Connect your CRM

This is a read-only audit that finds missed leads and follow-up gaps across the client accounts you select. You review every finding before anything is shared with a client — and you can disconnect at any time.

Before you connect

See a sample finding — exactly what the audit produces, shown with synthetic data (no account or scan required).
Understand the access — the exact scopes we request, and what we will and will not touch.
Connect when you are ready, using one of the options below.

What the audit checks

Missed leads and follow-up gaps across the client accounts you select — unanswered inbound conversations and stale opportunities.

What connecting does — and does not — do

Read-only. We read CRM business data to find gaps; we make no writes to contacts, conversations, opportunities, or pipelines.
No automatic outbound. The audit never sends an SMS, email, or message on your behalf.
No PII or raw payloads stored. Findings keep hashed identifiers and non-PII evidence only — never a name, email, phone, or message body.
You stay in control. Connect at the agency level, choose which client accounts to audit, and review every finding before sharing.

Audit multiple client accounts (recommended)

Install from your CRM app marketplace and choose all or selected client accounts. This is the only path that enables a read-only audit across every installed account.

Open your CRM marketplace

Single account mode

Connect a single client account directly. This audits one account only. For a multi-account audit, use the marketplace bulk install above.

Connect one account

We request scopes that are read-only for your CRM business data (workspace metadata, conversations, opportunities, calendar events), plus a narrow oauth.write OAuth control-plane scope used only to mint per-location tokens (POST /oauth/locationToken) — never to write CRM data. No message bodies or contact PII are ever stored.