Jump to content

Crm Or Integration


Everyday

Recommended Posts

It would be great to have integration with a CRM or have a plugin for one in Blesta. I'm envisioning being able to collect leads with web forms, email, live chat or phone. Make notes, communicate using the ticket desk, create quotes, etc. The lead should be able to click on the quote, accept it which will create their account service, etc in blesta. 

 

This would allow us to work in one portal and keep information in one place rather than using 4 or 5 different, unsync'd systems.

Link to comment
Share on other sites

  • 2 years later...

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
×
×
  • Create New...