If you’re like us, you have a CRM system and a contract management system. Both include important information about your clients, but they are two distinct silos of information with different purposes and functions. Customer phone, address, and email information is common to both and that information needs to be accurate, current, and identical in all locations.
As users of Highrise, we needed a way to import and sync our contacts with Mumboe. Fortunately Highrise has an API and we were able to tie the applications together. We thought this would be a useful feature for all Mumboe users who also happen to use Highrise, so we made it available to everyone. 37signals has now graciously listed Mumboe on their Extras & Add-Ons page for products that work with Highrise.
If you would like to sync your Highrise account to your Mumboe account you can do so on the Admin >> Settings >> Sync External Contacts tab in Mumboe. We also have a short video tutorial covering Contacts to help point you in the right direction.