Our Technology Integrations
Discover the powerful software tools and integrations that streamline our operations and help us deliver exceptional service to our clients.
Gmail
Transform your email communications into powerful CRM insights with automated contact management, deal tracking, and full compliance documentation.
Google Calendar
Seamlessly track all client and lender meetings with automated CRM mapping, activity timelines, and comprehensive appointment management for complete visibility.
Google Drive
Seamlessly share and organize documents between your platform and Google Drive with intelligent mapping to Splendid CRM contacts and deals for complete document lifecycle management.
Google Meet
Automatically record, transcribe, and summarise all client and lender meetings with intelligent CRM attachment and comprehensive compliance documentation.
Microsoft Teams
Automatically record, transcribe and organise all business meetings with intelligent Splendid CRM mapping and comprehensive compliance documentation.
Zoom
Capture every important business conversation with automatic recording, AI transcription, and intelligent CRM integration for complete meeting management and compliance.
DocuSeal
Seamlessly send privacy consents, mandates and legal documents for signature directly from your platform using your existing DocuSeal account with complete CRM tracking and compliance history.
DocuSign
Seamlessly send privacy consents, mandates, and legal documents for signature directly from your platform using your existing DocuSign account with complete CRM tracking and compliance history.
Ready to Streamline Your Business?
Let us show you how our integrated technology stack can benefit your business operations.