NICHE CRM
Integrations

Connects With Everything You Already Use

Twilio, SendGrid, Lob.com, DocuSign, SmrtPhone, LINQ, Google Maps, and more — all plugged into NICHE CRM out of the box. Bring your own subscriptions and start using them immediately.

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12 Integrations. One CRM.

Every integration feeds into the same record timeline. Your team sees calls, texts, emails, postcards, contracts, and map actions in one place.

Twilio

SMS & Calls

Send and receive SMS messages from any record. Twilio powers both manual texting and automated campaign SMS steps. Every message is logged on the record.

ManualAutomatic

Twilio Flex

Advanced Communications

For teams that need advanced call center capabilities — routing, queuing, and agent management. Twilio Flex integrates directly into NICHE CRM for enterprise-level communication workflows.

Manual

SendGrid

Email

Branded HTML email templates with open and click tracking. Use SendGrid for one-off emails or as automated campaign steps alongside SMS and direct mail.

ManualAutomatic

Lob.com

Direct Mail

Automated postcards mailed to the property address. Mix direct mail into your drip campaigns or send individual pieces from any record. Physical mail still converts.

ManualAutomatic

LINQ

iMessage

Reach sellers through iMessage — the highest open-rate channel available. LINQ integration lets you send iMessages directly from the record page in NICHE CRM.

Manual

SmrtPhone

Phone Calls

Click-to-call directly from any record. Log call dispositions, add notes during the call, and see the complete call history. SmrtPhone CTI is embedded in the CRM.

Manual

DocuSign

Contract Signing

Send contracts for e-signature directly from any record. Signed documents auto-attach to the record's files section and persist through every pipeline stage.

Manual

Google Maps

Maps & Routing

Visualize every record as a pin on Google Maps. Build custom filters, plan optimized driving routes, and log door knocks — all from the Maps tool inside the CRM.

Automatic

Google Address Validation

Duplicate Prevention

Every incoming record is validated through Google Address Validation. Duplicates are routed to an Incoming Data queue — they never pollute your pipeline.

Automatic

NICHE DATA

Daily Data Sync

Fresh distressed property records flow into your pipeline every day — pre-enriched with skip tracing, parcel data, equity calculations, and auto-ratings. The engine behind NICHE CRM.

Automatic

OpenAI

AI SMS Generation

Generate fresh SMS template variations using AI. Same message, different wording — so carriers don't flag your texts as bulk. Paraphrase any template with one click.

Manual

Nebula Logger

System Logging

Enterprise-grade system logging running behind the scenes. Tracks every automation, error, and system event for debugging and audit purposes.

Automatic

Bring Your Own Subscriptions

NICHE CRM connects to your existing accounts. You purchase your own Twilio, SendGrid, Lob, Google, DocuSign, SmrtPhone, LINQ, and NICHE DATA subscriptions — then plug them into the CRM. This gives you full control over your costs, data, and communication channels.

No hidden fees. No markup on third-party services. Your accounts, your data.

Built on Salesforce

Salesforce Managed Package

NICHE CRM is distributed as a Salesforce Managed Package. Each customer gets their own isolated Salesforce org with the full NICHE platform installed — including NICHE Marketing.

This means you get the security, reliability, and scale of Salesforce — with every object, automation, and workflow custom-built for real estate investors.

Monthly release cycles bring new features and improvements. Your org stays up to date automatically.

What You Get

Your own isolated Salesforce org
Full NICHE CRM + NICHE Marketing platform
Every custom object, automation, and workflow
Monthly managed package updates
Salesforce-grade security and uptime
Education Hub with video library (Loom)
Live support 10AM–6PM Mon–Fri

Plug In Your Tools. Start Closing.

NICHE CRM works with the tools you already use. Bring your subscriptions, connect them in minutes, and start running your pipeline.