Your Existing Tools. Your Existing Workflow.
We do not ask you to move to a platform of ours. Agents work in the systems you already run.
Agents do not require you to adopt a new system. They work inside the CRM, helpdesk and communication tools your business already uses, with accounts you create and permissions you control.
CRM
- Salesforce
- HubSpot
- Zoho
- Pipedrive
- GoHighLevel
- Client-owned or custom CRM
Helpdesk
- Zendesk
- Freshdesk
- Intercom
- Help Scout
- Gorgias
Ecommerce
- Shopify
- WooCommerce
Communication
- Slack
- Microsoft Teams
- Google Workspace
Scheduling
- Calendly
- Google Calendar
- Microsoft Outlook Calendar
What if we use something else?
Tell us during discovery. Most business software is learnable with proper documentation and a training walkthrough — we will say plainly if a system looks impractical for the timeline rather than agreeing and struggling with it during onboarding.
Related services
FAQs on this stage
Can agents use my CRM?
Yes. Agents work inside the systems you already run, using accounts you create and permissions you control. We do not ask you to move to a system of ours.
Can I use my existing phone system?
Yes, by giving agents a seat or extension. Alternatively we can configure a number and routing for the campaign. Either way, telecom costs are billed separately from agent hours.