CRMs We Integrate
- Salesforce — Sales Cloud, Service Cloud, Marketing Cloud, Einstein AI, Flow, Apex customization.
- HubSpot — Marketing Hub, Sales Hub, CMS, Operations Hub, custom apps on the HubSpot API.
- Zoho — Zoho One suite, Zoho CRM, Creator, Deluge customization, Zoho Flow automations.
- Microsoft Dynamics 365 — Sales, Customer Service, Power Platform extensions.
- Pipedrive, Freshsales, Monday, Copper — full API integration and workflow automation.
- Custom CRMs — we'll integrate whatever you use, including in-house systems.
What We Build
1. Data Pipelines & Sync
Two-way sync between your CRM and data warehouse, marketing tools, billing, support, and product databases. Clean, deduplicated, real-time.
2. Workflow Automation
Lead scoring, routing, follow-up sequences, task creation, notification rules, handoffs between teams. Built on native CRM automation plus custom code where needed.
3. AI-Enriched CRM
Auto-transcribe sales calls, summarize threads, draft follow-ups, suggest next best actions, and score intent — powered by LLMs. We wire AI directly into your CRM so reps see it inside their existing workflow.
4. Custom Dashboards & Reporting
Pipeline visibility, cohort analysis, conversion funnels, forecasting — tailored to how you actually measure the business.
5. Migration & Consolidation
Moving from one CRM to another, or merging multiple instances after an acquisition. Zero data loss, zero downtime, audit trails at every step.
How We Engage
- 📋 Discovery — we audit your current CRM state, data quality, and bottlenecks.
- 📐 Blueprint — we map the integration, data flows, and automation to your revenue goals.
- ⚙️ Build — integrations, flows, dashboards, custom apps. Everything documented.
- 🚀 Launch & train — go-live support, training videos, and runbooks for your admins.
- 🔧 Ongoing — retainer for tuning, new features, and quarterly health checks.