Email
Your own mailbox
Microsoft 365 by sign-in, or Gmail, Outlook, Yahoo, Zoho, iCloud, Fastmail and any other mailbox by IMAP with an app password, synced every 5 minutes. Synced mail links itself to the right record.
Built-in. Or bring
your own.
Your own mailbox, your own sender, Stripe and Razorpay, Slack and Teams, shipping and accounting exports. A REST API and webhooks for your own integrations. Export your whole account whenever you want.
Native integrations
The ones we ship.
Sending
Your own sending domain
AWS SES or any SMTP, verified by sending a real test email, with a different sending identity for each business.
Payments
Stripe + Razorpay
Payment links on invoices, with automatic reconciliation. Refunds go back through the gateway.
Alerts
Slack + Teams
Alerts for tickets, SLA breaches, quota hits and payout approvals, plus leaderboard celebrations.
Shipping
Shiprocket · Delhivery · FedEx
Shipping labels and tracking webhooks.
Accounting
Tally · Zoho Books · QuickBooks · Xero
Export files in each format, and every export is audited. An export, not a live connection.
Migration
HubSpot
Bring your accounts, contacts, deals and activities across from HubSpot.
Import
CSV and Excel
Import with a mapping wizard, a dry run, strict duplicate checks and a download of only the rows that failed.
Lead capture
Anything that can POST
IndiaMart, Justdial, Zapier, Make: every lead goes through the same duplicate checks and routing as everything else.
Landing pages
Conversion tags
Hosted landing pages on your own domain, with conversion tags for GTM, GA4, Google Ads, Meta, LinkedIn and Microsoft UET.
E-signature
Built in
The customer signs on a secure link. No third-party e-signature account needed.
Bookings
A booking page per person
A personal public booking page for each user. Confirmation emails go to both sides and the meeting is logged in the CRM.
Inside the app, the integrations page marks each one live, needs setup or coming soon, so you never click a card that does nothing.
Webhooks + API
For everything else.
A REST API and webhooks for your own integrations, with scoped API keys. The API covers leads, contacts, deals, invoices, payments and tickets, with a live OpenAPI spec. 14 signed webhook events across leads, contacts, deals, invoices and payments, with a delivery log and a test button.
# create a deal
POST /api/v1/deals \
-H "Authorization: Bearer YOUR_KEY" \
-d '{"name":"…","amount":48000}'
-H "Authorization: Bearer YOUR_KEY" \
-d '{"name":"…","amount":48000}'
# webhook
POST your-server.com/hook \
-d '{"event":"…","data":{…}}'
-d '{"event":"…","data":{…}}'
Honest about gaps
What we don't ship.
If your stack needs one of these, plan around it. We will not list an integration we do not have.
No calendar sync
Bookings and meetings do not sync to Google Calendar or Outlook, and bookings send no .ics invite.
No live accounting sync
Tally, Zoho Books, QuickBooks and Xero get export files. Nothing is pushed into your books automatically.
No Shopify or WooCommerce
There is no store sync today. Stock lives in BoldReach Inventory.
No Gmail one-click sign-in
Gmail connects by IMAP with an app password. Microsoft 365 connects by sign-in.
No ad-platform lead import
We fire conversion tags from landing pages and forms. We do not pull leads or spend from Meta or Google Ads.
No bank feeds
Bank statements come in by file import (CSV or CAMT.053), not a live bank connection.