strively connects to the tools UK practices already use: Google Calendar and Microsoft Outlook for meeting booking, Adfin for direct debit set-up and AML HQ for AML checks.
Every integration works on every plan, from £110 a month.
strively integrates with four tools. Google Calendar and Microsoft Outlook let qualified prospects book meetings straight into the right person's calendar. Adfin adds new clients to your direct debit mandate, and AML HQ runs AML checks as part of onboarding.
What each one does, and what you need to use it.
Prospects who pass your enquiry rules book a call straight into the right person's Google Calendar, from their real availability.
You'll need: A Google Calendar for each person taking calls
Meeting booking in strively →
The same automatic booking for teams on Microsoft 365, straight into each person's Outlook calendar.
You'll need: An Outlook calendar for each person taking calls
Meeting booking in strively →
Once a client signs their engagement letter, strively adds them to your Adfin direct debit mandate.
You'll need: Your own Adfin account
Direct debit mandates in strively →
AML checks run in AML HQ as part of onboarding, where each client's results and records are kept together.
You'll need: An AML HQ subscription, charged monthly
AML checks in strively →The integrations do their work at each stage of one automated journey, from first enquiry to onboarded client.
strively checks every enquiry against your rules.
Into Google Calendar or Outlook, for the right person.
In AML HQ, once the engagement letter is signed.
The client is added to your Adfin mandate.
strively integrates with Google Calendar and Microsoft Outlook for meeting booking, Adfin for direct debit set-up and AML HQ for AML checks.
Yes. Link Google Calendar or Microsoft Outlook, and qualified prospects book calls straight into the right person's calendar from their real availability.
Once a new client has accepted their proposal and signed their engagement letter, strively adds them to your Adfin direct debit mandate. You need your own Adfin account. strively doesn't create invoices, so you keep invoicing as you do today.
AML checks run in AML HQ as part of onboarding, and each client's results and records are kept together there. AML HQ is available on every plan and has its own monthly charge.
Not at the moment. strively connects to Google Calendar, Microsoft Outlook, Adfin and AML HQ. You keep your accounting software for bookkeeping, invoicing and billing.
Yes. Google Calendar, Microsoft Outlook, Adfin and AML HQ work on Automate, Report and Team. AML HQ has its own monthly charge.
A 30-minute demo, tailored to your practice, using the kind of enquiries you get every week.
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