Integrate - Seamless Integration Into Legacy and Existing Systems
The integrate feature allows you to seamlessly integrate with and leverage the main core functions of your existing CRM system.
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At a Glance
- Integrates easily with existing CRMs
- Contains up to date contract pads, templates and verbal scripts
- Real time access to supplier price books
- Gas and power meter point lookup
- Live price comparison
- Auto contract generation
- DocuSign and verbal script generation
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