Solutions · CRM Integrations
Your CRM should work for you.
Not the other way around.
Most CRMs are graveyards of half-filled records and forgotten deals. We connect, clean and automate yours so it becomes the operating layer your sales and ops teams actually run on — every day.
62%
Faster deal cycles
0.3s
Sync latency
200+
CRMs integrated
The CRM problem
Your CRM is only as good as the data inside it.
Six patterns we see in almost every CRM audit — and the reason your team trusts spreadsheets more than the system you pay for.
01
Messy, duplicate data
Three versions of the same contact, half of them missing an email. Reports built on sand.
02
Disconnected tools
Your CRM, inbox, calendar and billing tool don’t talk. Your team retypes everything.
03
Slow, manual updates
Deals stuck in old stages. Nobody logs calls. Your pipeline is fiction by Friday.
04
No signal, no reports
Leadership asks “what happened this month” and gets four different answers.
05
Follow-ups fall through
Warm leads go cold because no one owns the next step in the system.
06
Low rep adoption
Reps log data in spreadsheets and personal notes because updating the CRM feels like busywork, not their job.
Before & after CRM automation.
Deal history is scattered across inboxes, spreadsheets, and sticky notes — reps show up to calls working from half the picture, or the wrong version entirely.
- Reps retype the same contact into 3 tools every week
- Deals sit in old stages until someone remembers to move them
- Calls and emails live in inboxes, not on the record
- Leads never make it into your CRM
- Every touchpoint auto-logs against the right deal and contact
- Stages advance the moment a booking, invoice or reply happens
- One clean source of truth for sales, ops and finance
- Warm conversations handed to a human at the right moment
Example workflows
Automated CRM workflows we build.
Six of the highest-leverage builds we ship in almost every engagement — each one live in your CRM within two weeks.
Lead intake
Web form → enriched contact → owner assigned
Every inbound form auto-enriches with company data, dedupes against existing records and routes to the right rep in under 10 seconds.
Deal hygiene
Stale deals move themselves
Deals untouched for 7 days ping the owner, and after 21 days move to a nurture sequence — automatically, no manager reminders.
Meeting logging
Calls & meetings on the record, always
Aircall, Zoom and Google Meet transcripts land on the right deal with a summary and next-step task written for the rep.
Revenue sync
Won deal → invoice → renewal reminder
Closing a deal in the CRM instantly creates the invoice in Stripe and schedules the renewal touchpoint 60 days before end of term.
Reporting
Live pipeline & forecast dashboards
Leadership dashboards refresh on write, not overnight. Forecast, coverage and rep activity in one view, exportable to the board pack.
Data quality
Weekly dedupe & enrichment sweep
A scheduled job merges duplicates, backfills missing fields and flags anomalies before they poison your reports.
The Transformation
We connect your CRM to everything else.
Every touchpoint ends up on the right record — inbox, calendar, payments, support. No copy-paste, no orphaned leads.
Twilio / MessageBird
HubSpot / Pipedrive
Google Calendar
ServiceM8 / Jobber
Stripe
Make
Shopify
OpenAI / Claude
Don’t see your tool? If it has an API, we integrate it.
Ready to unlock your CRM's potential?
Book a 30-minute CRM audit. We’ll map your stack, surface the friction and tell you honestly what a proper CRM integration would unlock in the next 90 days.
