Seamless integration with your CRM.
Practice Pipeline works great on its own, but if you have an existing CRM or firm management software, youcan optionally integrate Practice Pipeline with your current platform for a seamless experience. Just let us know which platform you use, and we will set up a custom integration that ensures both systems are in sync.
Our API bridge securely links with your database and will pull contact information from your firm's CRM database. This will keep Practice Pipeline Tiles named correctly and helps 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.