Integrations that tie your sales process together
Orderstep integrates with a wide range of the systems you already use. Data can be exchanged automatically between the systems, saving you from unnecessary manual work and giving you a more cohesive workflow.
Why integrations?
Slip to switch between systems
Avoid double entry and manual workflows.
Work smarter
Let your systems exchange data automatically.
A comprehensive overview
Get quotes, customers, finances and activities to work together.
Integrations
You can't do everything alone, which is why Orderstep integrates with many different systems to make your work even easier. Data can be automatically retrieved or sent to other systems you use. This saves you manual work by ensuring that data is always available when you need it.
Financial systems
7 Integrations
e-conomic
Sell in Orderstep and let e-conomic handle the bookkeeping. Customers, orders and invoices transfer automatically, so you never have to enter the same thing twice.
Money
You make the quote, Orderstep creates the invoice, and Dinero records it in the accounts. That way, you avoid having to manually enter customers and invoices every month.
Billy
Keep sales in Orderstep and bookkeeping in Billy. The invoices flow across automatically, so your accounts are updated without you lifting a finger.
Uniconta
Manage customers and quotes with Orderstep and let Uniconta handle the orders and invoicing. So you get the best of both worlds
Dynamics 365
Use Orderstep for the sales and let Business Central do what it does best, keeping track of the finances.
Dynamics NAV
Use Orderstep for quotes and sales, and let Dynamics NAV handle the financials. Data flows automatically between the systems, so no one has to key in the same orders in two places.
Sage 200 Professional
Orderstep keeps track of your customers and sales, Sage keeps track of your finances.
Can you not see your system on the list?
Order management system
6 Integrations
Rackbeat
Sell in Orderstep and let Rackbeat manage the stock. That way, you always know what is on the shelf the moment you send the quote.
Minuba
When the sale is closed, easily pass on the job with Minuba, so the fitter can see what needs to be done without any hassle.
Order management
When the sale is closed, easily pass on the job with Minuba, so the fitter can see what needs to be done without any hassle.
Kala
Get the quote approved in Orderstep, and let Kala manage the project, hours, and tasks afterwards. That way, a yes from the client automatically becomes a case ready to get going.
Timelog
When the sale is closed, make sure to set up the project in Timelog immediately, so that hours can be logged on the tasks included in the quote.
Peak WMS
Check if your items are in stock when you create your quote, and push the order automatically to Peak so it can be packed and deducted from the inventory.
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Online Shops & E-commerce
2 Integrations
Shopify
The orders from your webshop land automatically in Orderstep along with the rest. That way, you have one place to process and invoice from, whether the customer called or clicked.
WooCommerce
Ensure all your orders are gathered in Orderstep, including those placed in your shop. That way, you have a complete overview of your customers and what they buy.
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CRM & POS
3 Integrations
HubSpot
When it comes to sending the quote, let Orderstep handle sending and following up on your quotes. Then Hubspot can find the next lead for you.
Customers 1st
Store sales automatically go in as orders in Orderstep. That way, you bring together retail and B2B in one place, and the customer looks the same no matter where they shop.
ActiveCampaign
Manage your leads in ActiveCampaign and let Orderstep send out the quote and close the sale for you. And then it gets integrated directly into your accounting system.
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Freight & Logistics
3 Integrations
Shipmondo
Book shipping and print labels directly from the order in Orderstep. That way, you avoid copying addresses into a shipping system every time a parcel needs to be sent.
GLS
GLS consignment notes and tracking numbers are automatically created from the order in Orderstep. That way, the customer knows exactly where the parcel is without you having to write to them.
PostNord
Book the shipment and retrieve the shipping label directly on the order in Orderstep. Then the parcel is ready to be sent the very moment the order is complete.
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Payment
2 Integrations
Freepay
Få betaling på kort så snart kunden godkender dit tilbud, eller tilbyd kort betaling på dine fakturaer.
Direct Debit
Ditch manual payments and let Orderstep automatically process the payments through Leverandørservice
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Communication
2 Integrations
Outlook
Emails to and from the customer save themselves automatically on the order in Orderstep. Then the whole team can see what has been agreed, even when it was a colleague who wrote.
Dstny
View all customer calls made by all sales reps so you can see when you have had dialogues with customers. Use AI to view summaries of the conversations.