10xCRM API

The CRM platform for credit brokers 10xCRM contains a number of tools for automating Internet marketing campaigns, customer relationship management, working documentation, reporting and analytics. The service also includes a cloud telephony module with support for voice calls, processing incoming and outgoing messages in chats and emails.

In the 10xCRM interface, credit brokers can store various documentation in an orderly manner and request it from clients, while the latter do not need to register on the portal. Another functionality of the platform allows you to work together on documents and collectively discuss them with colleagues, partners and clients. The service also makes it possible to exchange files through a secure channel, combine several documents into one file and automatically create links to them.

An equally important feature of 10xCRM is the option to customize and customize the interface using the drag and drop method. Separately, it is worth noting the presence of a system for tracking the status of loans and loans, as well as a built-in online calendar with the possibility of flexible scheduling of meetings and events. In addition, the platform has options for creating forms and checklists, as well as automatic updates.

It is also worth talking about the marketing automation module built into the 10xCRM interface. With it, you can launch personalized email and SMS mailings, setting their targeting to the selected segment of the target audience. And the presence of the contact center option helps to process incoming / outgoing calls and send voice messages via an Internet browser.

The 10xCRM platform can be integrated with third-party websites, applications and other software via an API, which will allow automatic data exchange between these systems. For self-development of API integration, you are unlikely to be able to do without programming skills or support from specialists, since this is a technically complex procedure.

However, such difficulties can always be avoided thanks to the no-code ApiX-Drive connector service. With it, you can easily and quickly launch a pre-installed 10xCRM bundle with many third-party systems by following an elementary sequence of actions in a clear web interface.