Fortnox + Remember CRM

Two systems that talk to each other make it easier for everyone.

Why you should integrate Fortnox with your CRM

You have Fortnox for the finances and a CRM for the customers. But why should you enter the same

customer information twice? And why would you jump between systems to get a complete picture of a customer?

Integration between Fortnox and CRM is not just a convenience - it is a necessity for efficient operations.

Why integrate Fortnox with CRM?

1. Avoid duplication of work.

Without integration:

• Create a customer in CRM

• Create the same customer in Fortnox

• Update customer data in both places

• Risk of errors and inconsistencies

With integration:

• Create a customer once

• Data is synced automatically

• All changes are updated everywhere

  
  

2. Complete customer overview. See both sales history and invoice history on the same screen:

What quotes have been sent?

Which invoices are paid/unpaid?

What is the customer's total lifetime value?

When does the customer renew their contract?

3. Automated invoicing: From deal to invoice in a few clicks:

• Won deal in CRM

• Automatic invoice proposal in Fortnox

• Send invoice directly to the customer

• Track payment

This is how integration works in practice:

Customer sync. When you create a new customer in the CRM, the same customer is automatically created in Fortnox with:

• Correct corporate registration number

• Billing address and delivery address

• Payment terms and currency

• Customer category and price range

Business flow

Lead is registered in CRM

. Quote created and sent

. Customer accepts → Deal is marked as won

Invoice proposals are automatically created in Fortnox

. Invoice sent and payment tracked

Clearly, there is a lot of administrative time to be saved, not to mention the simplicity of having a CRM system that talks to your finance and accounting system. If you want to read about more features in the CRM, you can do so here.