Your own systems
Internal tools, legacy databases, portals and specialist software that matter to your operation.
CRM integrations and API
Connect SmartCo to the systems you already use.
A CRM becomes much more useful when customer, finance, communication and operational systems can exchange the right information without somebody retyping it.
Why integration matters
The cost of systems that do not talk to each other
The same record gets typed into several places, finance and operations disagree about status, and month-end reporting becomes a reconciliation exercise.
Duplicate entry
Customer details copied between CRM, accounts, spreadsheets and inboxes create more opportunities for the records to diverge.
No shared status
A payment can be received in one system while the operational team still sees the customer as outstanding in another.
Manual handovers
Work pauses because somebody has to email, export, upload or update the next system before the process can continue.
What connects
Six common integration areas, plus your own systems
The exact connection depends on what each provider exposes and what information genuinely needs to move.
Accounting and finance
Keep commercial and operational status aligned with the systems responsible for finance.
Communications
Bring communication events into the record so teams can see what has already happened.
Marketing
Move qualified activity between marketing tools and the CRM without rebuilding contact lists by hand.
Automation
Trigger actions when a record changes, a payment arrives or a workflow reaches a defined point.
Documents and e-signature
Keep signed agreements and document status attached to the operational record that caused them.
For your developers
Documented API and secure webhooks
Where your own team needs to build against SmartCo, the same integration layer used by our modules is available for controlled external access.
REST APIStructured access to agreed records and actions with authentication and permissions.
Secure webhooksSend events when key records change so another system can react without constant polling.
Bespoke connectorsWhen an important system has its own API, we can shape the connection around the workflow you need.
SmartCo connected systems, automation and integration
Integration questions
APIs, connector costs and systems not listed here.
The detailed answers are grouped on the main FAQ page.
Start with what you are keeping
Tell us which systems already matter to the business.
We can then work out what should stay, what should move and what should simply connect.