All integrations
CRM
Brivity
Connect the team's client relationships and transaction handoffs.
Planned connection
What we're building toward
- Reuse client information where supported.
- Carry transaction updates into the agent's process.
- Connect the handoff to the team's task system.
Proposed capabilities, not a live connector. We confirm the supported actions for your workflow before we build.
More in CRM
What would you connect to Brivity?
Tell us where the work starts, what should happen, and which tools are involved.