TrueContext Integrations

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Microsoft 365 for Individuals is a complete productivity suite that combines powerful applications, secure cloud storage, and AI-driven tools to help users achieve more in their daily lives. It integrates popular apps like Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, all enhanced with Copilot—Microsoft’s intelligent AI companion. The platform enables seamless collaboration, creativity, and organization across devices, including PC, Mac, iPhone, iPad, and Android. With Microsoft Designer, users can create stunning visuals, while Clipchamp adds professional-grade video editing capabilities. Built-in Microsoft Defender provides advanced security for personal data and devices. Microsoft 365 empowers individuals to imagine, create, and accomplish with greater efficiency and confidence.

Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.

Access, share, and collaborate on all your files from anywhere. OneDrive connects you to all your files in Office 365 so you can share and work together from anywhere while protecting your work. Easily store, access and discover your personal and shared work files in Office 365, including Microsoft Teams, from all your devices. Edits you make offline are automatically uploaded next time you connect. Work faster and smarter with anyone inside or outside your organization. Securely share files and work together in real-time using Word, Excel and PowerPoint across web, mobile and desktop. Create, view, edit, and share files on the go with the OneDrive mobile app. Easily capture whiteboards and scan work receipts, business cards, and other paper documents for safe keeping. OneDrive helps protect your files. You can easily recover files from accidental deletes or malicious attacks and administrators can manage security policies to help keep your information safe.

Store, sign, and secure your content on Box, the leading Intelligent Content Management platform. Built for the AI-first era, Box simplifies your tech stack and conserves cost with one secure, end-to-end solution for the entire content lifecycle. ✓ Unlock the value of your content with AI: Pair top AI models with your organization’s content to find information, extract insights, build custom AI agents, and automate the work that slows you down ✓ Get unlimited collaboration: Create, manage, and share files from anywhere, with anyone ✓ Protect your content: Secure your sensitive files and data, thanks to granular access controls, intelligent threat detection, and adherence to stringent compliance requirements ✓ Scale with 1,500+ integrations: Work from anywhere across all your team’s favorite apps and extend the power of Box with APIs

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Store, share, and access your files from any device. Your first 15 GB of storage are free. With Drive Enterprise, businesses only pay for the storage employees use. It comes with Google Docs, Sheets, and Slides — and works seamlessly with Microsoft Office. Keep photos, stories, designs, drawings, recordings, videos, and more. Your first 15 GB of storage are free with a Google Account. Your files in Drive can be reached from any smartphone, tablet, or computer. So wherever you go, your files follow. You can quickly invite others to view, download, and collaborate on all the files you want–no email attachment needed. Get started with Drive for free.

Microsoft SharePoint is a secure, enterprise-grade collaboration and content management platform that connects teams, information, and workflows. With AI-powered Copilot and SharePoint agents, users can instantly generate pages, summarize content, and surface insights from within their sites. It enables seamless document management, version control, and real-time collaboration—both inside and outside your organization. Customizable templates and drag-and-drop tools make it easy to design visually engaging intranet sites and portals. SharePoint also provides robust security and compliance features, including access controls, data governance, and conditional policies. Integrated deeply into Microsoft 365, it helps businesses streamline communication, boost productivity, and accelerate their AI transformation.

Digitize your workflows - they'll love you for it. Your company can be more productive and your people more engaged. ServiceNow makes work, work better for people. Transform old, manual ways of working into modern digital workflows, so employees and customers get what they need, when they need it—fast, simple, easy. ServiceNow delivers digital workflows that create great experiences and unlock productivity for employees and the enterprise. We simplify the complexity of work on a single, enterprise cloud platform. The Now Platform: The intelligent and intuitive cloud platform for work. Choose from our workflows or build your own apps. Built on the Now Platform, our product portfolio delivers the  IT,  Employee, and  Customer Workflows that matter with enterprise solutions to help drive every part of your digital transformation. Create the great experiences you want and unlock the productivity you need, now with native mobile capabilities for everyday work across the enterprise.

Geotab is a global leader in telematics, providing an open platform for fleet management solutions that cater to businesses of all sizes. Their platform enables the collection, storage, processing, and analysis of vehicle data, transforming it into actionable insights to enhance fleet productivity, safety, and efficiency. With a diverse Geotab Marketplace offering hundreds of integrated third-party solutions, businesses can automate operations by integrating vehicle data with other data assets for enhanced telematics and operational intelligence. Backed by a team of industry-leading data scientists and AI experts, Geotab is unlocking the power of data to understand real-time and predictive analytics, tackling present and future challenges.