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Tendersight
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Tendersight + Monica CRM

Your Monica CRM accounts, always in sync

Link Monica CRM with Tendersight to create an automated pipeline for your accounts. Your AI assistants get real-time access to act on your data.

What you can do

Powerful automation capabilities out of the box.

Secure connection

Your Monica CRM credentials are encrypted end-to-end. We use OAuth where available and never store your passwords. Revoke access anytime.

Batch processing

Import historical accounts from Monica CRM in bulk. Backfill your AI assistants with past data to improve response quality from day one.

Custom field mapping

Map Monica CRM fields to Tendersight attributes. Define exactly how your accounts are structured when they arrive in your workspace.

Activity log

Track every import from Monica CRM with a detailed audit trail. See exactly what accounts were synced, when, and by which trigger.

How it works

Get started in three simple steps.

1

Connect Monica CRM

Link your Monica CRM account in one click. Secure OAuth authentication — no passwords stored.

2

Set your rules

Define what triggers an import — new accounts, updates, or on a schedule. Fine-tune with filters.

3

Let AI take over

Your AI assistants process incoming accounts automatically — extracting insights, structuring data, and preparing tender responses.

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