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Hi all, I need one good online CRM which can integrate with many sales channels: - online store - social media - traditional sales - reservation system - services In the example, I need to see that customer spent: 10K in online store, divided 5k from insta store, 5k direct through the store 2k in traditional store (can be updated manually) 1k through the reservation system 0,5k through services paid I worked on Streak mainly, but I cannot see how most of this process can be automated.
Hello
It looks like Pipedrive may be a good system for you. It wouldn’t be a problem to create specific custom fields for different revenue sources.
In terms of automation more important would be to know how integratable are these systems that you want to connect.
With good API and some pretty good third party connector software it may all be done and working within Pipedrive.
If you will have any other concerns, you can hit me up with more specific question. I’ll try to help.
Cheers, Kris
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