Confirm your setup
Gmail & Outlook
Discuss bringing customer conversations into the CRM workflow.
What we’ll review: Email accounts, permissions, shared inbox needs and synchronization.
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Start with the information your team needs to share. Explore common connection areas, then confirm availability and setup for your specific products and tools.
Discuss bringing customer conversations into the CRM workflow.
What we’ll review: Email accounts, permissions, shared inbox needs and synchronization.
Discuss this connectionPlan the relationship between your calendars and customer booking flow.
What we’ll review: Calendar ownership, team availability, time zones and connection requirements.
Discuss this connectionReview how inventory, sales and purchasing data should reach your finance tools.
What we’ll review: The accounting product, records exchanged, tax fields and reconciliation process.
Discuss this connectionConnect the online order journey to your inventory operation.
What we’ll review: Store platform, product variants, order lifecycle and stock update requirements.
Discuss this connectionScope the handoff between in-person sales and inventory records.
What we’ll review: POS provider, location structure, transaction data and stock movement.
Discuss this connectionIdentify where a customer update or team notification would help.
What we’ll review: Your messaging provider, recipients, triggers and authorization requirements.
Discuss this connectionMap the information that needs to move between Odidor and your current systems.
What we’ll review: Source of truth, available interfaces, sync direction and exception handling.
Discuss this connectionPlan the journey from purchase approval to financial records.
What we’ll review: Supplier identifiers, purchase orders, invoices, approval ownership and finance platform.
Discuss this connectionConnection availability, sync direction and setup vary by product and provider. These are planning areas, not a guarantee of a prebuilt connector. We’ll confirm the supported approach and any custom work in your scope.
Explore the existing IMS integration guide for point of sale, accounting, e-commerce and fulfilment workflows.
Tell us the tools you use and the information that needs to move between them.