Integrations

CRM/Lead Management

  • Velocify is a market-leading provider of cloud-based intelligent sales software, designed for high-velocity sales environments. Velocify helps sales teams keep pace with the speed of opportunity and increase revenue by driving rapid lead response, increased selling discipline, improved productivity, and actionable selling insights.

  • Mortech® provides mortgage technology solutions, including a best execution product & pricing engine, lead management, secondary desk, and compliance solutions; connecting borrowers, originators, secondary desks & investors resulting in a higher loan conversion rate. Price loans, trigger email campaigns, setup RateTracker alerts, and determine a prospect’s eligibility.

  • Highrise is basic, web-based CRM software that works great in coordination with Basecamp. It’s main features include sharing contacts, assigning tasks, keeping history and making cases. A great feature is that you can add information, tasks and contacts to Highrise via email. Another great feature is assigning permissions for access.

  • Salesforce provides business software on a subscription basis. The company is best known for its on-demand Customer Relationship Management (CRM) solutions. Salesforce has been a pioneer in developing enterprise platforms through its innovative AppExchange directory of on-demand applications, and its Force.com “Platform as a Service” (PaaS) API.

  • Close.io is built from the ground up to be more than just a CRM and its the easiest and most effective inside sales CRM. It eliminates manual data entry and helps sales teams close more deals and brings the communication loop directly into your leads management.

  • SugarCRM is a customer relationship management software company. It started as open source project on Sourceforge, and the company still maintains a fully open source version. Its revenue relies on professional editions and through the provision of support.

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