Abstract: A systems and method for integrating communications channels and threads with a Customer Relations Management (CRM) platform, such as Salesforce. The system includes methods for linking communication channels with specific records and generating reports such as summaries and digests for select communication threads.
Type:
Application
Filed:
June 21, 2022
Publication date:
December 22, 2022
Applicant:
Centro, LLC
Inventors:
Bailey Lin Carlson, Ryan Arthur Hitchler, Timothy Paul Schultz