Integrating your CRM with the Turnstile CPQ (Configure, Price, Quote) system unlocks seamless data synchronization and enhances your sales workflow. By connecting these two platforms, you can:
Streamline the quoting process: Quickly generate quotes using real-time customer and deal information from the CRM.
Ensure data consistency: Synchronize customer records, pricing, and order details between systems.
Enhance collaboration: Provide sales and operations teams with a unified view of customer and transaction details.
Without a CRM connected to Turnstile, you will not be able to send quotes, create subscriptions or create one-off invoices.
For details on how to connect your CRM, please view the documentation for your CRM:
Note: You can only have one CRM integrated with Turnstile at a time.