Skip to content

CRM integration

The agent works with your systems directly: it sees free time, creates bookings and customer records and updates statuses.

Talk to us

What it does

  • Creates a customer record and a deal from every request
  • Sees free time in your calendar or booking system
  • Books, moves and cancels appointments
  • Updates statuses and adds notes from the conversation
  • Notifies the right member of staff
  • Works with Google Calendar, popular CRMs and booking systems

How we set it up

  1. AuditWe look at the systems you use and what data needs to flow between them.
  2. ConnectionWe set up access, fields and data rules.
  3. CheckWe test on real bookings and watch the first weeks closely.

Who it suits

Companies that already have a CRM or online booking but still copy requests from messengers and calls by hand.

Questions

Which systems do you work with?

Google Calendar, common CRMs and online booking systems that have an API. If yours does not, we will suggest a workaround.

Is it safe for our data?

The agent only gets access to the data it needs. You grant the access and can revoke it at any time.

Let’s talk about your task

Tell us which customer questions take up most of your time. We will suggest what to automate first.

Or message us directly: