Connecting any CRM you already use

We handle three cases:

1. A known CRM

HubSpot, Salesforce, Zoho, Odoo or Bitrix24 — the connection is ready. You only create an API key in your system's settings and grant it read contacts and deals.

2. An in-house system with an API

Send us the endpoint and its documentation. We need at minimum:

• An endpoint to look a customer up by phone number.
• An endpoint to read their purchase history.
• (Optional) an endpoint to create a new opportunity.

3. A legacy system with no API

We use a scheduled export: a CSV uploaded nightly to a secure folder, which we read.

What we read and what we don't

We read: name, phone, purchase history, deal status.
We don't read: payment data, personal attachments, or any field you exclude in writing.