Powerful integrations
Connect the tools you already use. Our platform integrates seamlessly with leading accounting, payment, and video conferencing services.
Xero
Automatically sync invoices, payments, and credit notes with your Xero account for seamless financial management.
- Auto-generate and sync invoices
- Payment reconciliation
- Credit note management
- Contact sync between platforms
Stripe
Accept card payments, manage subscriptions, and process refunds securely with our Stripe integration.
- Secure card payments at checkout
- Instalment and deposit payments
- Automated refund processing
- PCI-compliant payment handling
Zoom
Automatically create Zoom meetings for virtual sessions and send join links to delegates and trainers.
- Auto-create meetings for sessions
- Join links in booking confirmations
- Meeting recordings management
Microsoft Teams
Generate Teams meeting links automatically when scheduling virtual or hybrid training sessions.
- Auto-generate Teams meeting links
- Calendar integration for delegates
- Support for hybrid training delivery
Google Meet
Create Google Meet links for virtual sessions, making it easy for delegates to join training from anywhere.
- Auto-create Meet links for sessions
- Google Calendar integration
- Browser-based access, no downloads
Microsoft 365
Connect each salesperson’s Microsoft 365 mailbox, and every email with a customer lands on their CRM record automatically. Send and reply without leaving the CRM.
- Customer emails filed on the contact’s timeline
- Send and reply from the CRM, through your own mailbox
- Linked to the contact’s organisation and open deal
- Only customer emails are kept, nothing else
Part of the CRM, on the Growth and Enterprise plans.
3CX
Every inbound and outbound call on your 3CX phone system is logged against the right CRM contact automatically, so you can see who called, who answered and who was missed.
- Calls matched to contacts by phone number
- One call log, with missed calls and unknown numbers
- Team dashboard: calls, answered, missed, talk time
- Read-only: nothing is changed on your phone system
Part of the CRM, on the Growth and Enterprise plans.
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