Integrations & automation

A custom CRM earns its keep by talking to everything else. We build reliable, monitored, two-way integrations — not brittle copy-paste connectors.

Conversations logged automatically, sent from inside the CRM, threaded per contact.

Gmail / Google WorkspaceOutlook / Microsoft 365WhatsApp BusinessTwilio (calls & SMS)SlackMicrosoft Teams

Deals become invoices without retyping; payment status flows back to the record.

QuickBooksXeroStripeRazorpayTallyZoho Books

Every lead source lands in one queue with attribution intact.

Google AdsMeta Lead AdsMailchimpLinkedIn Lead GenWebsite formsLanding page builders

The CRM hands off cleanly to the systems that fulfill the work.

DocuSignShopifySAP / ERP systemsGoogle DriveZapier / MakeYour internal APIs

Built to be trusted

Integration engineering, not duct tape

Anyone can connect two APIs on a good day. The difference shows when a token expires or a service is down at 2 a.m.

We map your repetitive steps during discovery, then build them into the system:

trigger: stage = "won"
→ xero.create_invoice(deal)
→ slack.notify(#sales-wins)
→ tasks.assign(onboarding_checklist)

Book a free 45-minute consultation with a senior CRM architect. You'll leave with a clear recommendation — even if it's not us.