Selection of CRM and configuration
Good day.
It is necessary to find the CRM shown in the video (Help to find and set it up).
If it is not possible to find this specific CRM, then it is necessary to suggest one that fits the parameters:
The main focus of the CRM is on the API; it should be such that when a lead fills in information on the website, the information goes into the CRM via API to a specific department through the administrator. For example, if a lead comes from site *A - it goes to department *A in the CRM, if from site *B - accordingly to department *B.
At the same time, the CRM should have the following functions:
tracking the statuses of leads indicated by the department.
stop the flow of leads to the department, but leave them in the CRM for distribution the next day.
see from which advertisement the lead came
track through API the deposits left (FTD) so that the amount and status are visible (not only in the table, this way it checks whether the department displays truthful information).
correct API setup, if it fails during tests.
that is, sometimes the API fails.
Applications 1
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Це не CRM
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это явно не CRM, скорее чей-то кастом, может для партнерок CPA
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