Firms have the option to integrate Practice Pipeline with their CRM platform of choice. Just let us know which platform you use, and we'll set up an API that ensures both systems are in sync.
Our API bridge which installs an agent which runs on your secure port for a secure integration experience. Our API pulls contact information from your firm's CRM database to keep Practice Pipeline tiles named correctly and to bypass manual data entry, while pushing "Next Steps," business development objectives, and notes into your CRM so that each contact's history is kept up-to-date.
We can integrate with most SaaS applications, data services, databases, and systems, including CRM, ERP, and marketing automation systems.