NumCRM Integrations: All-in-One Instead of a Stack of Five Services

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01

What NumCRM replaces

NumCRM covers the functions people usually keep a whole set of external services for:

_One system instead of five tabs — and everything tied to the client._ → [Try it free](https://start.numcrm.com)

  • Calendly / online booking → built-in consultation calendar
  • Zoom / Google Meet → video consultations right inside the system
  • Google Sheets / Excel → client database and work history
  • A separate card processor → accept payments with Visa and Mastercard
  • Standalone numerology calculators → the numbers computed from the birth date on the client card
  • Writing every follow-up by hand → automatic emails when a booking, a report or an invoice happens
02

How it works, block by block

### Calendar and online booking

You see the whole consultation schedule in one calendar and book a slot from the client card; a client with a portal account picks a time themselves. No double bookings and no manual reconciliation — a booking is tied to the client card right away, along with the history of sessions and reports, and the confirmation goes out by email with a calendar invite attached.

### Video consultations

A call launches straight from the system — no need to spin up a separate Zoom, copy links and forward them to the client. Open the card, start the consultation, all in one window.

### Automatic client emails

The messages a practice owes its clients go out on their own: the booking confirmation with a calendar invite, the finished report, the payment link, the reminder before a session. They come from NumCRM, in the client's language, with your name on them — nothing to copy into a mail app and no separate contact list to keep in sync. This is transactional email, not a marketing tool: NumCRM does not send campaigns or broadcasts.

### Accept payments online

Accept payment for consultations and reports with Visa and Mastercard through a secure payment gateway. You issue the invoice from the client card, the client pays on a page of their own with no account needed, and the payment is logged next to their record. NumCRM doesn't store card numbers — the data is handled by the payment provider under bank-grade security standards.

### A client portal instead of files in chat

Give a client a login and they get their own area: the reports you have prepared for them, their upcoming appointments, a button to join the video call. For a one-off, a single calculation can go out as an expiring share link instead. Either way the client stops chasing you for the PDF they lost in a chat.

### Multilingual

Working with clients from different countries — run your practice in English, Ukrainian or Russian. The interface language and the language a client's report is written in are set separately, so you can work in English and still hand a client a report in one of the other two.

03

One subscription instead of five

It's not just time worth counting — it's money too. Five separate services mean five invoices that grow independently of each other. NumCRM replaces the whole set with one clear subscription: you pay for a single tool, not for a random zoo of services. Fewer passwords, fewer switches, fewer places where something can fall out of sync.

FAQ

Do I need to set up integrations with Zoom or Calendly?

No. NumCRM doesn't integrate with these services — it replaces them. The calendar, the video room and the emails a booking triggers are already built in and tied to the client card, so there are no third-party connections to configure.

How do clients pay for consultations?

With Visa and Mastercard through a secure payment gateway right inside the system. The payment is logged next to the client card, and NumCRM doesn't store card numbers.

Does NumCRM send marketing newsletters?

No, and it isn't meant to. The email it sends is transactional: booking confirmations, the report itself, payment links and session reminders. If you run campaigns, keep the tool you run them with.

What languages can I run my practice in?

Three: English, Ukrainian and Russian. The interface language and the report language are set separately, so one system serves clients in any of the three.

Bring your practice into one system

Stop paying for five services and switching between tabs. Calendar, video, payments and the client's own portal — all in one NumCRM window. 14 days free, no card.

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