Integrations

Every platform your clients use, connected to one CRM.

Designs come in from Canva, numbers come in from Google and Meta, posts go out to LinkedIn, Facebook and Instagram. All of it directly, without a middleman service or a plugin.

  • LinkedIn
  • Facebook
  • Instagram
  • TikTokPlanned
  • XPlanned
  • Canva
  • FigmaPlanned
  • Gmail
  • Google Calendar
  • Google Ads
  • Google Analytics
  • Search Console

Design

Bring finished work in without downloading and re-uploading it.

  • CanvaPer teammate
    Brings in
    Browse your Canva designs from the post editor, pick and order the pages, add them to a post. Multi-page designs become carousels.
  • FigmaPlanned
    What it will do
    Import frames from Figma, for posts and for design feedback.

Social

Numbers come in, posts go out, straight from the CRM.

  • LinkedInPer teammate
    Brings in
    Followers, impressions, engagement and shares for company pages.
    Sends out
    Publishes scheduled posts to company pages.
  • FacebookPer teammate
    Brings in
    Page followers, reach, engagement and comments.
    Sends out
    Publishes scheduled posts to pages.
  • InstagramPer teammate
    Brings in
    Followers, reach, impressions and engagement.
    Sends out
    Publishes scheduled posts to business accounts.
  • TikTokPlanned
    What it will do
    Scheduling and results for TikTok accounts.
  • XPlanned
    What it will do
    Scheduling and results for X accounts.

Every number a client asks about, on one dashboard per client.

  • Google AnalyticsService account
    Brings in
    Sessions, sources, conversions and pages for the dashboard and reports.
  • Search ConsoleService account
    Brings in
    Search clicks, impressions, positions and queries.
  • Google Ads
    Brings in
    Campaign spend, clicks and conversions, plus Keyword Planner data.

Mail and calendar

Your own inbox and calendar, next to the client record.

  • GmailPer teammate
    Brings in
    Your inbox inside the CRM.
    Sends out
    Compose, reply and forward from a contact.
  • Google CalendarPer teammate
    Brings in
    Your calendars with month, week and agenda views.
    Sends out
    Create events, answer invites, check free and busy.
  • Google MeetWith Google Calendar
    Brings in
    Meet links on the events you create.

Payments

Planned: clients pay quotes and invoices by card.

  • StripePlanned
    What it will do
    Card payments on quotes and invoices.
  • Revolut BusinessPlanned
    What it will do
    Payments and reconciliation through Revolut Business.
Built in

No extra subscriptions for these.

  • PDF rendering

    Quotes, invoices, reports, audits and payslips render as branded PDFs from the same pages the client sees.

  • Website audits

    Lighthouse checks for performance, accessibility, SEO and best practices, plus on-page brand checks.

  • Real-time chat

    Presence, typing and instant delivery without a separate chat subscription.

Launching winter 2026/27

Connect your first client on day one.

Join the waitlist and link Canva, Google, Meta and LinkedIn as soon as you are in.