Integrations
Milestone CRM connects to the tools brokers already use. Every connection is optional, is made with your own account, and can be disconnected at any time. What we store and why is explained in our Privacy Policy.
Velocity (Newton)
Brings new applications into Milestone CRM automatically and keeps borrower, property, mortgage and lender details in step as they change in Velocity.
Connect
Settings › Your business › Velocity. Add your Velocity API details, then add the webhook address shown there to your Velocity account.
Disconnect
Clear the Velocity details in the same place. Apps already brought in stay in your CRM.
Google (Gmail, Calendar, Meet)
Read and send your Gmail from inside the CRM, check your calendar so clients can only book open times, and add booked calls (with a Google Meet link if you choose) to your calendar.
Connect
Email: Settings › Email › Mailbox. Calendar: Settings › Booking. Click Connect with Google, sign in, and approve access.
Disconnect
Click Disconnect in the same place. Your stored Google access keys are deleted straight away. You can also remove Milestone CRM at myaccount.google.com › Security › Third-party apps.
Microsoft (Outlook, Microsoft 365)
The same email and calendar features for brokers who use Outlook or Microsoft 365.
Connect
Email: Settings › Email › Mailbox. Calendar: Settings › Booking. Click Connect with Microsoft, sign in, and approve access. Some company accounts need their IT administrator to approve Milestone CRM first.
Disconnect
Click Disconnect in the same place. Your stored Microsoft access keys are deleted straight away. You can also remove it at myaccount.microsoft.com › Privacy › Apps and services.
Zoom
Creates a Zoom meeting in your own Zoom account when a client books a video call, and moves or cancels it when the booking changes.
Connect
Settings › Booking › Zoom. Click Connect Zoom, sign in, and approve access.
Disconnect
Click Disconnect in the same place, or remove it from your Zoom account.
RingCentral
Shows your RingCentral call and text history with a client right on their record.
Connect
Settings › RingCentral. Follow the steps shown to connect your RingCentral account.
Disconnect
Click Disconnect in the same place. Your stored RingCentral keys are deleted.
Twilio (booking reminders)
Sends booking reminder texts to clients from your own Twilio number. Day-to-day texting always opens your own phone instead.
Connect
Settings › Booking. Add your own Twilio account details and number.
Disconnect
Clear the Twilio details in the same place. Reminder texts stop straight away.
MortgageLogic
Looks up current lender rates while you build scenarios for a client.
Connect
Set up for you by Milestone CRM. Nothing to connect.
Disconnect
Not applicable.
Need a hand?
Email hello@milestonecrm.ca and we'll help you get connected.