Integrations

CRM integrations

Compliance that starts where the client relationship starts.

127 systems and tools 98 systems of record

A regulated firm can run any CRM. There is no compliance-specific CRM, and there does not need to be — accountants use HubSpot, law firms use Clio, brokers use Pipedrive, and enterprises use Salesforce.

What matters is that the moment a deal becomes a client, the check starts. StackGo triggers from a pipeline stage or a deal event and writes verification, screening and risk back onto the contact, so the person who owns the relationship can see where compliance stands without asking anyone.

Systems of record

Triggered from, written back to

The workflow starts in these and the answer goes back into them. They stay your source of truth.

HubSpot Native Salesforce Via Zapier Pipedrive Native Zendesk Sell Via Zapier Synergy Rex Bloom Apollo Nimble Circle Servicem8 Affinity Beacon Luna Rednote Alis Peak Bark Check Hunter NetSuite Solo Spark Move Neos Odoo Orbit Tenancy Tenants Keen Levelup Mojo Zoho Crm Agora Amity Jobadder Lusha Accord Dex Gong Leap Trail Blazer Vaultre Vitally Agent Broadly Sansan Folio Folk Gymmaster Isn Levitate Pushpress Rally Streak Zoominfo Genesys Moco Tidyhq Blinq Common Room Drove Outpost Spiro Thryv Basix Giddyup Linkedin Sales Navigator Mav Muster Proline Unify Vincere Attio Blaze Ai Boomtown Crunchbase Dance Studio Pro Dubsado Highrise Infuse Lofty Servicetitan Upscale Albi Canibuild Class Manager Clubworx Handy Indy Outplay Verint Workbooks Bsi Flg Inmoment Tubular Twenty
Also listed here

Systems whose home is another category

These play a crm role but live elsewhere. One page per system, no duplicates.

monday.com Project management Zendesk Communication Actionstep Practice management Klaviyo Marketing Mailerlite Marketing Buzz Marketing Summit Marketing Hull Marketing Rp Marketing Activecampaign Marketing Default Marketing Emerge Marketing

Plus 17 more that play a smaller crm role. Each has its own page in its own category.

Choosing

What to look for in a CRM if you are regulated

Stage-based triggers. Deal-won is usually the right moment, not first contact. A CRM that can fire a webhook on a stage change gives you the trigger for free.

Custom properties on the contact. You need somewhere for verification status, screening outcome, risk rating and a report link to live. If you are stuck writing into a notes field, the data is not reportable.

People and companies as separate objects. Beneficial ownership is a relationship between a person and an entity. CRMs that only model one flatten exactly the structure you need to evidence.

Who can see what. Screening results are sensitive. A CRM where every user sees every field is a data-handling problem before it is a compliance one.

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