Integrations
Integration-first, honest about today
Clientwright is designed around connecting to the rest of your stack. This page separates what you can use now from what is still on the way.
Available now
Connect and move data today
CSV import
Available nowMap columns, detect duplicates, track progress and download an error report.
CSV and Excel export
Available nowExport any list, and administrators can create a full organization export.
CRM migration
Available nowBring in data from another CRM using CSV files or a zip, with dry run and undo.
PDF quotes and invoices
Available nowBranded PDFs generated from your records.
Public booking pages
Available nowShare a link so people can book time with you or your team.
Coming soon
Planned, not available yet
None of these are part of the product today.
- Coming soon
Email and calendar sync
Two-way sync that logs conversations and meetings automatically.
- Coming soon
Public API and webhooks
API keys and event webhooks for your own tools.
- Coming soon
Email sending from sequences
Automatic sending once email integration ships. Until then sequence email steps create tasks and drafts.
- Coming soon
Sign in with Google or Microsoft
Sign-in buttons for Google and Microsoft accounts.
- Coming soon
Single sign-on (SAML/OIDC)
Enterprise single sign-on for Business, planned for later.
Build client relationships right.
Try Clientwright free for 14 days. No card required.