Integrations
All integrations are optional. Until one is set up, the CRM says so instead of pretending to send or receive.
Website enquiry form
A public form link for your website. Each enquiry creates a customer (or matches an existing one) and a new project.
Quote email
Email the PDF of an issued quote to your customer once email sending is configured.
WhatsApp Cloud API
Receive WhatsApp messages on the customer timeline and reply from the CRM. Opt-outs (STOP) are respected.
Meta Lead Ads
New Facebook and Instagram lead form submissions arrive as customers.