Customer Value Management
Fincsys
CVMFINCSYS is a customer value management system that provides insights and predictions on the lifecycle of customers and contracts. It aims to increase the value clients receive by improving behavior. The CVM is a holistic software that utilize usage data, engagement data, impact data, and financial data to report insights on the return on investment of contracts and lifetime value of customers.
Financial Application
QuickBooks
Bookkeeping + APIOur bookkeeping services help businesses maintain accurate financial records, automate transaction management, and generate real-time reporting for improved financial visibility. By connecting the QuickBooks API to a Customer Value Management (CVM) dashboard, organizations can combine financial, customer, and operational data to track profitability, customer lifetime value, and revenue performance in a single view.
Stripe
Banking + POS + eCommerce + APIStripe optimization services help businesses configure in-person payment processing, inventory synchronization, and secure transaction workflows for a seamless customer checkout experience. By connecting the Stripe API to a Customer Value Management (CVM) dashboard, businesses can consolidate payment, customer, and sales data to monitor purchasing behavior, customer lifetime value, and revenue trends in real time.
Sales & Online Order Application
Shopify
POS + eCommerce + APIShopify optimization services help businesses unify in-store and online sales, manage inventory, and streamline customer checkout experiences through a centralized commerce platform. By integrating the Shopify API with a Customer Value Management (CVM) dashboard, businesses can combine customer, sales, and product data to track buying behavior, customer lifetime value, and overall revenue performance.
Square
POS + eCommerce + APISquare optimization services enable businesses to manage in-person payments, track inventory, and streamline checkout operations with an integrated, easy-to-use system. Connecting the Square API to a Customer Value Management (CVM) dashboard allows organizations to unify transaction and customer data, providing real-time insights into purchasing behavior, retention, and customer lifetime value.
PayPal
POS + eCommerce + APIPayPal optimization services help businesses accept secure in-person and digital payments while simplifying checkout experiences and transaction management across channels. By connecting the PayPal API to a Customer Value Management (CVM) dashboard, companies can unify payment and customer data to analyze spending patterns, retention trends, and customer lifetime value in real time.
Web Traffic & Customer Relationship Management Application
Google Tag Manager
Web Traffic + APIGoogle Tag Manager optimization services help businesses efficiently deploy and manage tracking tags across websites and apps without requiring frequent code changes, improving visibility into user behavior. By connecting Google Tag Manager data to a Customer Value Management (CVM) dashboard via APIs and analytics integrations, organizations can unify marketing, engagement, and conversion data to better understand customer journeys and optimize lifetime value.
Salesforce
CRM + APISalesforce optimization services help organizations configure CRM workflows, automate sales processes, and centralize customer data to improve pipeline visibility and relationship management. By connecting the Salesforce API to a Customer Value Management (CVM) dashboard, businesses can unify sales, service, and customer engagement data to track lifetime value, retention, and revenue growth in real time.
HubSpot
CRM + APIHubSpot optimization services help businesses configure CRM, marketing automation, and customer engagement workflows to streamline lead management and improve conversion efficiency. By connecting the HubSpot API to a Customer Value Management (CVM) dashboard, organizations can unify marketing, sales, and service data to track customer lifetime value, retention, and revenue performance in real time.