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  1. Allow us to integrate EstimateOne with a CRM using an API

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    17 comments  ·  I'm a Subcontractor or Supplier  ·  Admin →
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    Under Consideration  ·  Zaiga Finnis responded

    Thank you everyone for the comments and feedback here, we completely understand the value that integration would provide. It’s something we’d love to do, but will take some time to figure out the best approach, it appears there are a lot of different tools people want to integrate with! Thank you for the suggestions, they are certainly taken on board by the team here.

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    Anton commented  · 

    We are currently using WorkflowMax. It has an open API and has a Lead module that functions as a CRM.
    We have been investigating Sales Force as a CRM as it too has an open API and a connects with WorkflowMax.

    Two other programs we are investigating are Infusion Soft as a CRM and simPRO as Project Management software.

    The key factor driving this is TIME and MONEY. A data entry person costs both and can make mistakes and is not instant.
    Both of which can be fixed with an native API connection to one or all of the SAAS mentioned above.

    Hope this provides the clarification your require.

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    Anton commented  · 

    EstimateOne (EO) to Develop an API to allow open source programs eg. Salesforce, Dropbox, Gmail, WorkflowMax to extract specific data in EO to seamlessly flow from one program to another to eliminate manual data entry, saving time and human error.

    Anton supported this idea  · 

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