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Integrations

Works alongside your CRM.

Keep your CRM for leads and your full database. Bring the relationships into Execio and work them every day.

CRM

Execio + Follow Up Boss

Connect Follow Up Boss to Execio. Your contacts and call history come in, and the calls, notes, deals and close dates you log in Execio go back to Follow Up Boss.

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CRM

Execio + BoldTrail

Connect BoldTrail to Execio. Your contacts, lead sources and calls come in, and you can choose to send your Execio notes and call logs back to BoldTrail.

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Files

Spreadsheets and phone contacts

Import a CSV or Excel file, including exports from Google Contacts and Outlook, or contact cards (vCard) from your phone. Duplicates are held for you to review, and you can undo a file import. Export your contacts as a CSV file anytime.

Using another CRM? Most CRMs can export a CSV file, which Execio can import. Tell us which CRM you use when you join the early access list.