CRM & Integrations
Make your tools actually talk to each other. We connect your systems so data flows automatically and your team stops copy-pasting between platforms.
What We Build
You're paying for powerful tools but they don't work together. Your team wastes hours moving data between systems, and something always falls through the cracks. We fix that.
CRM Setup and Optimization
Your CRM should be the source of truth for your business. We set it up properly, clean up the mess, and make sure it actually works the way you need it to.
What this means
- Pipeline stages that match your actual sales process
- Custom fields that capture what matters
- Automations that move deals forward without manual work
- Data that's accurate and up to date
System Connections
Your CRM, email platform, forms, accounting software, and everything else should share data automatically. We build the connections that make your stack work as one system.
What this means
- New leads flow into your CRM automatically
- Customer data syncs across all platforms
- No more copy-pasting between tools
- Changes in one system update everywhere
Automated Handoffs
When a lead becomes a customer, when a deal closes, when a project kicks off, the right things should happen automatically. We build the handoffs so nothing gets dropped.
What this means
- Sales to operations handoffs without manual work
- Automatic task creation when deals move stages
- Notifications to the right people at the right time
- Nothing falls through the cracks
Dashboards and Reporting
You shouldn't have to check five tools to know what's happening. We build dashboards that pull data from across your stack and show you the truth in one place.
What this means
- Real-time visibility into pipeline, revenue, and operations
- Data from multiple sources in one view
- Reports that generate automatically
- No more digging through spreadsheets
The Problems This Solves
"My team is copy-pasting data between five different tools."
Connections that sync data automatically. Enter it once, it shows up everywhere.
"Our CRM is a mess and nobody trusts the data."
Cleanup, proper setup, and systems that keep it accurate going forward.
"Leads come in but nobody follows up fast enough."
Automatic routing and notifications. Leads get to the right person instantly.
"Things fall through the cracks when deals close or projects kick off."
Automated handoffs that trigger the right actions without anyone remembering to do it.
"I have no idea what's happening without asking three people."
Dashboards that show you pipeline, revenue, and operations in one place. Real-time, no digging.
Systems We Work With
We've connected hundreds of tools. Here are some of the most common.
CRMs
HubSpot, Salesforce, Pipedrive, Go High Level, Zoho, Monday.com
Mailchimp, ActiveCampaign, Klaviyo, ConvertKit, Gmail, Outlook
Forms
Typeform, JotForm, Gravity Forms, Google Forms, Webflow
Accounting
QuickBooks, Xero, FreshBooks, Wave
E-commerce
Shopify, WooCommerce, BigCommerce
Project Management
Asana, ClickUp, Notion, Basecamp
Communication
Slack, Microsoft Teams, Twilio
And more: If it has an API, we can probably connect it. If you don't see your tool, ask.
How We Work
Audit
We map out your current tools, how data flows (or doesn't), and where things break down. We find the gaps and the opportunities.
Plan
You get a clear plan for what we'll connect, how data will flow, and what changes when it's done. No surprises.
Build
We build the connections, set up the automations, and test everything. We make sure it works before you rely on it.
Train and Support
We show your team how it works and document everything. You're not dependent on us to understand your own systems.
Timeline: Most integration projects take 2-4 weeks depending on complexity. We'll give you a specific timeline in your proposal.
What Clients Have Achieved
Modern Bungalow
Shopify orders automatically trigger the right customer emails across 9 different scenarios. Zero manual work.
CR Deals Cincinnati
Product data flows from inventory to listings to social channels automatically. 3,000 products monthly without bottlenecks.
Kingfisher Ads
Ad spend data from Meta and Google pulls automatically into reporting. Monthly process cut from 2-4 hours to 15 minutes.
Ready to Talk?
If your tools don't talk to each other and your team is wasting time on manual data work, let's figure out what's possible. We'll look at your current stack, find the gaps, and show you what connected systems could look like.