NameCRM integrations: the services it connects to, and the ones it does not yet
NameCRM connects to the services a small business already runs on: Microsoft 365 for email, Google Calendar and Meet, Stripe for cards, QuickBooks Online for the books and Twilio for the phone. This page also says what it does not connect to yet.
In this guide
In short
- What it connects to: Microsoft 365, Google Calendar, Meet and Places, Stripe, QuickBooks Online and Twilio, plus Claude, Deepgram and ElevenLabs for its AI and Google PageSpeed for website assessments.
- How: each connection is built into NameCRM itself. There is no app marketplace, and every outside connection is judged ok, warn or down in one plain sentence.
- Who it suits: a business whose email is on Microsoft 365, whose calendar is Google Calendar and whose books are in QuickBooks Online. Gmail, Xero and QuickBooks Desktop are not connected today.
- Where the data is kept: client records and files are stored in Canada, in Montreal. The servers that run the application are in the United States, and Claude, Deepgram and ElevenLabs run in the United States too.
How it works
How each connection does its part
Your mailbox
Microsoft 365 connects through Microsoft Graph for reading, sending, attachments and drafts, and NameCRM learns your writing voice from it. Mail you send from Outlook directly is filed onto the right client too.
Your calendar
Google Calendar syncs both ways by push: a change in NameCRM reaches Google at once, and a change in Google arrives within seconds. Google Meet links are minted per meeting, and Google Places finds businesses and meeting spots.
Your money
Stripe handles invoices, card payments, saved cards, payment links, refunds and plans. QuickBooks Online receives every customer, estimate, invoice, payment, refund, fee and payout, and its own reports feed the Books tab.
Your phone
Business numbers run through Twilio for calls, texts, picture messages, conference calls and the browser phone.
The AI
Claude writes and reasons, Deepgram transcribes calls and meetings, and ElevenLabs speaks in an approved voice, each chosen per task. Each provider is set so the content NameCRM sends is not used to train its models.
A watch on every connection
Calendar, mail, QuickBooks, phone and Stripe are each judged ok, warn or down in one plain sentence, with a bell before a client ever notices. Stored connections to Microsoft, Google and QuickBooks are encrypted at rest.
An example
One new client, and every connection doing its part
Sofia runs a small interior design studio in North Vancouver. She has just added a new client, Grace, who emails her about a condo refresh. The email lands in Sofia's Microsoft 365 inbox inside NameCRM and is filed onto Grace's record. Sofia asks for a reply draft, and Claude writes it in her voice, learned from her own sent mail. She changes a line and sends it.
Sofia books a first video call with Grace, and NameCRM mints a Google Meet link for it. The meeting is in her Google Calendar at once. That evening she moves it on her phone in Google Calendar; NameCRM has the new time within seconds, and checks with Sofia before Grace is told.
The next day Grace calls Sofia's business number with a question. The call rings Sofia's laptop through Twilio and she answers in the browser. Afterwards the call sits on Grace's timeline, recorded, transcribed by Deepgram and summarized by Claude.
When Grace accepts the design quote, NameCRM raises the deposit invoice, and she pays it by card through Stripe. QuickBooks Online receives the customer, the invoice, the payment and the Stripe fee, so Sofia's bookkeeper sees the same numbers without typing them.
One week the QuickBooks connection stops answering. The bell tells Sofia in one plain sentence, before any client could notice, and she reconnects it that morning.
The names in this example are made up.
Every feature
Every connection NameCRM runs today
Each card is one feature, in the words of NameCRM's own feature records. Live means it runs every day in our own agency; NameCRM is not on sale yet.
What NameCRM connects to
Claude, Deepgram and ElevenLabs
Claude writes and reasons, Deepgram transcribes calls and meetings, and ElevenLabs speaks in an approved voice, each chosen per task.
- For businesses that build websites
Hosted AI agents
Website Studio launches hosted Claude agents with web search for build and research runs, each capped and stoppable.
