Your Tools. Our Tools. One Integrated Operation.

Already have tools that work for you? Great—we'll integrate them. Need to fill gaps? Our free software stack covers CRM, project management, team chat, automation, analytics, and AI. Either way, FirmDesk meets you where you are.

Bring Your Own Tools

Love your current CRM? Keep it. Happy with Slack? We'll work with it. FirmDesk integrates with the tools you already use so nothing gets disrupted.

Or Use Ours — Free

Need to fill gaps or cut SaaS costs? Our stack is free to deploy. No per-user pricing, no license fees, no lock-in.

Everything Connected

Whether you're mixing your tools with ours or running the full stack, data flows automatically between systems. No more copy-paste between apps.

Built for How You Work

We don't force a workflow on you. We configure around your firm's processes — pipeline management, project delivery, time tracking, and client billing — the way you already do them.

Recommended Paid Tools

We integrate with the best-in-class tools for accounting, payroll, and HR. Use what you already have or let us set you up.

QuickBooks Online

Accounting & Billing Paid

The accounting backbone of your operation. FirmDesk connects directly to QBO to automate invoicing, payment tracking, AR management, and financial reporting — so your books stay current without the manual work.

Integrations: Automated invoicing, payment reminders, AR dashboards, CRM sync
Cost: $30-200/month (your existing subscription)

Xero

Accounting & Billing Paid

Cloud accounting with beautiful reporting and unlimited users. FirmDesk integrates with Xero for invoicing, expense tracking, bank reconciliation, and financial dashboards — a great fit for firms that prefer Xero over QuickBooks.

Integrations: Automated invoicing, bank reconciliation, expense management, CRM sync
Cost: $15-78/month (your existing subscription)

Gusto

HR & Payroll Paid

Payroll, benefits, and HR in one place. FirmDesk integrates with Gusto to automate employee onboarding, payroll processing, and compliance — keeping your people operations running smoothly alongside everything else.

Integrations: Payroll automation, onboarding workflows, team directory sync
Cost: $40 + $6-12/employee/month

Rippling

HR, Payroll & IT Paid

Unified HR, payroll, benefits, and IT management. FirmDesk integrates with Rippling for employee lifecycle automation, device management, and app provisioning — ideal for firms that want HR and IT in one platform.

Integrations: Payroll automation, employee onboarding, app provisioning, team sync
Cost: $8+ /employee/month

Free Tools — Included with FirmDesk

No per-user pricing. No license fees. These tools are included at no extra cost with every FirmDesk plan, professionally configured and fully integrated.

FirmDesk CRM

CRM & Project Management Free

Purpose-built CRM and project management for professional services. Manage your pipeline, track opportunities, deliver projects with Kanban, Gantt, and timesheet views. Inline editing, saved views, CSV export, and embedded Metabase analytics—all designed for how PS firms actually work.

Alternative to: Salesforce, HubSpot, Jira, Asana, Monday
Typical SaaS cost: $35-170/user/month → Free with FirmDesk

Mattermost

Team Communication Free

Secure team messaging with channels, threads, and integrations. Keep conversations organized by client, project, or topic.

Alternative to: Slack, Microsoft Teams
Typical SaaS cost: $8-15/user/month → Free with FirmDesk

Activepieces

Workflow Automation Free

Visual workflow automation connecting your tools. Automate data sync, notifications, client onboarding, and reporting.

Alternative to: Zapier, Make, Workato
Typical SaaS cost: $20-100+/month → Free with FirmDesk

Windmill

Scripts & Internal Tools Free

Run scripts, build internal tools, and create custom workflows. Handle complex automation that visual builders can't.

Alternative to: Custom development, Retool
Typical SaaS cost: Variable (dev time) → Free with FirmDesk

Metabase

Analytics & Reporting Free

Business intelligence and dashboards. Visualize project status, financials, utilization, and KPIs across your operations.

Alternative to: Tableau, Looker, Power BI
Typical SaaS cost: $70-500/user/month → Free with FirmDesk

Infrastructure

Foundation Free

Enterprise-grade infrastructure: Traefik for routing and SSL, PostgreSQL for data, Redis for caching. Secure, reliable, performant.

  • Automatic SSL certificates
  • Unified authentication
  • Automated backups
  • Monitoring & alerts

Works With What You Already Use

Keep your current tools and we'll connect them. FirmDesk bridges the gaps between your existing software so everything works together.

Accounting

  • QuickBooks Online
  • Xero
  • FreshBooks

Productivity

  • Google Workspace
  • Microsoft 365
  • Notion

HR & Payroll

  • Gusto
  • Rippling
  • BambooHR

Communication

  • Google Meet
  • Zoom
  • Calendly

Ready to Get Your Operations Connected?

Whether you're bringing your own tools or starting with our free stack, we'll help you build an integrated operation that fits how your firm works today.

Book a Discovery Call

Want us to handle everything? Learn about our implementation services.