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CONNECTED, NOT SCATTERED

Integrations

Connect specialized providers while Boudoir CRM stays the master relationship and permission record.

CATEGORIES

Integration categories and their real status

These are categories, not confirmed partnerships. Each is labeled with the stage it is actually at.

  • PaymentsPlanned integration
  • EmailPlanned integration
  • SMSPlanned integration
  • CalendarsPlanned integration
  • GalleriesFuture release
  • StoragePlanned integration
  • AccountingFuture release
  • SignaturesPlanned integration
  • Identity verificationFuture release
  • Social publishingPlanned integration
  • AnalyticsIn development
  • FulfillmentFuture release

PRINCIPLES

How connections are handled

  • The CRM holds the permission record

    A connected tool may store or deliver a file, but the decision about who may see or publish it lives here.

  • Connections are scoped

    An integration receives the narrowest data required for its job, for as long as the job lasts.

  • Transfers are recorded

    Sending client material to an external provider is an event with an actor, a reason, and a timestamp.