Answers pulled from the practice ledger.
Most calls into a practice in July are the same three questions, and all three have answers sitting in software the caller cannot see. Connect it once and the agent answers them without a partner losing the hour.
01
Xero
Clients recognised from the practice Xero contacts, what is outstanding and when it fell due answered on the call, and the fees that have gone past terms chased with a courteous ring rather than a letter.
$10/mo, 50c a min→
02
Google Calendar
Consultations and year-end meetings booked into the real diary at a partner's next free slot, with the client and the reason in the entry.
Reads and books
03
Microsoft 365 & Outlook
Practices on Microsoft 365 get the Outlook diary read live before a time is offered and the meeting written back with a Teams link. Calendar permission only, never email.
Reads and books→
04
Calendly
For the meetings you would rather the client confirmed themselves, the agent reads your true availability and texts a single-use link that Calendly confirms.
Single-use links→
05
HubSpot
Callers recognised by number, new enquiries created as contacts, and every call, summary and transcript filed onto the timeline for whoever picks the client up.
Contacts and calls→
06
Trello
Record-chasing and new client enquiries land on the board as cards carrying the caller, the summary and the transcript.
Leads to a board→
07
Slack & Microsoft Teams
Every call posted into the practice Slack or Teams channel the moment it ends, so a deadline question does not sit in a message book.
Call notifications→
Calendly
Scheduling
M
Custom MCP
Your own tools
G
Google Calendar
Calendar
HubSpot
CRM
O
Microsoft Outlook
Microsoft 365
Pipedrive
CRM
Trello
Boards
Xero
Accounting
Z
Zapier
7,000+ apps
On MYOB, Karbon or a practice manager of your own? That is a custom setup: we quote the integration work and maintain it. See every integration →