Use Tribe CRM with Underly
FinanceDocuments
Tribe CRM & Underly
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About Tribe CRM
Efficy is an online CRM which organises the management of your business activity and your customer service to increase your ROI.
About Underly
Underly's API sends business bank statements from loan origination systems and CRMs for analysis and returns the results as JSON, an Excel workbook and a PDF report, with signed webhooks.
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