Preferred · Payments
Actum Processing
ACH payments wired into the desk so funding and collections stay on the record — not in a separate portal.
Integrations
Connect matrixcrm to your ecosystem
Unify the desk with native Google Workspace and partner connectors. From bank data and credit pulls to payments, contracts, and messaging — keep data flowing from intake to close.
Trusted connectors for high-velocity desks
Native
Google Workspace is already on the desk
Not a bolt-on. Sign-In, Gmail, Calendar, and Drive ship with matrixcrm so the work you already do in Google shows up on the records that close.
Gmail
Threads land on the company and contact they belong to — follow-ups without tab hopping.
Calendar
Meetings sync into the desk. New people on the invite can become records automatically.
Drive
Docs stay next to the deal. Attach and open files without leaving the CRM.
Sign-In
One Google account to start. Your private CRM, not a shared demo tenant.
Preferred partners
Pre-built connectors for the stack you run
Payments, credit, documents, contracts, and messaging — partners lenders and ops teams already rely on, adapted for an agentic CRM desk.
Preferred · Contracts
DocuSign
Send agreements, track status, and keep signed documents attached to the company, contact, or deal.
Preferred · Messaging
Twilio
SMS from the CRM — reach contacts without leaving the pipeline or losing the thread on the record.
Preferred · Email
SendGrid
Transactional and outreach email that lands next to Gmail threads already living on the desk.
Preferred · Bank data
DecisionLogic
Verify identity, account details, and balances in real time when underwriting or qualifying a lead.
Preferred · Credit
Experian
Pull credit into the workspace so decisions and notes stay on the same record the agent researches.
Preferred · Documents
MoneyThumb
OCR bank statements and docs so data entry stops being the bottleneck between intake and close.
Preferred · Risk
TR CLEAR
Thomson Reuters CLEAR reports for entities and individuals — AML/KYC context next to the CRM record.
Also connected
More rails for payments and CRM sync
Payments
ACH Works
Payment processing at your fingertips with status that ops can trust without spreadsheet reconciling.
Banking
Wells Fargo
Merchant services and ACH rails for desks that need fast, practical settlement workflows.
Bank data
Plaid
Verify accounts, categorized transactions, and assets in real time for lending and finance desks.
CRM sync
Salesforce
Keep Salesforce in the loop while matrixcrm runs research, Google Workspace, and the close path.
From fragmented to unified
Most stacks grow messy. The desk brings them back together.
Without matrixcrm
- Manual data entry across tools
- Re-keying bank, credit, and contract data
- Disconnected research and CRM systems
- Slow approvals and processing delays
- Incomplete context on the record
- Costly custom integrations
With matrixcrm
- Single source of truth on the desk
- Data populates onto company, contact, deal
- Agent + Google + partners in one workspace
- Instant pulls, signatures, and payments
- Full borrower / account view in one place
- Pre-built connectors + Google native
Build your desk ecosystem
Explore native Google Workspace and partner connectors — or start free and connect as you grow.