קבע פגישה
Engini
ייעל את הפעילות העסקית שלך

אוטומציה בין monday ל-Priority תוך יום

אינטגרציה דו כיוונית ללא קוד, בין monday לבין Priority ERP על ידי Enginiפלטפורמת האינטגרציה מספר #1 בישראל לחיבור מערכות ERP ו- CRM

קבע פגישה
השאר פרטים
קבע פגישה
השאר פרטים

מאות לקוחות חוסכים מדי יום שעות של עבודה ידנית

תכונות עיקריות ומקרי שימוש:

הפיכת תהליך המכירה לפשוט ומהיר, מרגע כניסת הליד למערכת ה-CRM ועד להוצאת החשבונית ושליחתה במייל ללקוח, והכל ללא מגע יד אדם. התהליך כולל אינטגרציה ופתיחה אוטומטית של: הלקוח ב-ERP, הזמנה, חשבונית מס/קבלה וסנכרון חוזר עם המידע הרלוונטי ל-CRM.

סנכרון לקוחות ופריטים

כשלקוח מוקם ב-CRM יהיה עדכון או הקמה של הלקוח ב-ERP ולהפך

סנכרון לקוחות ופריטים

כשלקוח מוקם ב-CRM יהיה עדכון או הקמה של הלקוח ב-ERP ולהפך

הפקת הזמנה וחשבוניות אוט'

כתוצאה מהתהליך העסקי תוקם הזמנת לקוח וחשבונית או תעודת משלוח בהתאם לתנאים הנדרשים

הפקת הזמנה וחשבוניות אוט'

כתוצאה מהתהליך העסקי תוקם הזמנת לקוח וחשבונית או תעודת משלוח בהתאם לתנאים הנדרשים

שיתוף החשבונית במייל / ווצאפ

לאחר שהופקה החשבונית תשלח ללקוח למייל או לכל דרך תקשורת אפשרית החשבונית כקובץ PDF

שיתוף החשבונית במייל / ווצאפ

לאחר שהופקה החשבונית תשלח ללקוח למייל או לכל דרך תקשורת אפשרית החשבונית כקובץ PDF

העתקה והמרת נתונים

תהליך המרת נתונים והעתקה בזמן אמת בין המערכת השונות

העתקה והמרת נתונים

תהליך המרת נתונים והעתקה בזמן אמת בין המערכת השונות

למה לבחור ב- Engini?

למה לבחור ב-Engini?

בסרטון ניתן לראות:

בסוף ניהול תהליך המכירה ב-CRM הלקוח הופך ל-WON, זהו הטריגיר להתחיל את כל האוטומציה ל-ERP וסנכרון חזרה של כל המידע

שתפו את האוטומציה עם כל מי שתרצו

ניתן לשתף את התהליך בין חברות הבת או שותפים עסקיים

החזר ההשקעה בין ימים לשבועות אחדים

בין אם זה על ידי חסכון בשעות אדם או מניעת עלות טעויות אנוש או פשוט חסכון בעלויות הרישוי של תוכנות אחרות.

Frequently Asked Questions

Everything you need to know about the product and billing

What is Engini and how does it work?

Engini is a NO-CODE platform that allows you to create and automate business processes that integrate with your core software systems, such as ERP and SaaS applications. It uses a sophisticated automation engine to ensure seamless workflows automation across different systems.

Engini takes data security very seriously. Engini is SOC2 compliant, implementing industry-standard security measures to protect your data, including encryption, regular security audits, and secure data storage solutions. Your data is safe with us.

ERP systems: Priority, NetSuite, SAP, QuickBooks, Oracle, Microsoft Dynamics 365, Odoo, Acumatica, Sage, Xero | Task management: ClickUp, Jira, AirTable, Monday.com, Asana | CRM systems: Salesforce, HubSpot, Zoho, Pipedrive | Cloud platforms: AWS, Google Cloud, Azure | Shipment services: FedEx, UPS, HFD, Chita Delivery | eCommerce platforms: Shopify, Amazon, eBay, WooCommerce, Wix, Magento | Ads platforms: TikTok, WordPress – Elementor, Instagram, WhatsApp, Facebook | HR systems: HiBob, Workday, PeopleSoft, BambooHR | Other: Google Sheets, CSV/Excel, Slack, Mailchimp, Google Drive, OneDrive, Dropbox, Zendesk, Freshdesk, Gmail, Outlook | Payments: Stripe, PayPal, PayMe, Tranzila, HYP, Expensify, Bill.com | Security and Permissions: JumpCloud, Okta, Active Directory | OCR: Invoice, HR document, Passport and ID, CV.