Microsoft 365
NameCRM connects to Microsoft 365 through Microsoft Graph for reading, sending, attachments, drafts and learning your writing voice.
Google Calendar, Meet and Places
Google Calendar syncs both ways by push, Google Meet links are minted per meeting, and Google Places finds businesses and meeting spots.
Stripe
Stripe handles invoices, card payments, saved cards, payment links, refunds and plans, with 18 webhook events handled.
QuickBooks Online
QuickBooks Online receives every customer, estimate, invoice, payment, refund, fee and payout, and its own reports feed the Books tab.
Business phone lines
Business phone numbers run through Twilio for calls, texts, picture messages, conference calls and the browser phone.
- For businesses that build websites
Google PageSpeed
Google PageSpeed Insights supplies the performance, accessibility, SEO and best-practice scores in every website assessment.
- Done for our own account
Moved off a phone provider
Business numbers were ported from a hosted phone service into NameCRM with their texts and voicemails imported, replacing a separate phone subscription.
Limits
What it does not connect to yet
Email works with Microsoft 365 mailboxes only. NameCRM does not connect to Gmail yet.
The books connection is QuickBooks Online. NameCRM does not connect to QuickBooks Desktop or Xero today.
Two-way calendar sync works with Google Calendar only. Any phone calendar can also show your NameCRM calendar through a private subscribe link.
There is no app marketplace or Zapier connection, and NameCRM does not connect to another CRM. Contacts from another system come in by a CSV import.
WhatsApp, Messenger and Instagram are not connected. NameCRM does not send or receive their messages today.
FAQs
Questions about what NameCRM connects to
Does NameCRM work with Gmail or Outlook?
It works with Microsoft 365 business mailboxes, connected through Microsoft Graph for reading, sending, attachments and drafts, and it learns your writing voice from your own sent mail. Mail you send from Outlook directly is filed onto the right client too. Gmail is not supported yet.
Which AI services does NameCRM use, and where do they run?
Claude from Anthropic writes and reasons, Deepgram transcribes calls and meetings, and ElevenLabs speaks in an approved voice. Each runs in the United States and is set so the content NameCRM sends is not used to train its models. Client records and files are stored in Canada, in Montreal, and the application's servers are in the United States.
What happens if a connection stops working?
NameCRM judges each outside connection, calendar, mail, QuickBooks, phone and Stripe, as ok, warn or down in one plain sentence, and rings the bell before a client ever notices. The stored connections to Microsoft, Google and QuickBooks are encrypted at rest, and our release checks refuse any change that would store one unencrypted.
Can NameCRM connect to Xero, Zapier or another CRM?
Not today. The books connection is QuickBooks Online, there is no app marketplace or Zapier connection, and NameCRM does not connect to another CRM. Contacts from another system come in by a CSV import that maps your columns and previews duplicates. A custom system we build for you can carry only the connections you need.
What do NameCRM's integrations cost?
The connections come with NameCRM, and NameCRM is not on sale yet. Request access and we will walk you through it on your own work. Pricing is set with you after that walkthrough, because every business is set up differently. To talk it through now, call 604-900-2060.
Can you set up these connections for my own business?
Yes. Nametech Canada sets up business email and Microsoft 365, and connects Stripe and QuickBooks Online, for other businesses, using the same work behind NameCRM's connections. Start with a free 30-minute assessment, and we will tell you which of your tools should connect and what each connection would need.
Custom software
Want these connections in your own system?
Any of these features can also be custom built into a new system for your business, by the team that made NameCRM. Start with a free 30-minute assessment.
Other parts of NameCRM
- Clients, pipeline and follow-up
- Lead capture and website assessments
- Email and AI drafting
- Texting and business phone
- Calendar, booking and meetings
- Quotes, letters and e-signature
- Invoices, payments and QuickBooks
- Client portal and files
- Newsletters and campaigns
- Reports and dashboard
- Mobile app and team chat
- AI receptionist
- Security