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).
ADMIN RESPONSE
Jan 10, 2017
Hi Bev,
We currently integrate with a number of CRM systems (http://www.kashflow.com/apps-category/crm/) but nothing like the sort of functionality that you have mentioned there.
Is there a particular system you had in mind?
