Finally, everything talks

Sync meeting notes and action items directly to Advyzon from your meetings.

Push meeting notes, action items, and client data to Dynamics 365.

Push meeting notes and action items to HubSpot contacts, companies, and deals.

Access client info for meeting prep. Sync notes, tasks, and client data to Practifi.

Access client info for meeting prep. Sync notes, events, and compliance tracking to Redtail contacts and activities.

Access client details for meeting prep. Sync notes and workflows to Elements.

Push meeting notes and tasks to Salentica Engage contacts and households.

Access client data for meeting prep. Sync notes, tasks, and action items to Salesforce.

Access client data for meeting prep. Sync notes, tasks, and action items to Salesforce FSC.

Access client info for meeting prep. Sync notes, tasks, and workflows to Wealthbox.

Access client details for meeting prep. Sync notes, tasks, and workflows to XLR8.