ProjectMark + Viewpoint Vista
The CRM built for Construction
The integration allows Vista and ProjectMark clients to automatically sync project, team, and company data between their ERP and CRM systems. Users define specific triggers that, once met, automatically initiate data synchronization, ensuring continuous, real-time accuracy and consistency across both systems. This user-defined automation serves to significantly reduce the time traditionally spent on manual data entry and double-handling of information. By streamlining these processes, the integration not only saves valuable time but also minimizes the risk of data discrepancies, catering specifically to the operational needs of Vista and ProjectMark clients.
The CRM built for Construction
One Single Source of Truth
Our platform makes it easy for your pre and post-construction teams to manage key relationships, store your information required to win, and stay on top of key deadlines.
Actionable Intelligence
Easy reporting and insights allow you to become an organization that fosters data driven decision making, enabling you to increase win rates by focusing your team on the right pursuits.
Empowered Collaboration
Collaboration is the key to every win. Collaborate with your team throughout the entire pursuit process from nurturing relationships at the initial stages to building a winning RFP.
Important Notes
- This integration is built, sold, and supported by ProjectMark.
- A subscription to ProjectMark is required for this integration. If you are not a customer and do not have any sales conversations in motion, we can help with an introduction to their expense management experts. Let’s talk.
- A subscription to the Viewpoint Vista API is also required. If you do not have a subscription to the API, submit this form.
