Integration & Smarter Workflows

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What makes a CRM system truly great isn’t done in isolation, it’s how well it connects with other useful industry tools, writes AdminBase’s Rhonda Ridge.

AdminBase now integrates seamlessly with PricePoint, Tommy Trinder, WhatsApp, and Windowlink, giving users smarter workflows, faster communication – and an edge over the competition.

 

Don’t compete, integrate

In the world of tech, standing still is not an option. Integrating with other independent software providers is key to creating powerful, connected software solutions that enhance the user experience. It’s important to stay ahead of trends, understand what software is available in the industry, why customers need and use it and consider how integrating with it can provide more choice.

One of the latest integrations was incorporating WhatsApp into the AdminBase system even though it had its own SMS messaging facility. Everyone is familiar and comfortable with using WhatsApp which really helps and when integrated into AdminBase, all messages sent and received are centralised.

 

Keeping customers informed

Communication is such an important element of the sales process – and WhatsApp brings it all together. With full back-office connectivity, customer service teams always have access to the most up-to-date information on a customer or project, allowing them to respond to calls efficiently and offer a more personalised service.

 

Tommy Trinder

Ab Initio also teamed up with the popular quoting software Tommy Trinder. This new link-up means AdminBase users can pull together supplier info from different sources to create one simple, professional-looking quote.

The addition makes it easy to tweak design choices and help get the sale over the line quicker. Both our systems are built with ease of use in mind and are all about helping customers stay ahead of the game.

 

Windowlink

Another exciting collaboration for Ab Initio is our partnership with trusted industry software experts, Windowlink. We teamed up with PricePoint back in 2022. It showed us just how powerful it can be to work alongside other software providers

 

Offering choice

Software such as PricePoint, Tommy Trinder and Windowlink all serve similar purposes but it’s about giving customers as much choice as possible. A customer’s preferred software often comes down to personal preference and what they’re already used to. They want as little disruption as possible. AdminBase integrating with their chosen quoting and pricing software and favourite messaging application, just makes life easier.

 

Evolution

AdminBase has come a long way. A big part of that is listening to the people who use it every day. Whether it’s the clever Taskboard card tool that helps teams stay on top of sales or the convenience of electronic signatures, the platform keeps evolving to improve workflow efficiency and adapt to the way people want to work.

 

Future thinking

WhatsApp for business has grown 300% in three years [Technext]. It’s fast becoming a vital modern communication tool. Not only does it facilitate customer interaction and improve response times, it also allows for future integration with advanced AI-driven features such as chatbots or payment solutions to creating seamless e-commerce solutions.

With technology evolving at lightning speed, collaboration is more important than ever. By working closely with other software providers, we’re not just improving our own system, we’re making life easier for our customers too. It means we can grow together, respond to changing customer needs better and quicker and make the most of innovations.

 

Pictures: By working closely with other software providers, AdminBase is not just improving, it is making life easier for customers too.

www.abinitiosoftware.co.uk

Article written by Rhonda Ridge
06th July 2025

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