Integrations
Connect
Your Entire Stack
Vantage connects to the tools your operation already uses — and replaces the ones that don't pull their weight. Every integration runs through a typed adapter layer, so you're never locked in.
Communications
WebRTC softphone, call recording, TCPA-compliant click-to-call
Two-way SMS with TCPA consent tracking and opt-out management
Secondary SMS carrier and number porting support
SIP trunk and enterprise voice routing
Payments & Billing
Recurring billing, commission payouts, and Stripe Connect for advisors
Multi-party payouts for advisor commission disbursement
Direct bank transfer payout for large commission batches
E-Signature & Documents
Native e-signature for applications, disclosures, and consent forms
Push documents to DocuSign and pull status back into contact records
Enterprise e-sign workflow for complex multi-signer agreements
Email & Marketing
Transactional and lifecycle email delivery with open/click tracking
List sync for nurture campaigns and community announcements
High-deliverability transactional email for time-sensitive comms
High-volume email delivery alternative
CRM & Data
Bidirectional contact and opportunity sync for enterprise hybrid deployments
Contact sync and pipeline bridge for agencies transitioning to Vantage
Data migration and ongoing sync during transition periods
Bulk lead import and full data export at any time
Analytics & Compliance
Product analytics, feature flags, and session recording for platform operators
Structured logs and traces for enterprise compliance and observability
Marketing attribution for public-facing pages
For Developers
Open API. Any Connection.
REST API
Full CRUD access to contacts, leads, deals, events, and commissions. JSON, OpenAPI spec included.
Webhooks
Real-time event push to any endpoint: deal created, call ended, commission paid, RSVP submitted.
White-Label SSO
SAML 2.0 and OIDC for enterprise single sign-on. Tenant isolation by domain or subdomain.
API Key Management
Scoped API keys per integration. Read-only, write, or admin scopes. Rotatable without downtime.
Vendor-Agnostic by Design
Every integration runs through a typed adapter layer. Switching from Twilio to Bandwidth, or DocuSign to Adobe Sign, is a configuration change — not a replatform. You're never locked to a vendor.
Need a Custom Integration?
Our adapter pattern makes custom integrations straightforward. Talk to us about your stack.