Keep all your CRM instances and teams in sync
With connectors for all leading CRM solutions, the Tray Platform makes it simple to painlessly sync your leads, prospect, customer data and other updates between CRMs or with corporate, so everyone is always working with the unified, up-to-date data.
Finally, consolidated reporting across your CRMs
The Tray Platform connects to all campaign, leads, and any metrics across all your CRM instances, even among different CRM products, making it simple to put all your results in one place. Sync CRM data across your entire organization to create a complete analytics picture, without the hassle.
Sync and map data across any CRM fields. Even sync CRM custom fields
Don’t let customization of your CRM instances hold you back. The Tray Platform makes it simple to map and sync across any standard or custom field in any CRM – Salesforce, Dynamics, SugarCRM, or any other app, no limits.
Standardize every process, everywhere
Put an end to out-of-control processes and endless meetings due to having multiple, non-synced CRMs. The Tray Platform provides centralized automation that’s simple for operations professionals to sync for consistent lead scoring, account matching, scoring, and routing across every CRM instance in their organization.
Fast-track CRM migrations
Up-to-date CRM sandboxes are essential if you’re consolidating, moving, switching, or reimplementing your CRM. The Tray Platform makes it simple populate and refresh any sandbox, or migrate data to your new instance, even between entirely different CRM products.