What CRM platforms or dashboards are most compatible with JotForm?

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    Asked on July 16, 2012 at 10:14 AM

    Hi -

    I am trying to decide which type of CRM dashboard to set up and want to make sure it is compatible with JotForm. Any suggestions? For example, I've been looking at SalesForce and High Rise.




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    Answered on July 16, 2012 at 05:56 PM

    Hello Julia,

    Thank you for contacting us.

    We have integrations with Highrise, Zoho and Salesforce. You may find some more information in our blog:

    Build & Maintain Customer Relationships with Zoho CRM

    Easy Contact Management with Highrise

    Flexible Data Integration with Salesforce

    Personally, I would suggest trying either Highrise (looks simple, but powerful) or Zoho. We support cusom fields integration for them.

    Salesforce integration available for their Enterprise and Unlimited packages (in other words it is more expensive), and custom fields are not supported by our integration (this will be added at some point in the future).

    Please feel free to contact us if you need any further assistance.