Vega integrates with:
CRM: Wealthbox, Salesforce, Redtail, Salentica, Practifi, XLR8, and Quivr
Emails: Outlook and Gmail
Online meetings: Zoom, Google Meet and Microsoft Teams
Calendars: Google Calendar and Outlook Calendar
Vega does not integrate with any other external platform.
CRM
Integrating your CRM with Vega enables instant data recall for client-related queries, seamless creation and modification of notes, tasks, and contact records, and enhanced intelligent email responses tailored with your contacts’ specific information.
Email, calendar, and video conferencing
Integrating your email, calendar, and video conferencing software with Vega enables intelligent email drafts to clients and prospects, automated meeting preparations, and comprehensive analysis of your meeting transcripts (without an awkward notetaker bot!).