CRM with service orders integrated with Omie

A CRM with service orders integrated with Omie connects sales deals to service orders with data synced to the ERP — Jestor offers this in a template with native Omie integration, without intermediaries.

Why unite CRM and service orders

When sales and operations live apart, the information is typed twice. Sales closes a deal, and someone replicates the data in the service order and the ERP.

That creates rework and divergence between what was sold and what will be delivered. The client feels the lack of alignment.

Connecting CRM, service orders, and Omie fixes this: sales and service move together, with the data integrated to the ERP.

What this model needs to have

  • Deals organized by temperature and stage
  • Service orders linked to the sale
  • Data integrated to Omie, with no double entry
  • A record of clients, companies, and services
  • A single view of sales and operations

What the template already brings

  • A dashboard of deals by temperature
  • A Kanban of deals by stage
  • Clients, companies, services, and departments
  • Integration with Omie service orders

Why Jestor fits

Frequently asked questions

Does Jestor issue the invoice? No. It connects sales and service orders; invoice issuing and the tax side stay in Omie.

Do I have to type the data twice? No. The native integration syncs the data with Omie.

Is it hard to configure? No. Jestor ships the ready template and the integration is native.

Uniting CRM, service orders, and Omie ends double entry between sales and operations. With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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