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Status Feedback & Review
Workspace E-Closing Connect
Categories Integrations
Created by Guest
Created on Sep 7, 2022

CRM Integration

We enter in contacts for all our clients (buyers/sellers/brokers/agents). We should be able to store this data directly to a CRM for marketing or education. the ability to send an email out to all or a select group would be very beneficial.

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6 MERGED

intergration with a CRM Software

Merged
it would help Sale Rep. to maximize their client relationships
Susan Bagley almost 2 years ago in E-Closing Connect / Integrations 0 Feedback & Review