SV-43 / SERVICES
Connect your CRM to the rest of your business
A CRM is only as useful as the data inside it. When it is disconnected from your website, billing, support desk and marketing tools, people re-enter information, miss updates and make decisions on incomplete pictures.
A CRM is only as useful as the data inside it. When it is disconnected from your website, billing, support desk and marketing tools, people re-enter information, miss updates and make decisions on incomplete pictures. Integration keeps systems in step, so every team sees the same customer.
What’s included
- Integration planning: data flows, ownership, conflict rules and frequency
- Connections to email, calendar, telephony and messaging tools
- Marketing platforms, forms, advertising and analytics
- Accounting, billing and payment systems, including invoice and subscription sync
- E-commerce platforms, support desks and project tools
- Data warehouse and reporting integrations
- Custom API, webhook and middleware development where off-the-shelf connectors fall short
- Monitoring, error handling and reconciliation
Best for
Businesses with data scattered across tools, teams manually transferring information, and companies adding or replacing systems.
How we work
- Map systems and data flows. 2) Design the integration. 3) Build and test with real data. 4) Monitor and maintain.
What you receive
Working integrations, data-flow documentation, monitoring and a runbook.
The result
One consistent customer record, and less time spent keeping systems aligned.
Frequently asked questions
Do we need custom development, or will connectors do?
Often connectors are enough. We recommend custom builds only where they give a clear benefit.
How do you prevent duplicate or conflicting records?
We define a source of truth for each field and add matching and validation rules.