Sofia connects to Auvik
Built around how your firm uses Auvik
Sofia connects to Auvik with your IT lead's agreement. Our team builds the actions your firm needs on that connection within a month, and turns them into skills your whole team can run.
Anything on your never-touch list stays out, and anything that writes to Auvik can wait for a person's approval.
Works well with
- UnanetERP and CRM for project-based professional services firms
- AddeparPortfolio data, performance and reporting for wealth managers
- AgencyZoomSales and service CRM for insurance agencies
- Autotask PSAProfessional services automation for managed IT service providers
BigCommerceE-commerce platform for online stores- BullhornApplicant tracking and CRM for staffing agencies
- Charles SchwabBrokerage accounts, positions and trading
- ClioPractice management for law firms
See what Sofia would do in your Auvik
Score your firm in three minutes, or talk to our team.