CRM: Works With Your Other Apps

These connections switch on automatically when the same client owns both apps, and each one has an on/off switch in the app's Integrations button. See Every Integration for the full list.

Contacts Added Automatically

• Invoicing: everyone the client invoices, with invoices sent and paid on the timeline.
• Appointment Booking: everyone who books, with bookings and cancellations on the timeline.
• AI Receptionist: every lead and booking, with the conversation on the timeline.
• Document Signer: everyone who signs a document, with the signed document on the timeline.
• Business Phone: callers, with calls, missed calls and voicemails on the timeline.

Contacts are matched by email, or by phone number when there is no email, so the same person isn't added twice. A new contact also runs any "contact added" automation the client has set up.

Buttons in the CRM

• Create Invoice (with Invoicing) on contacts and deals. It opens Invoicing already filled in; on a deal it uses the deal name and value.
• Ask for Review (with Reputation Management) on contacts with an email. The request is logged on the contact's timeline.