Integrations
Plug into the tools your team already trusts.
HubSpot, Salesforce, QuickBooks Online, TDC Commerce Accounting, Slack, Google and Outlook calendars, Stripe, and mail — connected without turning Kestrio into a middleman spreadsheet.
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CRM
stays source of pipeline
PSA
owns delivery truth
Audit log · last 24h
Sound familiar
Three questions worth asking first.
Where Kestrio differs
Most PSAs want to replace your CRM. Kestrio syncs with it and keeps only the delivery truth.
Re-keying accounts out of the CRM and into your PSA?
Tickets nobody sees until someone remembers to open the tool?
Calendars and delivery plans that disagree about the week?
What's included
What you get.
Accounts stay identical in both systems.
Two-way HubSpot and Salesforce account/contact sync
The floor sees tickets where it already talks.
QuickBooks Online and TDC Commerce Accounting: invoices, credit notes, and payments
Bookings and calendars stop disagreeing.
Slack channel routing for tickets and tasks
Money and mail work out of the box.
Google and Outlook calendar event sync
Stripe subscriptions and SES/SMTP mail
Connected today
- HubSpot
- Salesforce
- QuickBooks Online
- TDC Commerce Accounting
- Slack
- Google Calendar
- Outlook Calendar
- Stripe
- Amazon SES
- SMTP
In the same layer
Keep going.
Executive summary
Margin
32%
Utilization
84%
DSO
19d
Analytics & reports
Dashboards, alerts, decision surfaces
Automations
Runs today
212
Failed
0
Timesheet submitted
Notify approver
Ticket breaches SLA
Escalate + Slack
Invoice overdue 7d
Send reminder
Automations
No-code rules and approval chains
Automations
Runs today
212
Failed
0
Timesheet submitted
Notify approver
Ticket breaches SLA
Escalate + Slack
Invoice overdue 7d
Send reminder
Approvals
One inbox across the firm
Which CRMs sync?
HubSpot and Salesforce, with two-way account and contact sync.
Does Kestrio connect to accounting software?
Yes. QuickBooks Online and TDC Commerce Accounting both receive approved invoices and credit notes from Kestrio and send payments back, so your books and your delivery ledger stay in step.
Does the CRM stay the system of record?
For pipeline, yes. Kestrio owns delivery truth — projects, hours, and billing — and does not try to be a middleman.
How does outbound mail send?
Through Amazon SES or your own SMTP server, alongside Stripe for subscription billing.
Put integrations on your ledger.
Set it up on a real engagement and see it against your own numbers. Start free, or [email protected]