Yes, Engini can be configured to support compliance and regulatory reporting requirements. It provides robust data management features, audit trails, log streaming and reporting tools to help you maintain compliance with industry standards and regulations.

Yes, Engini is capable of processing data in real-time, enabling immediate updates and actions based on trigger events. This ensures that your workflows and applications are always up-to-date with the latest information.

The time required to implement Engini depends on the complexity and breadth of the required integrations. For simple use cases, the setup can be completed within a few hours. However, more intricate scenarios that involve custom connectors, significant data transformations, and multiple systems may take several days to finalize. The user-friendly interfaces provided by Engini help to substantially cut down on implementation time compared to traditional integration methods. Additionally, the support and professional services offered by Engini and it’s partners can further accelerate the process, ensuring a smooth and efficient deployment.

Engini provides pre-built connectors for popular ERP systems, allowing for easy integration. It supports real-time data synchronization and offers customization options to fit specific business requirements.

Engini enables rapid development, reduces costs, and allows non-developers users to create and manage business applications and workflows. It accelerates digital transformation by empowering business users to build solutions without waiting for developer’s resources.

Engini offers flexible pricing plans to suit different business needs. You can choose from various subscription options based on the features and level of support you require. For detailed pricing information, please visit our pricing page or contact our sales team.

Yes, Engini is built to handle both simple and complex workflows. Engini’s workflow automation engine can manage multi-step operations and ensure that data flows efficiently between different systems and processes within your organization.

Engini is supported on all modern and up-to-date browsers, including Google Chrome, Apple Safari, Microsoft Edge, and Mozilla Firefox.

Engini offers comprehensive support to ensure you get the most out of our platform. This includes a detailed help center, video tutorials, live chat support, and dedicated customer success managers to assist with any specific needs or questions you may have.

Absolutely. Engini is designed to be a NO-CODE platform, making it accessible to users without technical expertise. The intuitive interface ensures that you can create and manage workflows and applications without needing to write any code.

Yes, Engini allows you to create custom applications tailored to your specific business needs. Whether you need applications for managing production processes, warehouse operations, sales, finance, or human resources, Engini provides the tools to build them using a pure NO-CODE approach.

Workflow triggers in Engini can be set to run based on a timed schedule, an automatic trigger initiated by an event in a another system, or a manual button press. These triggers can be configured to execute at regular intervals, each time an event takes place, only when specific conditions are met, or after a certain number of occurrences. Within a workflow, actions can include setting up conditional logic, repeating actions with loops, managing errors, and manipulating data using data pills and formulas.

Dynamic tables in Engini function as databases where you can store crucial data. These tables are not only data repositories but also serve as automation hubs, where actions can be triggered based on changes or updates within the tables.

To get started with Engini, you can sign up for a Free account on our website. Once you have an account, you can start creating custom applications and workflows using our intuitive drag-and-drop interface. Our support team is also available to help you with any questions you may have.

Engini is integration Platform as a Service (iPaaS) we integrates with a wide range of ERP, SaaS, legacy and on-premises systems, including Xero, NetSuite, Priority, Salesforce, Monday.com, and many more. This allows for seamless data flow and process automation across your organization’s software ecosystem.

Yes, As a SaaS workflow platform, our software is designed to be accessible across various operating systems, ensuring seamless integration and user experience regardless of the device or OS being used. Our platform supports As a SaaS workflow platform, our software is designed to be accessible across various operating systems, ensuring seamless integration and user experience regardless of the device or OS being used. Our platform supports.

Engini regularly updates its platform to introduce new features, enhancements, and security patches. These updates are managed seamlessly, ensuring minimal disruption to your operations. Users are notified in advance of any major changes or scheduled maintenance.

Engini offers a variety of training resources, including online tutorials, webinars, documentation, and a comprehensive help center. Additionally, users can access community forums and engage with support teams for personalized assistance.

Engini today already uses AI – ML technology for automatic creation of connectors by scanning the API documentation of the system the client wants to connect to and thus we actually have unlimited official connectors. Regarding the LLM technology, we have already developed an internal model that will be made public soon for all our customers who will be able to build the workflow by creating a prompt without the need for technical knowledge to build workflow automation.

“חסכנו מאות שעות הקלדה ידנית, הורדנו ב-95% טעויות אנוש בהקלדת נתונים והיום אפשר להגיד שכל מערכות המידע שלנו מחוברות אחת לשנייה מקצה לקצה.”

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