One CRM Instance to Multiple DMS Instances
gathering votes
B
Bernard Ravenelle
The store would like to condense 2 CRM's they are using in the same building to 1 CRM and connect to 2 seperate DMS ID's. This is specific to AutoSoft DMS.
Drew Adler
gathering votes
Drew Adler
under review
T
Tolga Batir
if you like we can do a call to show you what im thinking
T
Tolga Batir
i will like to use one crm but be able to push to 2 different routeones and dms. thinking this could happen with a drop down when pushing deals over
Shelby Parker
Thank you for posting, Bernard Ravenelle! I have a few more questions for you:
- Can you provide more details about the specific functionalities you want to retain from both CRMs in the unified system?
- Are there any specific features in AutoSoft DMS that you want to be integrated with the CRM?
- What are the key challenges you are currently facing with using two separate CRMs and how do you expect the unified CRM to address these?