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Integrations

It plugs into your tools, and your team stays where it is.

Email, calendars, texting, files and the rest of your stack, each connected once from settings.

GmailOutlookGoogle CalendarSlackWhatsAppGoogle Drive

Hartwell Wealth · Wealth advisory

Same Headroom. Built around each one.

GmailOutlookGoogle CalendarSlackWhatsAppGoogle Drive

Fieldnote Studio · Design agency

GmailOutlookGoogle CalendarSlackWhatsAppGoogle Drive

Marsh & Vale · Law firm

Works with your tools. Nobody has to switch.

  • Email and calendars

    Gmail and Outlook, plus Google and Microsoft calendars. Headroom reads and sends email, and books and moves meetings.

  • Texting

    Talk to Headroom over iMessage and WhatsApp, and approve its work from your phone.

  • Files and notes

    Google Drive, Dropbox, Box and OneDrive for files, and Granola for meeting notes.

  • The rest of your stack

    Slack, Linear, Ramp, Deel and Sage Intacct, so Headroom can post updates and pull in the numbers it needs.

Common questions

How do we connect a tool?+

An admin signs in to the tool once from Headroom's settings. Some tools let each person connect their own account too.

Can Headroom see all of our Drive?+

No. It only works with the files it's given or creates.

What if we use something that isn't listed?+

Tell us. We add new connections as our customers need them.

More of Headroom

  • SLSarah Lin9:14

    Re: Order #4471

    Can we push delivery to Friday? Our dock is closed Thursday.

    Order #4471Updated just now
    ClientHartley & Co
    DeliveryFri 15 Oct
    EmailReads Gmail and Outlook and updates the right record.
  • Quote · Hartley & Co

    $12,400

    MR

    Marcus Reid

    Signs off quotes over $10k

    ApproveAsk
    Approved · sent to client
    Sign-offsAsks the right person before anything goes out.
  • PDFInvoice_4471.pdf
    Qty40 units
    Total$12,940 ≠ quote
    Documents
  • Call with Hartley · 12 min
    Send revised quoteTuePS
    Book the deliveryFriMR
    Calls
  • Who owns what

    Quotes over $10kMarcus approvesMR
    DeliveriesPriya schedulesPS
    Client emailsSarah repliesSL
    Never ship before payment clears
    Business mapKnows who owns what and which rules can't bend.
  • ClientStageOwner
    Hartley & CoWonPS
    Brook StreetDeliveryMR
    NorthwindInvoiceSL
    Workspace
  • Intro callThu 14 · 30 min
    10:0011:302:003:30

    Booked · Hartley record ready

    Calendar
  • Order inCheckedApprovedShipped
    Processes
  • New order

    Company

    Hartley & Co

    PO number

    4471

    Forms
  • Hartley & Co portal

    Your orders

    #4471Delivered
    #4402Delivered
    Portals
  • Delivery → Fri 15

    From Sarah's email · 9:14

    Status → Approved

    Marcus · 9:02

    History
  • Order #4471Finance
    DeliveryFri 15
    Margin32%
    Permissions
  • GmailOutlookSlackWhatsAppDrive

    ● Filed from Drive

    You're hereIntegrations
  • Which orders ship late this week?

    Two, both pushed by the client:

    #4471 Hartley & Co → Fri · #4480 Brook Street → Mon

    AskAnswers from your own records.

You don't set it up. We do.

Get started
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Headroom (n.) The distance between where a business operates today and where it could operate at full potential.

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  • CASA Tier 2

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