Be aware: It is a premium Google Workspace module for Concord CRM.
⚡ Google Workspace for Harmony CRM – All Your Apps in One Place
Entry Google Drive, Sheets, Docs, Slides & Types out of your dashboard.
Streamline collaboration with no further logins or third-party instruments, irrespective of should you use Free or Paid model of Google Workspace.
✔️ Function of Google Workspace Module
Harmony CRM already excels at managing offers and relationships and now you can lengthen it with the total energy of Google merchandise.
Browse and fix Drive information, edit Sheets, create Slides, Paperwork and Types with out leaving your CRM.
⚙️ Work Smarter Inside Harmony CRM
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✔️ Google Drive Information
Find, browse and add information with a single click on. Straight from the dashboard! -
✔️ In-App Sheets Editor
Create, edit and save information that will likely be mechanically synced at your Google account. -
✔️ Import & Sync
Pull knowledge created exterior of the CRM and sync again modifications. -
✔️ Permissions-based Entry
Our module inherits Google permissions for information. Unauthorized customers can have the prospect to request entry.
➡️ Actual-World Use Instances
- Gross sales Groups: Connect proposal docs from Drive, schedule follow-up calls in Docs and log SMS threads, multi function workflow.
- Challenge Managers: Collaborate on Sheets for budgeting, assign duties primarily based on milestones and archive venture information seamlessly.
- Help Brokers: Create Types, Slides and share information base information with out leaving Harmony.
✉️ Skilled Help & Straightforward Set up
Fast setup takes solely a couple of minutes to put in, activate and have a completely operational CRM invoicing integration operating easily.
For any technical questions or customization wants, contact our knowledgeable help workforce by means of our dedicated support portal.
Our technical help specialists present immediate help and complete options for all Harmony CRM invoicing module inquiries.
Model 1.0.0
- Preliminary launch of Google Workspace Module - Browse & connect Drive information - In-app editor for editable companies (Google Sheets, Docs and so forth) - Two-way sync - Inherited Permissions from Google
