CRM
Using Zoho CRM records to recover delinquent accounts
Zoho CRM is where your team manages accounts, contacts and deals across the customer lifecycle. On request, we map out with you which records would go to Fortis once invoices are past due and how case updates could flow back.
Markets: Germany · Europe · USA
Other systems on request
Apart from DATEV and Lexware Office, which you connect yourself in the portal, these systems are still being added to the Fortis system. To use one of them, please contact us through the request form or at info@fortis-inkasso.de. Until then, you can hand over open items from any system with the CSV bulk import in the portal.
How Fortis works with Zoho CRM
If you request it and the integration is individually activated for your company after review, Fortis could take over the past-due invoices of delinquent customers together with the related account and contact data from Zoho CRM. We would handle reminders and collections and share each case's status as agreed, so your A/R team knows where every account stands.
Apart from DATEV and Lexware Office, these systems are still being added; to use one of them, please contact us directly.
Typical data from Zoho CRM
- Accounts and billing addresses
- Contacts and phone numbers
- Deals and deal amounts
- Customer notes
Which data is transferred is agreed with you when access is activated.
How to get access to other systems
- 1
Submit a request
Choose your system and tell us briefly which receivables data you want to send.
- 2
Review by Fortis
We review your request and align the technical requirements with you.
- 3
Individual activation
Once approved, you send open receivables to Fortis directly from your system.
Related integrations
Prefer to connect through the Fortis API?
After review, you can link your own systems to Fortis through an individual API integration.
Zoho CRM is a trademark of its respective owner. Its mention describes an integration Fortis reviews on request and does not imply any cooperation with the vendor.