Your CRM is at its best when everything about a customer reaches it on its own. Bamya CRM is now on Zapier, so it works with thousands of other apps, without a line of code.
What you can do
- An answer to your website's form adds the company and its person to your CRM.
- A new company in Bamya adds a row to your spreadsheet, or a note to your team chat.
- A booking or a sign-up somewhere else becomes a task for whoever follows it up.
- Look a customer up first, so the same company is never added twice.
What is in it
- New Company and New Contact start a Zap the moment a company or a person joins your CRM.
- Add to CRM adds a company and its person, checked for duplicates just as Bamya checks them.
- Add a Task puts a task on a person or a company.
- Find Company and Find Contact look them up by name or by e-mail.
Safe by design
You connect by signing in to Bamya and pressing Allow. The connection works as you, and you will find it in Menu > Tool access, with every change it made. Disconnect it there whenever you like.