Affiliate + CRM Integration and Roadmap
I am new to FluentAffiliate
A portal for affiliates to be able to login and raise a lead with the opportunity contact details (name, email) description and value (£) so it is logged against them (person/company from FluentCRM)
With a dashboard showing open/closed affiliate opportunities have been raised, through to closed Won/Lost.
Workflow - Affiliate enters their deal, I accept the opportunity and after speaking with the end person mark it as Closed Won or closed Lost.
It would also be nice to have someway to pull contacts and companies from FluentCRM into Affiliate. Also within the Fluent CRM contact/company profile to have a tab that shows current/old affiliate opportunities associated with them.
Not looking for a copy of https://frappe.io/crm but some ideas could be taken from.
Thanks
FluentAffiliate already integrates with FluentCRM for affiliate data and automations, but the opportunity submission and approval workflow, Won/Lost tracking, and linked opportunity views you described aren’t currently available.
Thank you for tagging this as a feature request. We are taking note of this, though we can’t confirm a roadmap commitment or release date at this stage.