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About InterWeave Smart Solutions

Cloud CRM integration with top Financial Application Solutions. Done better.

Now your CRM cloud solutions can work seamlessly with many of the cloud-based and enterprise business applications you already use. Our configurable, cloud integration solutions are not fixed. In fact, we constantly update our solutions based on conversations with our customers in order to understand their needs, refine their solutions, and improve our offerings.

The InterWeave Financial Application Integration Cloud is where customers may register, select Smart integration Solutions between “Best of Breed” applications, and then configure them at the object and field level. CRM applications like Salesforce, bpmOnline, OROCRM, Oracle Sales Cloud, SugarCRM and more. Integration with Financial applications like QuickBooks, the Sage/MAS line, MS Dynamics, Oracle are available in a Cloud hub/spoke model. Additionally is integration with over 48 Merchant Services Providers for Real-Time, Scheduled and Recurring Payment internally with your CRM. The Smart Solutions configuration selections reside on the SmartIntegration Platform.

Payment Processing Solutions for your CRM.
Innovatitve. Secure. Integrated.

Award-Winning Integrated Merchant Service Providers.
B2B, B2G, ENTERPRISE, SMALL AND MEDIUM-SIZED — IN EVERY INDUSTRY.

We are a leading provider of technology-enabled credit card processing services, with expertise and experience in meeting the unique needs of all types of businesses.

Take your business to the next level with the SmartIntegration Platform

Connect your cloud with applications, data, enterprise solutions and other clouds to create your hybrid cloud environment. As cloud-based, subscription-based solutions continue to evolve, your challenge is to find the platform-as-a-service (PaaS) and software-as-a-service (SaaS) vendor who has the capability and experience to integration with your existing on-premise systems.

About Insightly

Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA).

About Vtiger

Benefits of a Vtiger CRM System:

  • Increase revenue through better deal nurturing and follow-ups
  • Improve customer relations
  • Accelerate Sales Cycles
  • Better internal communication & collaboration
  • Boost Sales and Support team productivity
  • Enforce best practices through process templates
  • Automate repetitive tasks
  • Get better insights on customers
  • Increase customer retention
  • Lessen risks to deals

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

  • Complete outsource packages available - no software, no hardware, no developers, no overhead - just sign and go

  • Extensive portfolio of Smart Solutions waiting for you to configure

  • Start-ups, SMB or Enterprise - select exactly the right type of configuration model for you - modify at any time

  • Smart Solutions are completely configurable by the customer with pick lists, drop downs and custom fields

  • All processes, workflow logic, mapping is ready for you to configure - with a mouse and the web

  • Complete, pre-built integration Solutions - between "Best of Breed" applications

Summary

  • Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.

  • Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.

  • Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.

  • Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.

  • Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.

  • Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.

Summary

    No key features associated with this application.

Pricing

Sales Starter

$10.00
1 user(s) / month
Included in plan:
  • Contacts & Organizations
  • Pipeline Management
  • Smart Webforms
  • Document Insights

FAQs

    What platforms does this service support?
  • Take your business to the next level with the SmartIntegration Platform.

    Connect your cloud with applications, data, enterprise solutions and other clouds to create your hybrid cloud environment. As cloud-based, subscription-based solutions continue to evolve, your challenge is to find the platform-as-a-service (PaaS) and software-as-a-service (SaaS) vendor who has the capability and experience to integration with your existing on-premise systems.

  • Who are the main user groups of this service?
  • The InterWeave Financial Application Integration Cloud is where customers may register, select Smart integration Solutions between “Best of Breed” applications, and then configure them at the object and field level. CRM applications like Salesforce.com, bpmOnline, OROCRM, Oracle Sales Cloud, SugarCRM and more. Integration with Financial applications like QuickBooks, the Sage/MAS line, MS Dynamics, Oracle are available in a Cloud hub/spoke model. Additionally is integration with over 48 Merchant Services Providers for Real-Time, Scheduled and Recurring Payment internally with your CRM. The Smart Solutions configuration selections reside on the SmartIntegration Platform.

  • What is this service generally used for?
  • Real-time, Scheduled and Recurring Payment and Subscription Management Payments with hosted, self-service Customer Portal integrated with your CRM. With InterWeave Payment and Subscription management in your CRM, integrated with your InterWeave Customer Portal, you will be able to provide your customers all the flexibility they need to view their invoices online, update payment methods, and make payments while keeping everything organized and automated for you.

    Supporting over 48 Merchant Service Providers payment methods including credit card, invoicing, ACH/EFT and more, InterWeave works with your CRM vendor and your Merchant Services Provider removes the security concerns for storing sensitive information and credit card information.

  • Does this service offer multi-user capability (e.g. teams)?
  • We support the customers CRM Solution, so yes.

  • What are some applications this service is commonly used in tandem with?
  • Intelligent Cloud Integration for CRM; Financial Services Solutions, Payment Processors and Multi-Cloud Integrations in a simple, configurable way. SaaS, SMB and Enterprise Customers manage their customer interactions with system specific business processes and work flow to provide an extraordinary customer experience.

  • Does this service offer an API?
  • The SmartIntegration Platform integrates with other Solutions utilizing API's.

  • Does this service offer guides, tutorials and or customer support?
  • We offer all.

  • Does this service integrate with any other apps?
  • Integrate your CRM Solution with anything, anywhere, across any device.We have 28 protocol specific adapters; if it has protocol - we can connect.

FAQs

    What are some applications this service is commonly used in tandem with?
  • Google Apps
    Office 365

  • What is this service generally used for?
  • Customer relationships management
    Sales management
    Project management

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Who are the main user groups of this service?
  • Mid-sized businesses across different industries

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes.

FAQs

    No FAQs associated with this application.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses InterWeave Smart Solutions
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
English language

Other

Who uses Insightly
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Italian, German, French, Spanish, Portuguese, Chinese
Regional Restrictions:
n/a

Other

Who uses Vtiger
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Arabic, Czech, Bulgarian, German, French, Indonesian, Korean, Italian, Japanese, Polish, Portuguese, Romanian, Chinese, Vietnamese
Regional Restrictions:
No restrictions.
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