DocuSign
Send agreements out for e-signature and track every envelope from one place.
DocumentsAgreements Connected
Connectors
Stripe
Invoice clients, collect fees and reconcile payouts without leaving the workspace.
PaymentsBilling Connected
Gmail
Sync client threads and let Syra draft replies straight from your inbox.
MarketingCommunication Connected
Google Drive
Keep proposals, statements and client files searchable and always current.
DocumentsStorage
Slack
Push agent updates and deal alerts into the channels your team already lives in.
Communication Connected
Google Calendar
Book client meetings, hold prep blocks and sync availability automatically.
SchedulingMeetings
HubSpot
Two-way sync of contacts, pipeline stages and notes with your household records.
CRMData & Enrichment
Notion
Pull playbooks, meeting notes and internal wikis into Syra's answers.
DocumentsKnowledge
QuickBooks
Mirror invoices and expenses so revenue reporting stays accurate every month.
AnalyticsAccounting
Calendly
Share booking links and let prospects self-schedule into open advisor time.
Scheduling
Salesforce
Sync accounts, opportunities and activity history with enterprise CRM records.
CRMPipeline
Google Analytics
Track campaign performance and site engagement next to your pipeline metrics.
AnalyticsMarketing