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CRM and PMS systems: which ones connect, and how

Integration is what turns a call into a booking in your system. But some software lets you authorize a connection yourself, and some only allows paid, approved partners. Here’s how the systems compare.

Open access vs. partner-only, by industry

Systems by integration access type
IndustryYou can connect yourselfPartner approval required
HealthcareTebra, IntakeQ/PracticeQ, OpenEMR, Zenoti, Acuity; athenahealth, eClinicalWorks, ModMed and NextGen Office via NexHealthathenahealth (direct), DrChrono, Elation, Jane App, SimplePractice
DentalDentrix, Eaglesoft, Open Dental, Denticon, Curve Hero and others via NexHealthDentrix, Denticon, Curve, Open Dental (direct)
Property managementBuildium, Rentvine, DoorLoop, Propertyware, Tenant Turner, Guesty, HostawayAppFolio, Yardi, Entrata, RealPage, Rent Manager, ResMan
Home servicesJobber, Housecall Pro, Workiz, Zuper, Kickserv, GoHighLevelServiceTitan, Service Fusion, FieldPulse
SchoolsPowerSchool, Aeries, Veracross, Canvas LMSBlackbaud, Genesis SIS
Public agenciesSalesforce, Dynamics 365, ServiceNow, Accela, OpenGov, Esri ArcGISTyler Technologies, GovPilot

Based on each vendor’s published API terms as of October 2026. Some open systems include API access only on certain plans. Terms change — confirm on your discovery call.

How to check your own system

  1. Look for developer docs

    Search “[your software] API”. Public documentation is a good sign.

  2. Find where keys are created

    If an admin in your account can generate an API key or approve an app, you can connect it yourself.

  3. Check your plan

    Some vendors include API access only on higher tiers.

CRMs and calendars for any business

All of these allow self-serve access.

CRMs and calendars, for any industry

Not on an industry system? Your receptionist can book into your calendar and log every caller in your CRM.

  • HubSpot CRM
  • Salesforce CRM
  • Microsoft Dynamics 365 CRM
  • Keap CRM
  • GoHighLevel CRM & marketing
  • Pipedrive CRM
  • Zendesk Help desk
  • Freshdesk Help desk
  • Google Calendar Calendar
  • Microsoft Outlook Calendar
  • Calendly Scheduling
  • Acuity Scheduling Scheduling

Product names and logos are trademarks of their respective owners and are shown to indicate compatibility, not partnership or endorsement. Some connections require a specific plan from the software provider.

CRM and PMS FAQs

What’s the difference between an open API and a partner-only API?
With an open API, you can authorize the connection from your own account. Partner-only APIs require the integrator to apply, pass a review and often pay fees before connecting to any customer.
Why does that matter for an AI receptionist?
Partner programs can take weeks or months. With open APIs, your receptionist can be booking into your system within your five-day setup.
My software is partner-only. Can I still use 365vox?
Yes. Calls still arrive as structured SMS and email alerts with transcripts, ready for your team to enter.
What is NexHealth?
A healthcare data platform with a self-serve API that already connects to most major dental and several medical systems.
Does an open API cost extra?
Some vendors include API access only on certain plans. 365vox doesn’t charge for integration.
Can I revoke access later?
Yes. Keys and app approvals are controlled from your own account.
How current is this list?
It reflects published terms as of October 2026. Vendors change their programs, so we confirm yours during setup.
What if my software isn’t listed?
Ask on a discovery call — if it has an open API, we can usually connect it.

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