What it connects

Connect the tools that work. Replace the ones you don’t need.

Co-Create CRM™ plugs into the apps small businesses already run on, from QuickBooks to TikTok, and has many of them built in. Fewer logins, fewer bills, and every lead on one contact record.

Connect, or replace

Keep what works. Retire what the hub already does.

Co-Create CRM™ has these built in. If you pay for a separate app to do any of them, you can keep it connected, or let it go and put the money back in your business.

What do you pay for these now?

Monthly, in Canadian dollars. Leave blank what you don’t pay for. Nothing you type leaves this page.

You pay now$0

Co-Create CRM™ Starter$197

Add what you pay to see the difference.

Starter includes $10 USD a month in credits for email, AI and premium actions; texts, calls and extra use draw on credits, and card processing fees apply. Pro is quoted separately. See pricing →

What it connects

The tools you keep, connected

Get paid, keep the books, sell online

Ads and lead capture

Social posting

Reviews

Review requests point to Google Business Profile by default. More than 50 review sites can be added, from Yelp to Healthgrades.

Messages and email

Some connections, like WhatsApp, carry a small monthly platform fee. We tell you before we switch one on.

Google

Calendars and meetings

Practice software, synced

Through a secure sync service we set up and quote with you, not a built-in connection. Contacts, appointments and billing move; charts and notes never do. How clinics connect →

Trades and professional services

Housecall Pro for home services, Clio for law firms.

CRM, email lists and listings

Your team and projects

Your website

On WordPress? More than 170 plugins connect too. See the plugins ↓

Automation and AI

Everything else

Zapier, webhooks and custom API connections reach the rest. Not sure about yours? Ask on a Clarity Call.

Logos are trademarks of their owners, shown only to name the tools we connect with. Logo artwork: Simple Icons and gilbarbara/logos (CC0), and the Cliniko icon from Cliniko's brand assets, used as supplied; feature icons: Lucide (ISC). Letter tiles stand in where no openly licensed logo exists. Jane is a trademark of Jane Software Inc.; Co-Create CRM is not affiliated with, endorsed or sponsored by Jane Software Inc. or any other company named here.

On WordPress?

Your WordPress plugins, connected too

Through our WordPress connector, Co-Create CRM™ also works with more than 170 WordPress plugins. Customers, members, students, form entries and bookings sync to one contact record, and tags in the hub can unlock content on your site.

Online store and payments

WooCommerce, WooCommerce Subscriptions, Easy Digital Downloads, SureCart, CartFlows, FunnelKit, GiveWP and more.

Memberships and communities

MemberPress, Paid Memberships Pro, Restrict Content Pro, BuddyBoss, Ultimate Member, WishList Member and more.

Courses

LearnDash, LifterLMS, Tutor LMS, LearnPress, Sensei, Thrive Apprentice and more.

Forms and lead capture

Gravity Forms, WPForms, Fluent Forms, Contact Form 7, Elementor Forms, Ninja Forms, Formidable Forms and more.

Events, tickets and bookings

Amelia, The Events Calendar, Event Espresso, BookingPress, LatePoint, WooCommerce Bookings and more.

Page builders

Elementor, Gutenberg, Divi, Beaver Builder, Bricks, Oxygen and more.

Affiliates and automation

AffiliateWP, Pretty Links, Uncanny Automator, AutomatorWP, OttoKit and more.

Content, languages and community

Advanced Custom Fields, WPML, Weglot, GamiPress, bbPress and more.

See all 172 plugins

Online store and payments

Cancellation Survey for Woo Subscriptions, CartFlows, Easy Digital Downloads, EDD Recurring Payments, EDD Software Licensing, FluentCart, FunnelKit, Gifting for WooCommerce Subscriptions, GiveWP, LaunchFlows, Paymattic, Product Add-Ons for WooCommerce, RestroPress, Studiocart, Sublium Subscriptions, Subscriptions for WooCommerce, SureCart, Upsell Plugin, WooCommerce, WooCommerce All Products for Subscriptions, WooCommerce Deposits, WooCommerce Gravity Forms Product Add-ons, WooCommerce Payment Plans, WooCommerce Payments, WooCommerce Product Options, WooCommerce Shipment Tracking, WooCommerce Smart Coupons, WooCommerce Subscriptions, WP Crowdfunding, WP Simple Pay, WP Software License, WP Ultimo, WPPizza, YITH WooCommerce Multi Vendor

Memberships and communities

AccessAlly, ARMember, Blockli Streamer, BuddyBoss, BuddyPress, Content Control, FluentCommunity, MemberDash, MemberMouse, MemberPress, Members, Paid Memberships Pro, PeepSo, PilotPress, Profile Builder Pro, ProfilePress, Restrict Content Pro, s2Member, Simple Membership, SureMembers, Teams for WooCommerce Memberships, Toolset User Forms, Ultimate Member, User Meta, UserPro, Users Insights, UsersWP, WishList Member, WooCommerce Memberships, WP User Manager, WP-Members

Courses

Academy LMS, AccessAlly, CoursePress, eLearnCommerce, LearnDash, LearnPress, LifterLMS, MasterStudy, Memberoni, Parent and Student Access For LearnDash, PressPrimer Quiz, Quiz and Survey Master, Sensei, SureDash, Thrive Apprentice, Tutor LMS, Uncanny LearnDash Groups, WISDM Group Registration for LearnDash, WP Courseware, WPComplete, WPLMS

Forms and lead capture

Caldera Forms, Contact Form 7, Convert Pro, Elementor Forms, Fluent Forms, Formidable Forms, Forminator, Gravity Forms, Gravity PDF, GravityView, Ninja Forms, Piotnet Forms, SureForms, Thrive Leads, WPForms, WS Form

Events, tickets and bookings

Amelia, BookingPress, Event Espresso, EventON, Events Manager, FluentBooking, FooEvents, LatePoint, Modern Events Calendar, Salon Booking, Simply Schedule Appointments, The Events Calendar / Event Tickets, Tickera, WooCommerce Appointments (BookingWP), WooCommerce Bookings, WP Booking System, WP Event Manager, WP Travel Engine, YITH WooCommerce Booking

Page builders

Beaver Builder, Breakdance, Bricks, Divi, Elementor, Gutenberg, Oxygen, Thrive Architect, WPBakery Page Builder

Affiliates and automation

Affiliates: AffiliateWP, ClickWhale, Pretty Links, SliceWP, Solid Affiliate, ThirstyAffiliates, WP Affiliate Manager. Automators: AutomatorWP, Bit Integrations, OttoKit, Thrive Automator, Uncanny Automator.

Content, languages and community

Content: Advanced Custom Fields, Download Manager, Download Monitor, FacetWP, If Menu, If-So, JetEngine, Meta Box, Toolset Types, WP All Import. Multilingual: GTranslate, TranslatePress, Weglot, WPML. Gamification: BadgeOS, GamiPress, myCRED. Forums: bbPress, wpForo. Other: Advanced Ads, Ahoy, Document Library Pro, GeoDirectory, HollerBox, Object Sync for Salesforce, Popup Maker, Presto Player, Share Logins Pro, WP E Signature, WP Job Manager, WP Remote Users Sync.

Plugin names are trademarks of their owners. What syncs depends on the plugin and your site, so we check yours on a Clarity Call before you rely on it.

Before you switch

Not sure your tool connects?

Some connect in a click. Others need a custom connection we scope and quote. Either way, we tell you before you spend a dollar.

One hub, your tools

Sign up for Starter today, or talk it through on a free 30-minute Clarity Call.