You do not have to move anywhere.
The agents read context out of your CRM, write conversations back into it, create deals and tasks, and book into your calendar. Your team stays where it is used to working.
RayNet and Pipedrive routinely · Other CRMs with an API to order · SMS and email need no integration
What actually crosses that connection.
Not a wall of logos but a direction. What the agent takes out of your system, and what shows up in it when a conversation ends.
- Your CRMPipedrive, RayNetRoutineReads from hereContacts, deals and the history of the communicationWrites back hereThe whole conversation, moves the deal on, creates a task and notifies the rep
- Your calendarGoogleRoutineReads from hereThe slots your reps genuinely have freeWrites back hereThe meeting, with an invitation for both sides
- Enquiry formsYour site, Facebook, Instagram, emailRoutineReads from hereA new enquiry the moment somebody sends itWrites back hereA contact and a deal, before anybody has noticed
- SMS and emailThe gateway and your own domainThe core channelsReads from hereThe customer’s replies, at three in the morning tooWrites back hereThe messages the agent sends, under your own identity
- WhatsApp and voiceOptional extra channelsAn add-onReads from hereThe same as SMS, where people would rather answerWrites back hereA conversation run by the same agent
- A bespoke systemAnything with an APIBespoke, after a short analysisReads from hereWhatever you set upWrites back hereWhatever you set up
A connection is a one-off outside the licence and depends on what is being connected. We do not price an integration into a system we have not seen before a short analysis. And if you have no CRM you need none of this: a complete one is part of every plan.
How the setup runs.
A short analysis of your system and your calendar. Without it we do not quote a bespoke integration.
An account in the CRM and in the calendar for the agent. We need nothing else from your IT.
On a dry run first, not straight into your live pipeline. A field mapped wrong should surface before a customer sees it.
They work in the same place they did last week. The only change is that finished cases keep appearing in it.
The cheapest integration is the one you do not need.
If you have no CRM, or you run on spreadsheets, the complete CRM is part of every plan and the rollout is not held up by an integration at all. Connect things when there is something to connect.
The rest of the platform.
Eight things behind Alex and Bea. This is one of them.
What people ask about this part.
We have a bespoke system. Will it work?
If it has an API, we connect it. We price it after a short analysis. Until that is done you can run on the CRM in the app and lose no time.
What does setup cost?
It is a one-off outside the licence and depends on what is being connected. Most of those items are optional, so you can start cheaper and add to it once results are in.
Will connecting burn our domain?
We recommend a separate domain for sending so your normal mail stays out of the risk. We watch its reputation and set the campaign up so it does not look like a mailshot.