So I currently use an industry CRM for CreditRepair. I do not own the CRM and I only stick with this CRM because of 1 feature it provides that no other CRM in this industry provides which gives my clients a DIY capability. The CRM is a web app.
The client portal only gives access to the specific client and is password protected as well as holds clients personal and sensitive information. Through the portal they can access their dashboard, credit report, etc…
Worth noting I do not have access to the API but I am speaking with them on this and May get access to it but if I don’t… I want to build my own interface.
My idea in theory is to use bubble as a “mask” for the CRM as though
Create Client portal on bubble where a user logs in but is also logging in to the CRMs portal (SSO approach maybe?)
The interface is via my Bubble design. The data is from the CRM for that specific client.
Thank you in advance and I appreciate any help I can get on this.