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Integration with CRM

Does your business process entail a need in DMS (Document management system) and CRM (Сustomer relationship management) systems, but you have to copy-paste data from one to another?  There is a way to automate this process by integrating these tools. 

How it works

While using Fluix as a DMS, you can automate the upload of data collected in mobile forms into the CRM of your choice, like Lead Perfection, MarketSharp, Salesforce, and other world-leading systems.

Gains from integration with CRM

To integrate Fluix with your CRM, please proceed to this article. Feel free to contact us at if you have any questions or comments.

If you don’t have Fluix account yet, our experts will be happy to answer any of your questions.

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