Have your cake and eat it too!

All features are included in your subscription.

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Integrate your Email and Calendar

- Emails sent 'to' or 'cc' will be displayed in the "Email Integration" tab.

- Email from BlueDot our Outlook
- Two way sync email
- Add an appointment in BlueDot our Outlook
- Two way syn calendaring
- The integration requires you to have your own account in order to use the integration. (You are responsible for their fees). Office 365 Business Standard or Premium is required.


Integrate your Calendar

- Add an appointment in BlueDot our Google
- Two way sync calendaring
- The integration requires you to have your own account in order to use the integration. (You are responsible for their fees).


Integrate with QuickBooks

- Add BlueDot contacts into QB
- Update existing BlueDot contacts into QB
- Add invoices from BlueDot into QB.
- Update existing BlueDot invoices into QB.


Integrate with DocuSign

- Attach DocuSign agreements when emailing from BlueDot
- Recipient can sign the agreements electronically
- Download the signed agreement directly from BlueDot.


Use formstack forms to initiate cases

- Create formstack forms to initiate cases
- Multiple formstack forms (One per employer)
- The integration requires you to have your own account in order to use the integration. (You are responsible for their fees).


Send mass emails and text your clients

- Keep a log of the emails and text messages exchanged with your clients
- Target a specic group of clients and send then a mass text or emails
- The integration requires you to have your own account in order to use the integration. (You are responsible for their fees).