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SmartAlex works inside the systems you already run. Your agent answers on your phone system, books into your calendar and finds the caller in your CRM. Each conversation ends with the work done. You connect them in the app under Agent Settings → Connectors. Connect each one once, then switch on the tools each agent should use.
A few connectors need an add-on, and each card says which. See Add-ons for what each one includes.

Phone systems

Alex answers on the number and phone system you already have. It joins your system as a SIP trunk or an extension, so callers dial the number they always have. There are setup guides for Asterisk, Avaya IP Office, Mitel and Grandstream too. With no phone system at all, you can forward your number to SmartAlex in minutes.

Calendars and email

Alex books, moves and confirms appointments in your diary, and sends follow-ups from your own address.

CRM and help desk

Alex finds the caller in your CRM and answers with their real details.

HubSpot

Looks up contacts, companies, deals and tickets, and can update a record after the call. It never deletes anything.

Zoho CRM

Imports your leads and their details from Zoho.

Pipedrive

Finds the caller and their deals, and logs a note or activity after the call.

Rex

Syncs your contacts and listings, and writes calendar entries and notes back to Rex. On real estate plans.

Freshdesk

Raises a ticket while the caller is on the line, and looks up, updates or closes open ones.

Intercom

Reads a contact’s support history and recent conversations.

Payments and orders

Alex sends payment links and follows up on orders. The caller pays on the provider’s own checkout page, so no card number is ever spoken, recorded or stored.

Shopify

Calls shoppers after an abandoned checkout, an order, a delivery or a new account, and only those who asked to be called.

SAP

Builds a fresh call list of overdue invoices every morning, from SAP S/4HANA or ECC.

Messaging

Alex replies where your customers already write to you. Every conversation lands in one Unified Inbox. LinkedIn, TikTok, YouTube and Threads connect the same way for publishing.

Meetings

The Meeting Assistant joins your video calls, takes notes for everyone and writes up the summary. It needs the Meeting Assistant add-on.

AI apps

You can run SmartAlex from the AI app you already use. The SmartAlex MCP server gives it 99 tools to build agents, launch campaigns and read your calls.

More connectors

Notion

Searches your pages and databases, and adds new entries.

Linear

Creates an issue from a call and checks its status.

GitHub

Reads issues, pull requests and repository context.

Lob

Sends printed postcards from your campaigns across the US, each with its own QR code.

Centurion gates

Opens gates fitted with a Centurion G-ULTRA module in one tap, and logs every press. Needs Power Tools.

Connect your own systems

Anything not listed above connects through one of these.

Your own MCP server

Add it under Agent Settings → Connectors, and your agent can use its tools on a call.

REST API

Owners and admins create read-only API keys in Settings → Webhooks & API. Needs Power Tools. Support can give a key write access on request.

Webhooks

SmartAlex sends signed contact and deal events to your own HTTPS address, including when a call updates a contact. Set them up in Settings → Webhooks & API. Needs Power Tools.

Request an integration

Tell us which tool you would like to connect next.