2Shakes has integrations via API (application programming interface) with:
- Xero Practice Manager – to create new Clients, create contacts and upload sign engagement agreement documents
- Workflow Max- to create new Clients, create contacts and upload sign engagement agreement documents
- Companies Office – to create organisational account authority to manage a companies information
- BASE Customer Relationship Management (CRM) – push the detail of your deal and sales lead contact into 2Shakes to populate an agreement.
Contact the team to find out more.