STORIS CRM

Podium can improve all communication with context by syncing quotes, deliveries, product inventory, and order history for each contact.

• Effortless Contact Management: Save time by effortlessly importing contacts and attributes into Podium, eliminating manual data entry.
• Improve Customer Communication: with transaction follow ups and updates on scheduled deliveries
• Improve all communications with context by syncing a contact’s scheduled purchase orders, quotes, deliveries, and service orders
• Save time sharing products from the Podium inbox by syncing STORIS inventory details to Podium and quickly search and share

Compatibility

Must be subscribed to STORIS APIs access. If needed, reach out to your STORIS sales rep for subscription information.

Setup Process

1. Please ensure you have at least the Basic API package on your STORIS account.
2. Add a Restricted User to your STORIS API account. Copy the Client ID/Client Secret.
3. Connect STORIS POS by entering your Client ID/Client Secret and selecting the correct store.
4. Select the business country.
5. Click Finish.
6. Enable Automations