We are a venture-backed FinTech start-up based in New York & Toronto. We are building out the initial Customer Success Stack and need support to implement a CRM and connecting all our systems together.
We are using:
- Ticketing and Chat - Intercom
- Data Management - Segment
- Messaging - [login to view URL]
- CRM - we are open to any CRM, we were looking at Salesforce
Ideally, you have deep experience integrating all these tools.