Integrated Interfaces

Make your sales, support, account, and operations teams more effective and efficient.

Integrated Interfaces bring together everything you know about your customers from every piece of software, database, or platform your company uses.

Check out a live demo of Integrated Interfaces showing how we connect 5 different platforms into a single customer view

See all of all customers from your CRM in one place and select any one to get a consolidated view.

View and quickly update customer information and properties without jumping back to your CRM...

...and do the same for all company information.

Review notes saved in your CRM...

...and add new ones (yes, without going back to your CRM).

View subscription information from payment platforms like Stripe...

...and every payment made. You can even complete refunds and send receipts without jumping over to Stripe.

View elusive data about your customers' app or platform usage without having to ask an engineer to write and run a SQL query.

Review and close existing tickets from your support platform and open new ones.

Why Integrated Interfaces?

  • Supercharge Support

    To answer even the most basic questions from your customer, your support teams likely have to dig up data from multiple platforms and systems. Much of this they can’t access on their own, so they need to ask for help. Integrated Interfaces brings every relevant piece of information together in one place to make your support teams more effective and independent.

  • Prepare Sales Teams

    Sales teams need access to every piece of data available for your customers in order to effectively sell to them. With Integrated Interfaces, they can see everything your company knows about a customer in a single place. No more making calls to customers asking for upgrades without knowing about those three open support tickets.

  • Simplify Engineering

    Free up your engineering team from having to answer questions from sales and support about application and platform usage. Integrated Interfaces makes everything “self service” for your other teams and eliminates distracting engineering from their core product work.

Obvify can integrate 100s of other applications, software tools, and data sources with a layout completed customized to your needs.

Get Started

If you’d like to set up your first, no obligation meeting to see how we can help, then head over to our scheduling page.

If you have a question, feel free to use the form below to get in touch. Existing clients should contact their account manager directly for faster service.