by James Jackson

Key Features:

  • Allows a user to sign up and syncs the user with a CRM
  • The user authenticates with two REST software platform APIs to allow us to pass data between them
  • The user can then automatically generate contracts and agreements in one system using triggers on the other.
  • The user has restricted access based on the purchased membership levels

Key Challenges:

  • Simple user interface that allows them to REST easily
  • Multiple membership levels with different capability and send limits
  • Billing, syncing and prorating payments


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