Integrations

About Business Management Software

SunbaseData offers the most comprehensive all-in-one ERP and CRM for small, mid-size, and enterprise-level companies.

The available set of features helps users to organize, improve, and automate operations; resulting in both greater efficiency and reduced operating costs.

Our flexible platform allows companies to enable or disable modules, as needed. 

Administrative users have control over the levels of access available to each user to ensure the right people are able to perform their necessary functions.   



Discover how SunbaseData simplifies taking your business to the next level. 

MailChimp Integration

MailChimp is one of the leaders in the email marketing tool arena. You can use it to automate your marketing and cultivate leads, send drip campaigns. And using their free tier you can send up to 20k/emails month with a free account.

• Use workflow to automatically add an email address to a MailChimp List.
• Bulk load email address from within SunbaseData
• Have multiple MailChimp accounts and lists with SunbaseData

Quickbooks

• Connect SunbaseData to your Quickbooks online account.
• Synchronize Customers to SunbaseData.
• Synchronize Invoices to SunbaseData.

Stripe

Credit Card Processing

• Accept credit cards and apply payment to invoice
• View your existing Stripe balance
• Transfer funds to your predefined Bank account

Google Calendar

Auto Sync Appointments to Google

• Appointments scheduled in SunbaseData are automatically inserted into the Google Calendar of the Sales Rep.
• Updates and Reschedules are updated as well.
  

Utility API

Download utility bills electronically.

• Add meters to a lead/customer.
• Send authorization requests
• Download kWH usage for up to the last 12 months
• Download hourly interval usage information
• Automatically download bills PDF.
• Data can be used in proposals
• Use workflow to automatically add an email address to a MailChimp List.
• Bulk load email address from within SunbaseData
• Have multiple MailChimp accounts and lists with SunbaseData
  

Helioscope

• Solar System Designer.
• Pull and connect Helioscope projects to a customer.
• Synchronize all designs for that project.
• Capture site plan drawing from Helioscope as SunbaseData attachment.
• Pull component list from Helioscope.
  

Home Advisor

Insert Home Advisor leads directly into your CRM.

• Have your HomeAdvisor leads automatically get inserted into SunbaseData.
• Track cost per lead.
• Trigger actions based on it with Workflow.
  

Solar Calculator

Free for SunbaseData customers.

• Customizable with your logo and your pricing.
• Use as a lead magnet and store the lead in SunbaseData.
• Add to your website.
• Generates report with Loan information, how much they will save, and a breakdown of cost and Federal rebate.