Flamory provides the following integration abilities:
To automate your day-to-day Heap CRM tasks, use the Nekton automation platform. Describe your workflow in plain language, and get it automated using AI.
Flamory provides advanced bookmarking for Heap CRM. It captures screen, selection, text on the page and other context. You can find this bookmark later using search by page content or looking through thumbnail list.
For best experience use Google Chrome browser with Flamory plugin installed.
Flamory helps you capture and store screenshots from Heap CRM by pressing a single hotkey. It will be saved to a history, so you can continue doing your tasks without interruptions. Later, you can edit the screenshot: crop, resize, add labels and highlights. After that, you can paste the screenshot into any other document or e-mail message.
Here is how Heap CRM snapshot can look like. Get Flamory and try this on your computer.
Heap CRM keeps all or your contacts, messages, e-mails, files, events, tasks and much more all together. Use our automation tools to follow-up on prospects automatically through E-Mail or Google Docs. With Heap CRM you always know what is happening in your small business.
- Advanced Dashboard
- Reports (Including Search Reports)
- Report Visualization and Google Visualization API data source
- Event Templates (Sales-force Automation)
- E-Mail Integration
- Many more features
Integration level may vary depending on the application version and other factors. Make sure that user are using recent version of Heap CRM. Please contact us if you have different integration experience.