Sherpa CRM has joined forces with freemium platform Nordigen to enable clients to connect their bank accounts directly to their online tool. 

Sherpa CRM is a company that has created a management solution, encompassing customer relationship management and enterprise resource planning. The program aims to fully support enterprises in their company’s development with a wide range of functionalities. These include automated task processes, customer interaction tracking, accounting procedures, reminder creation, an integrated client base management tool, a company history database and AI-powered analysis to highlight potential future opportunities. 

The full-service platform also facilitates invoice creation, product and inventory organisation, as well as an in-depth team and diary management. The application is consistently developing with a host of new features planned in the coming months. Sherpa CRM is a versatile software that can benefit a wide range of clients, including SMEs, architects, retail stores and logistics firms. Each customer is able to receive a tailored solution that fits their unique needs and the different pricing models allow users to select their preferred payment schedules. 

“Customers are at the centre of companies today and it is vital to approach software development with a high priority for user experience. We created a solution that enables clients to manage their enterprises with more ease through the use of innovative technology, predictive analytics and a practical interface. Our next step was to integrate open banking to facilitate accounting processes, which is why we turned to Nordigen. We were happy with the level of quality support we received during the integration process, as well as the high standard of documentation to implement the solution. Besides, the price was right and interesting for our customers,'' said Ludovic Urbain, CEO of Sherpa CRM.  

The Nordigen integration enables Sherpa CRM’s clients to connect their bank accounts directly to the management tool and stay on top of all their finances in one place. 

“We are elated to be partnering with Sherpa CRM and helping them further enhance their full-service management tool through open banking technology. Utilising our integration, their business clients are able to supervise all company processes, as well as keep watch over all their payments and bank accounts in one place,” remarked Rolands Masters, co-founder and CEO of Nordigen.