync invoice text and keep accounting connected.