Integrations
Connect specialized providers while Boudoir CRM stays the master relationship and permission record.
Integration categories and their real status
These are categories, not confirmed partnerships. Each is labeled with the stage it is actually at.
- PaymentsEarly access
- EmailEarly access
- SMSEarly access
- CalendarsEarly access
- GalleriesFuture release
- StoragePlanned integration
- AccountingFuture release
- SignaturesEarly access
- Identity verificationFuture release
- Social publishingEarly access
- AnalyticsEarly access
- FulfillmentEarly access
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.