Your CRM
Salesforce and others. Accounts, contacts and opportunities stay in sync both ways, and your CRM remains the system of record.
Integrations
Established communities rarely start clean. There is a CRM finance will not give up and a sign-on provider IT standardised on years ago. ConnexOS sits alongside them.
Connect ConnexOS to your CRM, accounting, compliance and benefits providers. They stay where they are. ConnexOS adds the activation layer on top.
Take the full package instead. Membership, payments, invoicing, events, benefits, rewards and member vetting, running from day one. A community business in a box.
Salesforce and others. Accounts, contacts and opportunities stay in sync both ways, and your CRM remains the system of record.
Xero and others. Invoices raised in ConnexOS land in your accounts and reconcile against payment, with tax handled per billing entity.
Identity checks, business verification, sanctions and politically exposed person screening, with ongoing monitoring.
Exclusive benefits platforms and partner schemes, reached by your members without a second login.
OAuth 2.0, OpenID Connect and SAML 2.0. Members and staff use the identity you already run.
Member cards issued through a regulated partner, so points can be spent at the till.
Member businesses matched to their official registration, so your directory stays correct on its own.
We have applied for access to the LinkedIn Pages Data Portability API. Once granted, members who administer their own LinkedIn Page will be able to authorise ConnexOS to pre-fill their business profile from it.
How we use LinkedIn dataTell us what has to keep working, and we will show you how it connects.