A CRM application (Customer Relationship Manager) is a software tool that stores information about your contacts (usually clients, prospects, referrers and suppliers). You can typically store names, email addresses, phone numbers, postal addresses, notes, key dates and more. A CRM tool can also be used to send automated marketing emails. This functionality makes it a particularly useful tool in business.
You might want to connect your CRM tool to your accounting software, quoting tool, client dashboard, or many other systems.
We can work with any CRM that has an API (a.k.a. application programming interface). An API makes it much easier to talk to a software application using external tools and bespoke code.
Examples of CRMs we’ve created integrations for in the recent past:
- One Page CRM
- Active Campaign
- Keap (formally Infusionsoft)
- Capsule CRM
But we can also work with: