2. Integrating with Your CRM

• • Seamless lead management: Do you use a CRM to manage your customer relationships? Great! We can integrate FinanceVine with your CRM so that all the leads we generate are automatically sent to your system. This saves you time and helps you stay organized.

• • Zapier makes it easy: We use a powerful tool called Zapier to connect with many popular CRMs. If you’re not sure if your CRM is compatible please ask your account manager for guidance or contact the helpdesk.

Need help? If you have any questions about CRM integration or need assistance with the setup process, our support team is ready to help. Just send an email to support@financevine.ca.