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🛠️Integrate with other tools you use
🛠️Integrate with other tools you use
Dayanne avatar
Written by Dayanne
Updated over 11 months ago

The Engage software allows you to integrate with other tools, making it super simple and easy to engage with clients.

CPACharge

  • Collect online credit card or ACH payments from clients and fully automate your recurring revenue.

  • Connects to QuickBooks online and acts as your full merchant account

  • Learn more or create your account here.

CPACharge - CPA Credit Card Processing

Calendly

  • Allow clients to book a roadmap review meeting directly from your Magic Client Link.

  • Easily allows clients to book time on your calendar

  • Create a custom availability schedule so clients can only meet when you want to

  • seamlessly Connect with your Outlook, Gmail, or Apple calendar.

Calendly Reviews: 1920+ User Reviews and Ratings in 2023 | G2

G Suite

  • Save client roadmaps directly to your Google Drive.

Don't worry, your legacy G Suite account still isn't moving to Google  Workspace | TechRadar

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