Email & calendar
Microsoft 365 / Gmail
Sync conversations, meetings, reminders and attendee context.
Ready for connection
Integration readiness
Channels & systems
Connect communication, property intelligence, finance and document systems without breaking the CRM source of truth. Each connector has an owner, consent boundary and audit trail.
Demo mode: no external credentials are stored or transmitted.
WhatsApp Business
Meta Cloud API
Capture inbound messages, consent and source attribution.
Ready for connection
Phone & voice
Twilio / SIP provider
Log calls, recordings, summaries and follow-up tasks.
Needs credentials
GIS & parcel intelligence
Nova Scotia data services
PID search, parcel boundaries, zoning and infrastructure overlays.
Design ready
Accounting & payments
Accounting system
Display authoritative revenue, commission, invoice and payment status.
Needs credentials
E-signature & data room
DocuSign / secure storage
Versioned agreements, investor permissions and download audit logs.
Design ready
Integration rules
The rules that keep connected systems subordinate to structured CRM records.
Every inbound lead receives original source and campaign attribution.
Live price, rent, availability and financial values come from structured systems.
AI can draft and summarize, but sensitive actions require human approval.