Integration tools

Connect the tools you already rely on.

CrossMerg integrates with the systems you use today so client data flows cleanly without manual re-entry.

Why integrations matter

Integration tools reduce double entry and mistakes by keeping client information synchronized across the tools your team already trusts.

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Connected workflows

Move client data between systems automatically instead of copying and pasting.

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Flexible integrations

Connect CRMs, forms, scheduling tools, and accounting platforms based on your setup.

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Custom triggers

Trigger actions when quotes are approved, jobs are completed, or invoices are paid.

Fewer errors

Automated data flow prevents mismatched records and forgotten updates.

Time savings

Spend less time managing tools and more time serving clients.

Scales with you

Add integrations as your workflow grows without rebuilding your system.

Want to connect CrossMerg to your existing tools?

Tell us what software you use today and we’ll explain what can be connected and how.

Integration tools

Connect the tools you already rely on.

CrossMerg helps your systems talk to each other cleanly β€” without brittle automations or custom glue code.

Why teams choose CrossMerg

  • βœ“Fewer status calls because clients can see what’s happening.
  • βœ“Faster approvals because the next step is obvious.
  • βœ“Cleaner payments because invoices have context and history.
  • βœ“A more professional client experience without enterprise complexity.

A note from Peter, founder of CrossMerg

If you tell me what your clients struggle with today (approvals, payments, scheduling, status updates), I’ll recommend the smallest portal step that makes a real difference β€” without rewriting your whole stack.

Peter Enzinger

Founder, CrossMerg

How we build portal experiences

Client-first language

We translate internal workflow into simple client-facing steps that reduce friction.

Lightweight rollout

Start with one feature (quotes or invoices) before rolling out deeper portal options.

Works with your reality

We respect your team size, tools, and capacity β€” no forced big-bang migrations.

Start small and expand later. No long-term contracts or surprise fees. Built and supported by a small, US-based team.