Integrating your CRM with the right technologies can transform it into a productivity powerhouse. But with thousands of apps on the market, where should you start?

Here are 10 powerful CRM integrations that every business should consider—and how they work beautifully with PEX CRM.

✅ 1. Xero

Sync invoices and payment histories automatically. Forget manual reconciliation—PEX CRM + Xero makes accounting seamless.

✅ 2. Slack

Send and receive messages, create tasks, and get real-time notifications—all without leaving your Slack workspace.

✅ 3. Google Drive

Store and link important documents directly to leads, tasks, and invoices. Everything is searchable, secure, and centralized.

✅ 4. QuickBooks

Keep your books in sync with your deals. PEX CRM can push invoice and payment data to QuickBooks automatically.

✅ 5. Zoho

Push CRM contacts and deals into Zoho Campaigns or Zoho Analytics for deep segmentation and powerful insights.

✅ 6. Authorize.Net

Collect payments directly inside your CRM portal. Great for invoicing, subscriptions, and proposal approvals.

✅ 7. Zapier

Connect to over 5,000 apps through Zapier. Automate workflows across calendars, email tools, marketing platforms, and more.

✅ 8. FreshBooks

Generate beautiful estimates or invoices in FreshBooks—straight from your PEX CRM proposals or deals.

✅ 9. Trello

Move deals into Trello cards automatically. Great for visualizing deal stages, assigning teammates, and keeping things agile.

✅ 10. Asana

Automatically turn CRM tasks into Asana cards. Ideal for project-based workflows and post-sale client delivery.

💡 Takeaway

Each integration listed above helps streamline a piece of your process—from finance to files to follow-ups. And with PEX CRM, you can connect them all with minimal setup.

Start building your ultimate productivity stack today.