Transferring Data from Accounting System to CRM | Automated Data Entry | Works 5x faster!

Transferring data from a data source (e.g. system, documents, platform) to another system where data is stored, is the most common office-work. It can be a mundane, tedious, repetitive, and time-consuming task that will leave human staff tired and fatigue. Not to mention the error human staff might cause! Thus, manual processing for data transfer must be overcome!
Gleematic arises as a solution that can replace manual data transfer. This demo video shows how Gleematic can transfer data from one system to another, automatically - without needing human interventions in entering those data.
In this video, Gleematic will transfer customer data from the accounting system to CRM. Gleematic will check if the customer data already exists in CRM. If the data does not exist yet, Gleematic will create a new record in CRM.
00:46 Customer data on accounting system to transfer to CRM
01:15 Running Gleematic
01:19 Copying customer data on accounting system
01:39 Accessing CRM
01:55 Checking customer data on CRM
02:12 Copying (second) customer data on accounting system
02:44 Creating new lead on CRM
02:55 Data entry on CRM
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Move forward from manual process to automation for improved productivity and empowerment of your time, cost, and resources as it works faster and easier. Start your automation journey with Gleematic, A.I-enhanced automation software that can do more than just automation.
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