Mikro CRM Integration
Sales history and accounting data in one place.
What is included- Quotes from live Mikro price lists
- Customer balance and credit limit on screen
- Approved quote becomes a Mikro order
- Activity and visit tracking
- Sales performance reporting
Who it suits
Managers who need a realistic view of what will close.
Reps who want customer history before the visit and reporting after it.
Teams producing quotes quickly and accurately.
Teams that want credit limits respected at the point of sale.
What it brings together
Opportunity management
Deals tracked by stage, value and owner, with stalled ones flagged.
Quoting
Quotes built from Mikro stock and price lists, versioned through each revision.
Customer 360
Balance, credit limit, open orders, past invoices and conversation history on one screen.
Activity tracking
Calls, visits and tasks logged against the customer, with mobile entry from the field.
Tip: Define what "qualified" means for your business before rolling out. Pipelines without that definition fill up with wishful thinking.
Live in three steps
CRM is configured against your live Mikro data.
Stages, quote templates and permissions are set up for your sales process.
Quotes and orders flow through to Mikro without re-entry.
A view from a Nimbo integrated solution
Common questions
Does it duplicate our Mikro customer data?
No. It runs on your Mikro data directly. Records that do not exist in Mikro — opportunities and activities — are held separately.
Can reps see customer balances?
Yes, if you want them to. Visibility is controlled by role, so you decide who sees financial data.
Can we use our own quote template?
Yes. Quote PDFs are designed around your corporate identity, with multiple templates where needed.
Does it work in the field?
Yes. The mobile screen works on any phone or tablet, Android and iOS alike.
Keep exploring
Let us show you how Mikro CRM Integration works in your business
Let us walk through it together in a short demo — your data, your scenario, your questions answered live.