Looking for a AgileCRM guru!
We have recently started using AgileCRM and we need help setting up certain functions and getting it to integrate with us. We are using it for our shopify store and we are using another account for our B2B sales function. The first job (and there may be others) is we would like to set up a B2B contract in AgileCRM so that it can easily pull company contact information and fields from the database and export a contract document from a template, ready to be emailed to the client.
Following this there will be other things we would like to explore - how to exploit functions for our B2B sales and Shopify store.