Simplified uploads & integrations
ifaDASH has streamlined integrations with the leading CRM providers. Automatic data synchronisation with client, asset and financial information is available at the click of a button enabling you full insight into the health of your business.
Intelligent Office
Iress Xplan
If you use another CRM, don’t worry, ifaDASH can accept uploads from any back office and 3rd party provider that can supply your information via CSV export or API. ifaDASH are continuously working with providers when an API is made available for direct integration (meaning no need for transfers of csv. downloads). Our developers will include APIs and update whenever providers are able to supply them.
360 Dotnet
Enable
Time4Advice CURO (Beta)
Defaqto Engage
Plum Software
Transact TRDS