Can you integrate a CRM and marketing automation tools with LenderKit?
Conceptually, LenderKit shares many traits of a CRM system. You can track registrations, collect and study investor and fundraiser data, manage transactions, campaigns and many more.
Speaking of more traditional CRMs rather than a crowdfunding platform, yes, we can integrate PipeDrive, Zoho, Salesforce, Hubspot, Mailchimp, or Customer IO as well as other CRMs and marketing automation tools.
We like to start off with the discovery phase and business analysis to determine all of the required integrations. We research and implement any third-party tools and microservices in the existing LenderKit’s architecture by request.