Management
Integrations
Connect Google, Microsoft, Slack, and import your existing data.
Google: connect your Google account for Calendar sync, Gmail sending, contact suggestions when you address an email, and Google Drive backup of documents.
Microsoft: connect Outlook to read and send email from your inbox and to see your existing calendar alongside your listings. Appointments you create here are not written back to Outlook yet - that part is Google only. If your organisation only lets an IT administrator approve apps, the Outlook card gives you a link to send them.
Slack: post team notifications into a Slack channel. VaultRE: sync listing data if your agency uses it.
Data Import: bring your existing book across - upload a CSV of listings, or a Trello board JSON export to import cards as listings, checklists as actions, and members as clients.
All of these live in Settings → Connections. SMS is not here - it's under Communications, and needs no account of your own.