Hassle-free Ecommerce Integration for Your CRM

Unify Your eCommerce and Customer Management

effy’s Magento 2 CRM Integration seamlessly connects Magento with your Freshsales CRM, providing robust Magento integration services that enable real-time synchronization of order data to enhance sales decisions and customer insights. Designed to streamline workflows and improve efficiency, this integration is fully customizable to fit your unique business needs.
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What is Magento 2 CRM Integration?

The Magento 2 CRM Integration connects your Magento eCommerce platform with your CRM to provide a unified solution for managing sales, customer engagement, and order data.
Centralize Data
Sync customer orders, purchasing behavior, and contact details from Magento directly into CRM.
Boost Sales Efficiency
Equip sales teams with real-time insights into customer orders to make informed decisions and close deals faster.
Streamline Workflows
Perform essential actions like managing refunds or cancellations within CRM without switching platforms.
Enhance Customer Relationship Management
Personalize interactions by leveraging purchasing history and customer insights from Magento.
This integration ensures that your sales and support teams have the tools they need to deliver exceptional customer service while optimizing operational efficiency. Fully customizable, the Magento 2 CRM Integration can be tailored to fit your specific business needs and is compatible with other CRM platforms as well.
Want to know if your CRM is supported? Contact us for details!

Key Deliverables

Order Listings
Access a consolidated list of orders from all connected Magento stores directly within your CRM.
Filter and Search Functionality
Easily filter orders by store or time range and search by Order ID for quick access.
Order Details
View detailed information for every order, giving you valuable insights into customer purchasing behavior.
Perform Actions
Manage refunds and cancellations directly from your CRM based on order status.
Real-Time Customer Data Sync
Keep your CRM updated with accurate and timely order information synced from Magento.

The Process

Requirement Gathering
Collaborate with your team to understand your eCommerce workflows and tailor the integration to meet your needs.
Customization
Customize the integration using industry best practices for seamless data synchronization and reliable performance.
Deployment
Configure the solution in your live environment, integrating Magento with your CRM platform.
Delivery
Provide training, documentation, and ongoing support to ensure smooth adoption and continued success.

Our Capabilities - Services
we provide

Software Development

We create cutting-edge software solutions tailored to your needs, handling everything from concept to deployment. Our team builds scalable, robust applications using the latest technologies and best industry practices.

Software Consultation

Leverage our strategic guidance to optimize your software projects. We provide expert recommendations on best practices, technology choices, and project management to help you succeed.

System
Integration

Effortlessly link your systems and applications to boost operational efficiency. We integrate your existing software with modern technologies to ensure smooth and optimized performance throughout your enterprise.

End-to-End Development

From idea to launch, we manage every stage of software development. Our end-to-end services ensure your project is delivered on time, on budget, and with top-notch quality.

Artificial Intelligence

Harness AI to gain valuable insights and drive innovation. Our solutions span machine learning, natural language processing, and data analytics to give you a competitive edge.

Cloud & DevOps

Future-proof your business with our cloud and DevOps solutions. We streamline cloud infrastructure and automate development processes, improving scalability, reliability, and speed of delivery.

Middleware & Microservices (APIs)

Our expertise in middleware and microservices ensures that your applications communicate effectively and efficiently. We design and implement APIs that streamline processes, improve scalability, and enhance system interoperability.

Data & System Migration

Navigate the complexities of data and system migration with ease. Our end-to-end migration services ensure minimal disruption, maintaining data integrity and operational continuity throughout the process.

Why Choose effy?

Tailored Solutions
Fully customizable integration designed to meet your specific business processes.
Platform Compatibility
Supports major CRM platforms, including Freshsales, Zendesk, Salesforce, HubSpot, and more.
Expertise in Integration
Proven track record of delivering reliable and efficient eCommerce integrations.
Instant Efficiency
Eliminate manual workflows with automated, accurate data synchronization.
Comprehensive Support
Dedicated assistance from project initiation to post-deployment maintenance.

Our Capabilities - Services
we provide

Software Development

We create cutting-edge software solutions tailored to your needs, handling everything from concept to deployment. Our team builds scalable, robust applications using the latest technologies and best industry practices.

Software Consultation

Leverage our strategic guidance to optimize your software projects. We provide expert recommendations on best practices, technology choices, and project management to help you succeed.

System
Integration

Effortlessly link your systems and applications to boost operational efficiency. We integrate your existing software with modern technologies to ensure smooth and optimized performance throughout your enterprise.

End-to-End Development

From idea to launch, we manage every stage of software development. Our end-to-end services ensure your project is delivered on time, on budget, and with top-notch quality.

Artificial Intelligence

Harness AI to gain valuable insights and drive innovation. Our solutions span machine learning, natural language processing, and data analytics to give you a competitive edge.

Cloud & DevOps

Future-proof your business with our cloud and DevOps solutions. We streamline cloud infrastructure and automate development processes, improving scalability, reliability, and speed of delivery.

Middleware & Microservices (APIs)

Our expertise in middleware and microservices ensures that your applications communicate effectively and efficiently. We design and implement APIs that streamline processes, improve scalability, and enhance system interoperability.

Data & System Migration

Navigate the complexities of data and system migration with ease. Our end-to-end migration services ensure minimal disruption, maintaining data integrity and operational continuity throughout the process.

Echoes of Excellence

Georgia Hetherington
Data Systems Manager at DVV Media International Ltd
“effy has supported DVV Media with multiple projects from the very complex to the straight-forward and each one has been delivered on time & without hassle. Included in the long list of projects we have worked on together are a completely bespoke booking system. I honestly can’t recommend them highly enough, I feel very fortunate to have found such an excellent development partner to work with and always look forward to our next project together”

Ready to Integrate?

Transform your Magento eCommerce workflows with real-time CRM synchronization.

Contact us today to unlock seamless sales and customer management processes tailored to your needs.
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Frequently Asked Questions

What Magento versions are supported?

This integration is designed exclusively for Magento 2.x versions, ensuring seamless compatibility and performance for businesses utilizing this platform. By leveraging Magento integration solutions, you can connect your eCommerce store with your CRM effortlessly, enabling smooth data synchronization and enhancing operational efficiency across your systems for a streamlined customer management experience.

How can I find a specific order in the CRM?

With the advanced search functionality in the CRM Magento 2 integration, you can easily locate any order by entering its Order ID. This Magento API integration ensures quick access to detailed order information within your CRM, saving time and improving customer interactions by providing immediate and accurate insights into order data.

How frequently is order data updated?

Order data is synchronized in real-time with the Magento CRM solutions, guaranteeing up-to-date information and accuracy. This integration, powered by Magento API integration, ensures that businesses can access the latest order details instantly. Real-time updates are essential for Magento integrators seeking to enhance workflows, improve decision-making, and provide a seamless customer management experience.

Can I see orders from multiple Magento stores?

Yes, this integration enables you to access orders from all your connected Magento stores in one place. By working with Magento integrators, you can unify data from various stores and ensure consistency across your operations. This functionality simplifies order tracking and management, making it easier to maintain an efficient and centralized workflow.

Are all order actions supported in the CRM?

Yes, actions like refunds and cancellations are supported in the Magento CRM integration, depending on the order’s status. This capability ensures comprehensive order management through a streamlined CRM system. By leveraging Magento API integration, businesses can handle critical order actions efficiently, improving customer satisfaction and operational reliability across their CRM platform.

What eCommerce platforms does your solution support?

Our integration is compatible with a wide range of eCommerce platforms, including Shopify, BigCommerce, WooCommerce, Magento, and more. Whether you're using a popular platform or a custom-built solution, we can tailor our integration to meet your specific needs.