Connect RDStation CRM to BI TOTVS: Dashboards in Minutes
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Visualize RDStation CRM Data in BI TOTVS
You can visualize your sales information from RDStation CRM, formerly Plug CRM, directly inside BI TOTVS using Kondado. The process requires no technical knowledge: you connect your account as a data source, choose BI TOTVS as your destination, and select which information you want to replicate. Kondado handles the transfer through a direct Via Kondado connection, so you do not need any intermediate database or complex setup. Your marketing and sales teams get clear visualizations that help them track performance and make confident decisions without waiting on IT support.
Kondado lets business users replicate RDStation CRM data into BI TOTVS on a configurable schedule, offering nine pipelines and 189 fields with no code required.
Once your data is flowing, you can build reports that show deal progress, team productivity, and contact trends. Updates run automatically on the schedule you choose, keeping your reports current and your meetings focused on action rather than manual data collection.
Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required
With your RDStation CRM information available in BI TOTVS, you can turn raw sales records into actionable business intelligence. The Deals pipeline shows exactly where each opportunity stands, while the Deals: Stage History pipeline reveals how long prospects stay in each phase of your funnel. By combining these with the Contacts pipeline, you can analyze which relationships drive the most revenue and identify follow-up patterns that lead to closes. This combination helps managers allocate team effort more effectively, forecast monthly results with greater confidence, and spot bottlenecks before they impact revenue targets. Operations teams finally have a single place to monitor sales funnel health and sales velocity without switching between platforms.
Try out all the features for free for 14 days
RDStation CRM data available in BI TOTVS
Available integrations
| Integration | Description |
|---|---|
| Notes | Activity records with fields like id, user_id, and date, enabling tracking of interactions and observations related to deals. |
| Custom Fields | Definitions of custom fields with fields like id, label, and type, allowing customization of contact and deal data. |
| Contacts | Contact data with fields like id, name, and organization_id, providing essential information about each contact and their associations. |
| Companies | Information about companies with fields like id and name, allowing identification and management of organizations associated with contacts. |
| Deals | Deal data with fields like id, value, and status, allowing tracking of the progress and status of each deal. |
| Deals: Stage History | History of deal stages with fields like deal_id and date, allowing analysis of the evolution of opportunities over time. |
| Products | Product information with specific fields, allowing management and tracking of items offered in deals. |
| Tasks | Task records with fields like id and due_date, facilitating the organization and tracking of activities related to contacts and deals. |
| Users | User data with fields like id, name, and created_at, allowing management of permissions and information of platform users. |
Try out all the features for free for 14 days
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