TrueMonthSystems we connect
The tools you already pay for, joined in one place.
We connect CRMs, student systems, field-service platforms, point of sale, phones, accounting, e-commerce and ad accounts. If your system isn't listed, we'll connect it through its API or a scheduled export.
CRM and sales
- Salesforce
- HubSpot
- Pipedrive
- Zoho CRM
- Microsoft Dynamics 365
- Close
- Freshsales
- GoHighLevel
- Keap
- Follow Up Boss
Education and student systems
- Slate
- Salesforce Education Cloud
- Element451
- Anthology
- Ellucian
- Jenzabar
- Populi
- Genius SIS
- LeadSquared
- TargetX
- EnrollmentRx
- Orbund
Field service
- ServiceTitan
- Housecall Pro
- Jobber
- FieldEdge
- Service Fusion
- Workiz
Point of sale and booking
- Square
- Toast
- Clover
- Lightspeed
- Shopify POS
- Mindbody
- Zenoti
- Boulevard
- 7shifts
Phones and contact center
- CallRail
- RingCentral
- Aircall
- Dialpad
- Five9
- Genesys Cloud
- NICE CXone
- Talkdesk
- Convoso
Accounting and finance
- QuickBooks Online
- Xero
- NetSuite
- Sage Intacct
- QuickBooks Desktop
- Stripe
- PayPal
E-commerce
- Shopify
- WooCommerce
- BigCommerce
- Amazon Seller Central
- Klaviyo
- Recharge
Advertising and analytics
- Google Ads
- Meta Ads
- Microsoft Ads
- TikTok Ads
- LinkedIn Ads
- Google Local Services Ads
- Google Analytics 4
Professional services
- Clio
- Karbon
- Canopy
- Applied Epic
- HawkSoft
- Encompass
Nonprofit
- Bloomerang
- Salesforce Nonprofit Cloud
- Blackbaud Raiser's Edge NXT
- DonorPerfect
- Little Green Light
- Neon CRM
- Givebutter
- Classy
Property and logistics
- AppFolio
- Buildium
- Yardi Breeze
- Rent Manager
- Entrata
- storEDGE
- SiteLink
- McLeod
- Tailwind TMS
- Revenova
- Turvo
- Aljex
Files and everything else
- Google Sheets
- Excel and CSV exports
- SFTP file drops
- Any system that can schedule a report
- Any system with a REST API
Product names are trademarks of their owners and are listed to describe compatibility. Listing does not imply a partnership or endorsement.
API key or token
Your admin creates a key with read-only permissions in the system's settings and shares it with us through a secure link. Revoke it any time.
Sign in and authorize
For systems like QuickBooks Online, Xero and Square, an admin signs in and approves read-only access. No key changes hands.
Connected app
For Salesforce, NetSuite and similar platforms, your admin creates a dedicated integration user with a read-only profile.
Scheduled export
For systems without a usable API, the system emails or drops a report on a schedule. We load it automatically and check every file.
Next step
See your own numbers on one screen.
Twenty minutes: your systems, the five or six numbers that run the business, and what a first dashboard would cover. No slides.
On the call
Which systems hold the numbers, who needs to see them, and how often. You leave with a written scope for a first dashboard and a quote within two business days.
Or email [email protected]