API & Integrations

Streamline more of your business platforms

Clearview’s InFocus API management layer allows you to knit together formerly disparate parts of your business into a central location where you can visualize and manage your AE firm’s health. You can also automate workflows between systems, using InFocus as the hub for sending and receiving data. These capabilities make InFocus a true organizational nervous system for guiding, assessing and repairing the overall growth and wellness of your business.

Our project-based ERP is a powerful tool built to grow with your organization and other technologies. It’s your data. You should be able to seamlessly move it across your firm’s operations in order to keep information organized, clean and accessible. From payroll systems to marketing platforms, we help simplify your workflows.


Sample of Current Integrations

DocuSign|Asana | Newforma | Cosential | ADP | Slack | Paychex | OpenAsset | HubSpot | Ceridian

Wufoo | Client Feedback Tool | Pensoft | GoFormz | BambooHR | Float | Google Calendar


Sample of Planned Integrations

Microsoft Office365 | Constant Contact | MailChimp | Concur | Microsoft Teams

Zapier | Pipedrive | ZohoCRM | TonicDM