- Multiple inbound channels
- Manual data entry into CRM
- Repetitive basic information
- Scattered viewing notes
Real-estate lead-qualification case study
Sample project for processing inquiries from advertising portals.
01 / STARTING POSITION
The operating situation that can be automated
Those interested came from portals, social media sites and e-mail. Answering, grading, and arranging appointments caused a lot of repetitive work.
- Automatic collection of interested parties
- Preliminary qualification according to needs
- CRM record and sales task
- Viewing time and follow-up
Fasterfirst reaction
It is unifiedcontact information sheet
Trackableviewing and follow-up
Integration ecosystem
We connect to your
existing systems.
MoneyBro securely connects the business systems you already use.
For greater
opportunities
MoneyBroIntegration hub
Secure data connection
Sales and customer management
Customers · opportunities · growthSalesforceHubSpotMiniCRM
Finance and business management
Finance · operations · efficiencySAPSzámlázz.huBillingo
Communication and data
Collaboration · data · automationSlackMicrosoft 365Google Workspace
More connectable systems
Open integration ecosystemDynamics 365ShopifyPower BIPipedriveZoho CRMZendeskFreshdeskMailchimpBrevoActiveCampaignCalendlyTypeformJotformOracle NetSuiteOdooWooCommerceUNASShoprenterKulcs-SoftNAV Online InvoiceDocuSignStripeBarionSimplePaySharePointGoogle DriveDropboxOneDriveMicrosoft TeamsJiraAsanaMonday.comClickUpTrelloNotionAirtableLooker StudioMySQLPostgreSQLMicrosoft SQL ServerREST APIWebhookSFTPCustom ERP / CRM
Dynamics 365
Shopify
Power BI
Pipedrive
Zoho CRM
Zendesk
Freshdesk
Mailchimp
Brevo
ActiveCampaign
Calendly
Typeform
Jotform
Oracle NetSuite
Odoo
WooCommerce
UNAS
Shoprenter
Kulcs-Soft
NAV Online Invoice
DocuSign
Stripe
Barion
SimplePay
SharePoint
Google Drive
Dropbox
OneDrive
Microsoft Teams
Jira
Asana
Monday.com
ClickUp
Trello
Notion
Airtable
Looker Studio
MySQL
PostgreSQL
Microsoft SQL Server
REST API
Webhook
SFTP
Custom ERP / CRMBetter performanceData flows where it creates real business value.Secure connectionEnterprise-grade protection and dependable operation.Real-time dataAlways-current information for better decisions.
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