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Integrations

Deep integrations with the tools advisors already use. Auto-log every interaction to your CRM and archive without lifting a finger.

CRM

HubSpot

Sync calls and messages to HubSpot contact timelines.

Practifi

Log interactions to Practifi for full client visibility.

Quivr

AI-powered CRM and knowledge management.

Setup guide
Redtail

Sync communication history directly into Redtail CRM.

Salesforce

Push call and SMS activity to Salesforce contacts and accounts.

Slant

CRM and data platform for financial advisors.

Wealthbox

Auto-log calls, texts, and voicemails to contact records.

Setup guide
XLR8

CRM built for insurance and financial professionals.

Compliance & Archiving

ArchiveIntel

Real-time archiving for SEC and FINRA compliance.

Setup guide
Comply

Integrated compliance management for advisors.

Setup guide
Erado

Archive communications with built-in supervision tools.

Setup guide
Global Relay

Automatically capture and archive all communications.

Setup guide
Google

Connect Google Contacts and Calendar.

GreenBoard

Visual compliance dashboards and reporting.

Setup guide
Hadrius

AI-powered compliance monitoring and alerts.

Setup guide
MessageWatcher

Monitor and archive messages for compliance review.

Setup guide
Microsoft Outlook

Sync contacts and calendar for seamless scheduling.

MirrorWeb

Capture and archive digital communications.

Setup guide
Myria Compliance

Automated compliance workflows for advisory firms.

Setup guide
Patrina

Enterprise archiving and compliance supervision.

Setup guide
pResults

Compliance analytics and performance tracking.

Setup guide
RIA CompTech

Compliance archiving designed for RIAs.

Setup guide
Slack

Get call and message notifications in Slack channels.

Setup guide
Smarsh

Archive every call, SMS, and voicemail in real time.

Setup guide
XY Archive

Purpose-built archiving for independent advisors.

Setup guide

AI & Automation

Claude

Intelligent conversation analysis and insights.

Google Drive

Store and share documents with clients.

Setup guide
GReminders

Automated appointment reminders and meeting notes.

OpenAI

AI-powered call summaries and transcription.

Zapier

Connect to 5,000+ apps with custom automations.

Setup guide

Don't see your tool?

We're always adding new integrations. Let us know what you need and we'll make it happen.

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