just an FYI I’ve never seen a CRM too expensive if they are good. We spend thousands per month on marketing. Spending 50-$150 is nothing if they help you create that sale with automation.
BTW I redact my earlier statement about medicarePro. No good for what I need.
I had a similar project where we set up Zoom integration with a CRM system for a client. Here’s a simple rundown: First, create a Zoom app on their developer portal to get your API credentials. Then, in your CRM, set up API calls to Zoom to fetch call logs and recordings. You’ll need to handle authentication and data syncing between the two systems. If you’re looking for tools or inspiration, AcuPower’s ERP solutions might offer some helpful features. You can check them out here: [EXTERNAL LINK] - Acumatica Cloud ERP for Manufacturing Companies | AcuPower. It could give you some ideas on streamlining your setup.
