Claritalk now links with AdminPulse!
Accountants, the moment has arrived: the long-awaited link between Claritalk and AdminPulse is live! This means your workflow will become even more efficient and automated.
What does the linkage involve?
Thanks to the integration with AdminPulse:
Are your Claritalk reports automatically linked to the correct customer in AdminPulse.
To-do's from Claritalk appear directly in your client's task box within AdminPulse.
Colleagues have full insight into your conversations: who, what, when ánd what still needs to be done.
This is also an advantage for your client: when you have a new conversation, you know perfectly well what was discussed before.
A link that not only saves time, but also improves collaboration within your office!
⚙️ How do you make the connection?
In the upper right corner of Claritalk, click "Hello, [your name]."
Go to My Settings.
Navigate to the Marketplace tab (section 5).
Scroll to AdminPulse and click "Connect."
You will be redirected to AdminPulse, where you will approve the necessary permissions.
When creating a new meeting, you choose a person before the meeting starts. This ensures that all info is correctly linked to the correct client.
💡 Note: It is important to select the correct person so that the information is not incorrectly linked.
Want to know more?
Watch the video below or register for our free webinar on July 10 at 11:30 a.m. for a live demo and Q&A.