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- CRM Integrations
- Payment Gateways
- Time Tracker
- Connecting with PayWay
- VOIPLine
- Setting Up Emails
- Google Maps
- Novum Networks
- WooCommerce integration
- WooCommerce integration settings
- Customer Portal for customers
- Customer Portal
- Connecting with BurstSMS
- Connecting Stripe
- Troubleshooting the Outlook Add-In
- Syncing Your Outlook Emails, Calendar & Contacts
- Installing Inbox Insights
- Connecting with WooCommerce
- Connecting with Mailchimp
- Connecting with Machship
- Connecting with Ezidebit
- Connecting with eWay
- Connecting with Campaign Monitor
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Reporting
- Training
- Workflow Management
- Quoting & Selling
CRM Integrations
Available Integrations
Following is a list of third-party services that you can integrate with CRM, as well as some native services we provide to all CRM customers at no additional cost (CRM Customer Portal, CRM Email, CRM Time Tracker).
All your integrations are managed from Admin > Integrations – see Managing Integrations for further information.
- Access4 (formerly Novum Networks)
- Burst SMS
- Campaign Monitor
- CRM Customer Portal
- CRM Email
- CRM Time Tracker
- eWay
- Ezidebit
- Facebook Lead Ads
- Google Maps
- MachShip
- Mailchimp
- ReCAPTCHA (for Web Forms)
- Stripe
- VOIPLine Telecom
- Westpac PayWay
- WooCommerce
We integrate with a number of payment gateways, so if you’d like to know more about what each of them does, we have a guide to payment gateways.
Microsoft Outlook Add-In
the CRM offers an Outlook integration called Inbox Insights that helps you stay on top of activity by syncing emails, calendars and contacts between Outlook and CRM.
Our Outlook add-in brings CRM into Outlook and lets you quickly view customer history, financials and more. You’re also able to create opportunities (sales leads) directly from your outlook.
installing the Outlook Add-In will streamline opportunity creation and show important data when you need it most.
Please Note: Our Outlook Add-In is optimised for Windows PC. Unfortunately, our Add-In and installer are not yet compatible with Mac, tablets or mobile devices. Inbox Insights needs to be installed on a device running Windows and Microsoft Outlook. It will not work with web-based Outlook.
The following pages will guide you through installation and setup of Inbox Insights.
- Installing Inbox Insights
- Syncing your Outlook Emails, Calendar & Contacts
- Troubleshooting Inbox Insights
We also have a video on the key features of the Outlook Add-In that you can watch: