Hi, Can anyone suggest Apps, Developers or Ideas for math functions
I am looking to see how we can arrange finance and mathmatical functionality either within Infusionsoft or that would be recorded within Infusionsoft.
I am a commercial finance broker, so we provide loans and leasing facilities to other businesses. A big part of this is providing our clients with finance illustrations or quotations. I really need to look for a compliant finance calculator that can help my busienss grow, sit within infusionsoft or at least get recorded.
I am already close to my limit with Custom Feilds within the Contact record and we have the requirement to collect “one to many” relationship data e.g. x4 applicants, Accountant, Lawyers etc… For this reason we now use Gravity Forms on our site and Zapier to populate what data we can store in the primary infusionsoft record.
Other deadends I’ve hit or hopefully the community knows different
Products within infusionsoft doesn’t really work as every product is unique to that client at that specific time. Have looked at Manual Orders and we do this so we can see a customer value at the end of the process. No automation.
Opportunity Record - This is a problem as we can’t merge custom feilds into emails. I looked at this to help carry the burden of some of our extra custom feild requirements
Linked Contacts - I have been told that this feature doesn’t really work if you have more than one link. I looked at this for the “one to many” relationship management
Are there any other finance brokers out there using Infusionsoft for the CRM or processing/customer journey??