CONNECTORS
Your core ERP isn't going anywhere. Good.
Methodical works with the systems you already run. Our team builds connectors alongside your IT and vendor teams, so nothing has to be ripped out.
Two custom connectors in production — a competing field CRM, and a customer's own dealer management system. Both built on request. Both live in days.
THE CATALOGUE
Live today, and built when you ask
Beetroute CRM
Built on a customer's request, and in production. SalesNet works alongside it.
Gmail
A Switchboard rule can start when an email arrives, and can send email.
Outlook
Mail and calendar. A Switchboard rule can start when an email arrives or a meeting changes, send email, and add, change or cancel calendar events.
Microsoft Teams
A Switchboard rule can start when a message is posted in a channel or chat, and can post in one.
OneDrive
A Switchboard rule can start when a file is uploaded, and can save a file.
A Switchboard rule can start on a comment or an @mention, publish a post, and pull account and post insights.
WhatsApp Business
No matching connectors found
Need one of these, or something else? Our team builds it with you. We'll tell you what it takes once we've seen the system.
Built on request
Need one of these, or something else? Our team builds it with you. We'll tell you what it takes once we've seen the system.