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by apapli 3460 days ago
That sounds good. I think your challenge will be that organisations who offer online resources (client portals etc) or mobile apps probably also have CRMs, so could replicate your product pretty easily. That said, if you can feed your data straight into the 2 leading CRMs globally (salesforce and dynamics 365) you might be able to leverage them to your advantage.
1 comments

Yes, integrations are the key. We are currently working on a Zapier integration since that is the easiest way to connect with multiple 3rd party APIs. Later on, we will add support for Salesforce and other CRMs.