AgencySoftware.io connects with your favourite tools for communication, finance, scheduling, and lead management — so your team spends less time copying data and more time helping carers and children.
Enquiries & Forms
CRM & Automation Hub
CHARMS / Mosaic / CarePlanner
AgencySoftware.io is designed as your front-office growth platform — capturing enquiries, managing recruitment pipelines, and automating communication.
Our next step is simple: connect it directly to your back-office case management systems so information flows automatically between platforms.
Create or update applicant records automatically
(no manual re-typing)
Log communications straight into your case system
(emails, calls, SMS)
Keep key fields synchronised
(stage, compliance status, contact info)
Maintain full data security
(UK GDPR compliance)
And it's all included in your plan — no extra modules or add-on costs.
Connect to your back-office case management systems
These integrations are being added in 2025–2026 — and they'll all be included at no extra cost
Auto-send enquiries and communications to your CHARMS case system via official Enquiry API and Online Mail Grabber integration.
Sync basic applicant data and key status fields with Mosaic, reducing manual entry between systems.
Share applicant and carer contact data for coordinated care planning and case updates.
Exchange applicant and placement data seamlessly.
Planned integration for local-authority fostering systems.
Our integration adapter hub allows connection to virtually any fostering back-office software that supports APIs or CSV import/export.
If your agency uses another system, let us know — we'll add it to the roadmap.
All integrations are included in your subscription. No extra cost.
These communication integrations help recruitment teams stay responsive, wherever they work
Sync events, visits, and assessments. Automatically schedule reminders for carer calls or meetings.
Connect your agency Facebook Pages to manage DMs, comments, and ad leads directly in your CRM.
Manage messages, comments, and post engagement from one place.
Capture leads from TikTok forms directly into your CRM and start automated follow-ups.
Connect LinkedIn Lead Gen Forms for professional recruitment campaigns.
Communicate securely with carers and applicants over WhatsApp. 2-way chat, templates, and automations supported.
Get instant notifications on your Slack channels — new leads, tasks, or compliance alerts.
Sync lead and contact details with Google Contacts automatically.
Your presence on Google Search, Maps, and local listings stays up to date automatically
Keep your agency details updated and respond to reviews directly.
(Deprecated) – Transition to Google Organic Bookings for continued visibility.
Helps prospects schedule introductions directly from search.
Auto-sync agency location and reviews for local visibility.
Sync invoices, payments, and expenses automatically
Accept payments, deposits, and donations directly within your CRM.
Sync invoices and payment history between your CRM and QuickBooks.
Sync your invoices, payments, and carers' expenses in real time.
Connect for simple, free accounting management.
Sync applicant tracking or compliance data with Airtable.
Connect your shop or donation store
Integrate with your shop or donation store — automate thank-you emails and CRM records.
Import and sync customers or donations for easy reporting.
Auto-create tasks and sync workflows
Auto-create tasks from workflows — e.g., 'Send panel invite,' 'Prepare approval letter.'
Log notes, documents, or training outcomes directly to your Notion workspace.
Create tasks or reminders in Basecamp when pipeline stages change.
Automatically capture survey or quiz responses into your CRM and trigger workflows.
Built-in communication and alerting
Get instant notifications about new enquiries or overdue follow-ups.
Free mobile app for calls, SMS, and one-tap workflow actions.
Powers 2-way SMS, WhatsApp, and call tracking.
How integrations work behind the scenes
Enquiries flow into AgencySoftware.io automatically from your website or ads.
The system sends structured data and emails directly into your back-office case management tool (via API, SFTP, or secure email).
Case status updates and compliance milestones reflect back into your CRM dashboard.
💡 We use encrypted, GDPR-compliant integrations — no duplicate data entry and no vendor lock-in.
These integrations are currently in development
API + OMG Email Integration
Core data synchronisation
Extended back-office support
Connect any fostering software
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