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CRM Security

CRM Security

Manage all the entities and files in the system securely by allocating the relevant access rights for each user. This is FREE now.

Recording #17.mp4
CRM Security

DocuSign Integration

Securely and effectively handle the digital signatures through-out the work-flow.

CRM Security

CRM API Integration

Accounts, Contacts, Entities other relevant information in your CRM system (Salesforce, Microsoft Power Automate and etc) can be seamlessly reflected in iChannel system.

  • Reduced data entry and data updating effors

  • Maintain accurate data in Channel at any point

iChannel CRM API Sepcs: https://app.swaggerhub.com/apis/jinaths/iChannelAPI/1.0.0

CRM Security

CRM On-Prim Integration

iChannel can be integrated with CRM Products like Star, Deltek and etc.

CRM Security

Workflow/Projects Integration

iChannel can be integrated with Workflow/Projects Products like XCM, Maconomy, Firmflow and etc.

CRM Security

Routing Integration

iChannel can be integrated with most of the tax preparation products or Document scanners, to automatically save the files to iChannel without any user interactions.

CRM Security

Microsoft Power BI

We can do Microsoft Power BI reports now

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