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🛠️Integrate with other tools you use
🛠️Integrate with other tools you use
Dayanne avatar
Written by Dayanne
Updated over 6 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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