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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.

  • 2 years later...

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