Replace CRM, Integrations, API and Hosting?

[pokoli (Sergi Almacellas Abellana)]

@DiddyOnTryton

Can this replace my CRM that is getting costly?

Yes tryton has CRM functionalities. This has been discussed recently in the forum

@DiddyOnTryton

Where can it be hosted.

Tryton is a python application so you can host in any server that can run a python application. I will recomend using our docker image to run it

@DiddyOnTryton

Is there an ability to access the API?

You can use the Remote Procedure API or build a custom API

@DiddyOnTryton

Campaigns - This is the beginning of my system. Everything in my business starts with a Campaign. These campaigns are tied to phone numbers(twilio). The campaigns can be from a sign on road, physical post office mail, a facebook ad and so on. They will all have a phone number tied to them for tracking. So I need to integrate twilio.

Next the Lead is worked from those campaigns and once the seller agrees to our offer it becomes a property(you can see this will be used for real estate). As a property it will be marketed to end buyers and it will also have title work completed on it. All these activities will need to be tracked until that property is closed.

Additionally, I will need to call and text from the CRM to these leads from the attached campaign phone number.

Finally would like to automate many of the follow-up activities and functions within the CRM. All text and email follow-ups on lead should happen by the system. My current system requires me to manually have this task assigned and then do it.

Indeed this is a quite specific workflow so you should probably develop a custom module to adapt the system to your own needs.

@DiddyOnTryton

Integrations:
MailChimp
Twilio
Zapier(Maybe)
Google Drive
Dropbox
Hellosign(Esignature for Contracts) - would be nice if I could create the contracts into the system.

You can find some third party modules on PyPI by using the tryton classifier. In fact there is a module for sending SMS with Twilio

Hope it helps