PerfectView

Connect PerfectView

PerfectView is the Dutch CRM where you track relations and sales opportunities and plan your follow-up. Once an opportunity is won, that same customer has to be entered again in your accounting as a debtor and an invoice has to be raised. Schakel removes that double work: your relations arrive as debtors in your books and won opportunities can land as invoices, so sales and accounting run on the same data.

Systems · 180
From
To

PerfectView

What travels with PerfectView

  • Relations as debtors

    Every relation behind an opportunity becomes a debtor in your accounting, with address and VAT number. Existing debtors are recognised.

  • Won opportunities as invoices

    An opportunity marked won can arrive as an invoice with amount and description in your books, ready to send.

  • Value and ledger

    The opportunity value carries over and lands on the ledger you choose, so you keep seeing revenue per deal type.

Why connect PerfectView

  • You do not enter customers twice.
  • A won opportunity becomes an invoice without retyping.
  • Debtors stay clean, matching runs automatically.
  • Sales works in PerfectView, your books keep up.

How it works

  1. 01

    Connect PerfectView

    Connect PerfectView to Schakel through its API. You change nothing inside PerfectView itself.

  2. 02

    Decide what gets booked

    Choose which opportunities produce an invoice and on which ledger and VAT rate they land.

  3. 03

    Won deals flow through

    Mark an opportunity won and the debtor and invoice appear in your books automatically.

PerfectView, common questions

Can I connect PerfectView to my accounting?

Yes. Request this connector and get access; your relations and won opportunities from PerfectView are then placed in your accounting as debtors and invoices.

Do duplicate debtors appear?

No. Existing debtors are recognised and reused, so a second deal with the same customer creates no new debtor.

Which accounting can I connect to?

PerfectView can connect to packages such as Moneybird, Exact Online and Twinfield. Request the connector for your books.

A PerfectView connection you do not see here?

Tell us which system PerfectView should connect to. Request it and you get access; you hear from us within 24 hours.