Bring the property context from your CRM into CRM Helper.
CRM Integration works together with the Property Credit CRM Helper browser extension. When your CRM is integrated with Property Credit, CRM Helper can use the property context and information already available in your CRM, so you can keep working without searching for the same property again.
With a supported CRM integration, your CRM and CRM Helper can work together more closely. Property Credit currently integrates with Rex and Vault.
Using Rex as an example, when you open a property in Rex, CRM Helper can automatically show the corresponding property and relevant Property Credit information in the side panel. If you move to another property in Rex, CRM Helper follows that context and updates to the matching property.
The integration can also use available CRM data to make Property Credit workflows faster. When you create a Payment Request from CRM Helper, it can pull in as much relevant information as possible from the CRM to pre-fill the request.
You can stay focused on the property you are already working on instead of switching systems, searching for the same record again or re-entering information that already exists.
CRM Integration helps make CRM Helper more contextual and useful by keeping the right property in view and carrying available CRM data into actions such as creating a Payment Request.
CRM Helper and CRM Integration work together, but they are not the same thing. CRM Helper is the browser extension that gives you access to Property Credit alongside your existing workflow. CRM Integration is what allows a supported CRM to share relevant property context and available data with CRM Helper.
The information that can be shown or pre-filled depends on the data available in your CRM, so always review the request before sending.
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