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We want to make things in your process as easy as possible. If you currently use a brand of CRM or a custom designed database we can help integrate these with our software.


Business Pilot

We have an established connection with BP ready to go. Speak to a Sales rep about adding the connection to your package

CRM/Database API

We are committed to helping our customers get the most out of their software solutions. We understand the importance of being able to easily link to APIs, which is why we offer the ability to connect to a wide variety and we are always adding to this list. Our API linking services are tailored to your individual needs, allowing you to get the most out of your software solution. Contact us today to learn more about how we can help you get connected.

Financial Data

Export for CRM and Database

Our software offers powerful exporting capabilities, allowing you to easily export data to JSON or CSV format. With JSON, you can save your data as a structured file, while CSV allows you to store data in a tabular format. Both file types can be opened in popular spreadsheet programs, making it easy to view and manipulate your data. Our software makes it simple to export data to either of these formats ready to be uploaded to your chosen CRM/Database.

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