BrokerSaaS at the center of your tools
Calendar, email, telephony, e-signature, messaging… your everyday tools connect to your cases, automatically.
Your tools talk to each other
A meeting, a call, a signed document: the information files itself to the right contact and case. No more copy-pasting between apps.
- Everything linked to the right case
- Zero re-entry between apps
- Fewer errors, more time
Calendar and documents always in sync
Two-way sync with Google and Microsoft 365, e-signature linked to the case, inbound and outbound emails attached to the contact: your case is always complete.
- Google & Microsoft 365 calendar
- E-signature linked to the case
- Emails attached to the contact
Connected tools
Calendar
Google Calendar & Microsoft 365, two-way sync.
Email
Gmail, Outlook / Microsoft 365 and IMAP — send and receive per user.
Telephony
Built-in softphone, screen-pop and call recording.
E-signature
Get mandates and offers signed remotely, legally binding.
Messaging
WhatsApp and SMS, in the same inbox as email and chat.
Video calls
On-demand video rooms, no install for the client.
Accounting
Exports and bridges to feed your accounting tool.
API & webhooks
Connect your own tools via API and webhooks.