Integrations Directory 
GUIDEcx
GUIDEcx is a CRM software designed to help businesses manage customer relationships efficiently.
- Users
- Contacts
- Leads
- Opportunities
- Accounts
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Daily Operations Checklist
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Module:Operations
Entity:Operations Task / Checklist
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Demo/Free Trial Request
Allow users to request product demos or free trials, signaling strong buying intent.
Module:Sales
Entity:Contact
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Disciplinary Action
Record formal warnings or corrective actions taken against employees.
Module:Human Resources
Entity:Employee Record / Incident
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Budget Request/Approval
Request and approve budgets for projects, departments, or initiatives.
Module:Finance & Accounting
Entity:Custom Entity
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