Yardi CRM

[KimN]

Has anyone integrated 3CX with Yardi as CRM?

 

[Evolute IT]

Never heard of it, probably not.

But it's easy to build custom templates for unsupported CRMs when the CRM has an API.

If you're unsure, we can help.

 

[KyriacosS_3CX]

Hello,

You can also try the AI assisted roll-your-own approach: https://www.3cx.com/blog/docs/crm-xml-templates/

 

[edossantos_sipcaller]

If you don't have experience with this and get stuck, I strongly recommend hiring @Evolute IT for this, they're experts in this area.