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Add a recommended/integrated CRM database system to external services or could Kashflow design one as easy to use as Kashflow itself!!

As a broker we deal not only with our customers but our customers customers so to speak - would be great if we could capture this second layer of data more easily than we currently do with a stand alone CRM data base (Capsule).
  • Anonymous
  • Jan 10 2017
  • Future consideration
  • Jan 10, 2017

    Admin Response

    Hi Bev, We currently integrate with a number of CRM systems ( but nothing like the sort of functionality that you have mentioned there. Is there a particular system you had in mind?
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