Advanced: Integrating with Other NEI Products
Connect Crezva to REHunter, PatentReach, and other NEI tools. Leads flow in automatically. Deals sync across platforms.
Integrating with Other NEI Products.
Crezva as the Hub.
Crezva is your central relationship manager. Other NEI products (REHunter, PatentReach, Call Center) generate leads. Those leads should flow INTO Crezva automatically — giving you one unified view of all relationships.
REHunter → Crezva.
- Motivated sellers identified by REHunter Lead Intelligence auto-import as Crezva contacts.
- Tags preserved: distress signals, lead score, source.
- When you move a lead to "Under Contract" in REHunter, the corresponding Crezva deal updates.
PatentReach → Crezva.
- When a patent lead replies to your email sequence, they auto-create as a Crezva contact.
- Tagged: "patentreach-respondent" + technology class.
- Deal auto-created in New Business pipeline at "Qualified" stage.
Call Center → Crezva.
- Hot leads (score 8+) from AI calls auto-create in Crezva with call summary in notes.
- Deal created at "Connected" stage (they already expressed interest).
The Benefit.
No double-entry. No switching between 5 apps to see your pipeline. Everything converges in Crezva. Your morning routine: open Crezva, see all new leads from all sources, work the pipeline.