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Can Consulty integrate with a custom CRM for financial data tracking?

Consulty - Business Finance WordPress Theme
316 views 1 replies 0 likes Jul 30, 2026

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sampatel6622sampatel6622
I run a mid-sized tax consultancy and need to sync client portfolios from our proprietary CRM into the theme's dashboard. Does Consulty support custom API integrations or have built-in hooks for third-party financial tools? Also, is there a demo for the data visualization features?
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Accepted answer

Yes, Consulty is built with developer-friendly hooks and supports REST API integration, allowing you to connect custom CRMs for real-time financial data sync. The theme includes advanced charting and table modules that can display portfolio metrics, tax summaries, and client reports directly on the frontend.

We recommend checking the live demo under the “Finance Dashboard” section to see the data visualization in action. For custom integration, our support team can provide code snippets to speed up the setup.

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