Hours a week
Copying between tools
Someone is the human API between your CRM, your inbox and a spreadsheet. That is a salary, spent on retyping.
CRM & integrations
One customer. One history.
Implementation, migration and the integrations that stop your team retyping the same person twice.
What it costs you now
Your team is the integration.
Every handover
Context gets lost
Sales knows one thing, support knows another, and the customer explains themselves twice.
Every report
Built by hand
If the number takes a morning to assemble, nobody checks it weekly — so nobody acts on it.
How it actually works
What a connected business looks like.
A request arrives once and stays understood everywhere.
- 01 Capture Site, ad, call, agent
- 02 Record One place, one history
- 03 Route To the right person
- 04 Report Numbers that refresh
A request arrives from your site, an ad, a phone call or the voice agent.
Illustration of the workflow. Runs in your browser; submits nothing.
What the first phase looks like
Connected in weeks, not quarters.
Week 1
Map what you have
Every tool, every field, every place a customer record currently lives. Usually more places than expected.
Week 2–3
Join the critical path
The one journey that matters most — usually lead to close — wired end to end and tested with real data.
Week 4
Migrate and train
Data moves across with a rollback plan, and your team is trained on the version they will actually use.
- Integration map of your stack
- Configured CRM in your account
- Data migration with rollback
- Routing and automation rules
- Reporting dashboard
- Team training session
Start here
Tell us what needs connecting.
Name the tools you use. We map what talks to what, and what it would take to join them.
- No account needed
- A person reads every brief
- We never auto-quote