Vega currently integrates with Wealthbox, Redtail, Salesforce, Salentica, Practifi, XLR8, and Quivr.
If your CRM isn’t listed but is one of the following—Dynamics 365, Advyzon, Hubspot, Advisor Engine, or Zoho—Vega also supports export of data from your CRM to be aware of your contacts, notes, and tasks.
As your CRM is the official source of truth for your contacts list. Vega needs this information to build contact profiles, providing valuable context that enhances the quality of email draft responses, meeting notes, and preparation.