What PBXflex connects to
PBXflex keeps your contacts in step with Google and puts alerts in the chat tool your team already uses. Connections to CRMs, practice software, accounting and tax software, and ERPs are coming soon. This page lists both, and says plainly which is which.
Connected today
You set each of these up in the PBXflex app.
Two-way contact sync
- Google Contacts
Connect your Google account and your contacts appear in PBXflex. Changes made on either side flow to the other.
- You see a preview of what will sync before anything changes.
- You choose which contacts the team shares and which stay private.
- Texts and faxes show the contact's name, not a bare number.
Alerts in your team chat
- Microsoft Teams
- Slack
- Google Chat
- Discord
When a text waits too long for a reply, an alert lands in the chat tool your team already has open.
- You choose how long a message can wait before the alert fires.
- Alerts stop once someone reads or answers the message.
- The alert links straight to the conversation.
- An admin sets the defaults for the whole team.
Coming soon
These are the systems we plan to connect next. None of them connects to PBXflex today, and we have no dates to share yet. Until each one does, your team runs PBXflex next to it, and the notes below say how.
CRMs
Coming soon- ActiveCampaign
- Close
- Copper
- Freshsales
- HighLevel
- HubSpot
- Insightly
- Keap
- Microsoft Dynamics 365 Sales
- monday CRM
- Nutshell
- Pipedrive
- Salesforce
- Zoho CRM
Until then: If your CRM can sync its contacts with Google Contacts, those contacts can reach PBXflex through the two-way sync. Your team then sees a client's name on texts and faxes, not a bare number.
Law firm practice management
Coming soon- Clio Manage
- Filevine
- Lawmatics
- MyCase
- PracticePanther
- Smokeball
Accounting and tax practice management
Coming soon- Canopy
- CCH Axcess Practice
- Financial Cents
- Karbon
- Practice CS
- TaxDome
Contractor and field service software
Coming soon- Buildertrend
- FieldEdge
- Housecall Pro
- Jobber
- JobNimbus
- ServiceTitan
Property management software
Coming soon- AppFolio Property Manager
- Buildium
- DoorLoop
- Propertyware
- Rent Manager
- Rentvine
- Yardi Breeze
Real estate CRMs
Coming soon- BoldTrail
- Follow Up Boss
- Lofty
- Wise Agent
Insurance agency management
Coming soon- AgencyZoom
- AMS360
- Applied Epic
- EZLynx
- HawkSoft
EHR and EMR systems
Coming soon- AdvancedMD
- athenaOne
- CareCloud
- CureMD
- DrChrono
- eClinicalWorks
- Elation EHR
- Epic
- Greenway Intergy
- Greenway Prime Suite
- MEDITECH Expanse
- ModMed EMA
- Nextech
- NextGen Enterprise
- NextGen Office
- Oracle Health EHR
- Practice Fusion
- Tebra
- Veradigm EHR
Until then: Referrals and records requests still arrive by fax. PBXflex puts each fax in a shared inbox, with folders for referrals and records requests, so the right person opens the document and files it.
How it works: Fax Extension
Dental practice management
Coming soon- Curve Dental
- Denticon
- Dentrix
- Dentrix Ascend
- Eaglesoft
- Open Dental
- Sensei Cloud
Behavioral health and therapy
Coming soon- ICANotes
- SimplePractice
- TheraNest
- TherapyNotes
- Valant
Chiropractic and physical therapy
Coming soon- ChiroTouch
- Jane
- Prompt Health
- WebPT
Veterinary practice management
Coming soon- AVImark
- Cornerstone
- Digitail
- ezyVet
- Shepherd
Tax preparation software
Coming soon- ATX
- CCH Axcess Tax
- CCH ProSystem fx Tax
- CrossLink
- Drake Tax
- GoSystem Tax RS
- Intuit Lacerte Tax
- Intuit ProConnect Tax
- Intuit ProSeries Tax
- TaxAct Professional
- TaxSlayer Pro
- TaxWise
- UltraTax CS
Until then: Text clients from the firm's number and fax tax packages from the same app. Saved replies and scheduled messages handle the document requests and deadline reminders you send every season.
How it works: Business SMS/MMS/RCS
Accounting software
Coming soon- BILL
- FreshBooks
- Kashoo
- Patriot Accounting
- QuickBooks Desktop Enterprise
- QuickBooks Online
- Sage 50
- Sage Intacct
- Wave
- Xero
- Zoho Books
ERP systems
Coming soon- Acumatica
- Epicor Kinetic
- IFS Cloud
- Infor CloudSuite Industrial
- Microsoft Dynamics 365 Business Central
- Microsoft Dynamics 365 Finance
- NetSuite
- Odoo
- Sage X3
- SAP Business One
- SAP S/4HANA Cloud
Until then: PBXflex runs in the browser, on desk phones and on mobile, next to whatever else is open. Name each line, like Orders or Billing, so the team knows which number a call or text came in on.
How it works: User Phone Extension
If you need a signed agreement or a security review before you sign up, start with our security page. Security at PBXflex
Tell us what you use
Use something not on this page, or want to tell us which one matters most to you? Name it here. Requests tell us what to connect first.
Product names belong to their owners. Naming a product here does not mean its owner endorses PBXflex or has a partnership with it.
Start with what connects today
Create your account, sync your Google Contacts and send unanswered-text alerts to your team chat. Add users as you grow.
Or call us on (877) 575 - 9527