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Blair O'Brien

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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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    Blair O'Brien commented  · 

    I would like to suggest integrating salesforce with estimate one. Salesforce is a very popular CRM around the world and one that we currently use internally within our company. On some days there could be 20+ tenders come from estimate one. It is a very manual process to take the information from estimate one and the re-input the same information into salesforce. It would be helpful to export this information to an excel file or integrate estimate one with salesforce and in turn other CRM platforms. This in turn would provide a very big difference and advantage in your product to other tender based platforms.

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