Plug Canvas
Connect business tools around a shared customer journey.
Use supported input and output plugs to connect lead capture, CRM, bookings and membership workflows. Inspect connection status and flow events so your team can understand which approved records move between tools.
What you can do
Visual connections between compatible tool plugs.
Connection status and flow-event visibility.
Approved record transfer with company-level access controls.
How it fits your workflow
- 1
Enable the tools needed for your workflow.
- 2
Connect compatible input and output plugs.
- 3
Inspect sync status and review flow events when an action needs attention.
Only compatible, supported plug contracts can be connected. A visible connection is not permission to access another company's records or to send external messages.
Works with these tools
Customer Leads
Organise incoming enquiries in a sales pipeline with ownership, stages, expected opportunity values and follow-up dates. Connect approved lead sources so your team can track enquiries without rebuilding customer details.
Explore this toolCustomer 360 CRM
Bring customer profiles, avatars, purchase records, notes and custom fields into one company CRM. Use customer context and AI next-action suggestions to make sales handovers and service follow-ups more informed.
Explore this toolMembership & Customer Portal
Build a one-page brand website with customer membership, personal records, bookings and loyalty benefits. Use industry templates, your own media and approved brand context to present services and products professionally.
Explore this tool