Integration & Connectivity
Seamlessly integrate your CRM with external platforms, synchronize data, and automate workflows. Our Integration & Connectivity suite ensures your brokerage stays agile, connected, and ready to scale—enabling you to leverage the best tools and data sources for your business.
Key Benefits of Our Integration & Connectivity Suite
Seamless Data Flow:
Eliminate silos and ensure information moves freely between systems.
Automation:
Reduce manual work by automating imports, updates, and workfl
Scalability:
Easily connect new tools and platforms as your brokerage grows.
Flexibility:
Adapt integrations to fit your unique business processes.
ImportSync
Effortlessly bring your contacts and leads into the CRM from any source. ImportSync automates the import and synchronization process, ensuring your database is always up to date.
- Multi-Source Import: Upload leads and contacts from CSV, Excel, or third-party platforms.
- Automated Data Mapping: Match imported fields to CRM records and detect duplicates automatically.
- Scheduled Syncs: Set up regular synchronization with external sources for up-to-date data.
- Error Handling: Track every import with detailed logs and error reports.
- Seamless CRM Integration: Ensure imported data is immediately available for sales and marketing.
API & Webhooks
Connect your CRM to any external system with robust API and webhook support. Automate data flows, trigger actions, and extend your platform’s capabilities.
- RESTful API Access: Integrate with third-party applications and services using secure, documented APIs.
- Webhook Integration: Trigger real-time updates and automate workflows based on CRM events.
- Custom Integration Development: Build tailored connections to meet your unique business needs.
- Automated Data Synchronization: Keep your CRM and external systems in sync without manual intervention.
- Comprehensive Documentation: Access clear guides and support for developers.
Affiliate Management
Grow your business through strategic partnerships with a comprehensive affiliate management system. Track referrals, automate commissions, and streamline payouts—all from within your CRM.
- Affiliate Program Setup: Create and manage affiliate programs with customizable rules and structures.
- Referral Tracking: Monitor affiliate-driven leads and conversions in real time.
- Commission Management: Automatically calculate and assign commissions based on your program’s rules.
- Automated Payouts: Process affiliate payments securely and efficiently.
- Performance Analytics: Analyze affiliate activity and campaign effectiveness with detailed reports.
- CRM Integration: Link affiliate data to contacts and transactions for full business visibility.
Ready to connect your brokerage to the tools and platforms you rely on?
Discover how our Integration & Connectivity solutions can help you work smarter, faster, and more efficiently.
