Customize your pipeline. Each stage can have its own checklist of materials that show up on every deal card in that stage.
Manage your franchise brands. These appear as dropdown options when recommending brands to contacts.
Add team members. Each deal gets assigned to an owner; use the "View" dropdown at the top to filter the board by owner.
📧
Microsoft Outlook 365
Not connected
Send emails and log conversations directly from deal cards using your Microsoft 365 account.
Live status (from backend)
Connection
Opens secure Microsoft sign-in on the server. No keys to paste.
Sync and verification run on the server.
Unmatched Emails
Read-only review list of synced Outlook emails the backend could not confidently match to a contact. May include newsletters, marketing, spam, or personal mail unrelated to the CRM. Metadata only — no message bodies, previews, or attachments are shown. Shared view (Tyler & Lauren).
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🎙
Fireflies.ai
Not connected
Auto-attach meeting transcripts and AI summaries to deal cards when a contact's name is detected in a recording.
Setup
Go to app.fireflies.ai → Integrations → API
Copy your API Key
🚀
Apollo.io
Not connected
Search 275M+ contacts, import leads directly into the pipeline, and auto-enrich deal cards with email, phone, title, and LinkedIn.
Setup
Go to app.apollo.io → Settings → Integrations → API
Copy your API Key
⚡
Instantly.ai
Not connected
Push contacts to email outreach campaigns and view open and reply rates on the dashboard.
Setup
Go to app.instantly.ai → Settings → API
Copy your API Key
📅
Calendly
Not connected
Auto-attach scheduled meetings to deal cards. See upcoming and past meetings on each contact timeline with join links and duration.
Setup
Go to calendly.com → Account → Integrations & apps → API & Webhooks
Generate a Personal Access Token and paste it below
🎥
Zoom
Not connected
Auto-attach past Zoom meetings and cloud recordings to deal cards when a contact's name appears in the meeting topic, and log them as notes on the contact timeline.
Setup
Go to marketplace.zoom.us → Develop → Build App → Server-to-Server OAuth