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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

HubSpotHubSpot

Sync calls and messages to HubSpot contact timelines.

PractifiPractifi

Log interactions to Practifi for full client visibility.

QuivrQuivr

AI-powered CRM and knowledge management.

Setup guide
RedtailRedtail

Sync communication history directly into Redtail CRM.

SalesforceSalesforce

Push call and SMS activity to Salesforce contacts and accounts.

SlantSlant

CRM and data platform for financial advisors.

WealthboxWealthbox

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

Setup guide
XLR8XLR8

CRM built for insurance and financial professionals.

Compliance & Archiving

ArchiveIntelArchiveIntel

Real-time archiving for SEC and FINRA compliance.

Setup guide
ComplyComply

Integrated compliance management for advisors.

Setup guide
EradoErado

Archive communications with built-in supervision tools.

Setup guide
Global RelayGlobal Relay

Automatically capture and archive all communications.

Setup guide
GoogleGoogle

Connect Google Contacts and Calendar.

GreenBoardGreenBoard

Visual compliance dashboards and reporting.

Setup guide
HadriusHadrius

AI-powered compliance monitoring and alerts.

Setup guide
MessageWatcherMessageWatcher

Monitor and archive messages for compliance review.

Setup guide
Microsoft OutlookMicrosoft Outlook

Sync contacts and calendar for seamless scheduling.

MirrorWebMirrorWeb

Capture and archive digital communications.

Setup guide
Myria ComplianceMyria Compliance

Automated compliance workflows for advisory firms.

Setup guide
PatrinaPatrina

Enterprise archiving and compliance supervision.

Setup guide
pResultspResults

Compliance analytics and performance tracking.

Setup guide
RIA CompTechRIA CompTech

Compliance archiving designed for RIAs.

Setup guide
SlackSlack

Get call and message notifications in Slack channels.

Setup guide
SmarshSmarsh

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

Setup guide
XY ArchiveXY Archive

Purpose-built archiving for independent advisors.

Setup guide

AI & Automation

ClaudeClaude

Intelligent conversation analysis and insights.

Google DriveGoogle Drive

Store and share documents with clients.

Setup guide
GRemindersGReminders

Automated appointment reminders and meeting notes.

OpenAIOpenAI

AI-powered call summaries and transcription.

ZapierZapier

Connect to 5,000+ apps with custom automations.

Setup guide

Notetakers

HazelHazel

Invite Hazel onto a call to take the notes.

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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