SalesForce

UtilizeCore puts your productivity first. Using API integrations, UtilizeCore has partnered with Salesforce to give you a way to run your business from both your desktop and mobile. Partnering with SalesForce, UtilizeCore brings you the most advanced AI based CRM platform in the industry.

Save time and money with SalesForce -- get the information you need exactly when you need it to make informed decisions from anywhere. With the UtilizeCore and SalesForce integration you can manage your sales pipelines directly from our platform. Once the lead is won, the client record will automatically be created within UtilizeCore to avoid double entry.  It’s a two way integration so that if client records are updated on UtilizeCore they will automatically update in SalesForce.