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CRM & integrations
Connect the tools. Keep the business moving.

Bring CRM, ERP and operational platforms into a more connected workflow. Reduce duplicate work and make handoffs easier to trust.

WHEN THIS IS THE RIGHT CONVERSATION

Who this is for

Sales, operations and finance teams that need consistent information across the systems they already use.

Does this sound familiar?

  • People enter the same information in multiple tools.
  • Teams disagree about which record is current.
  • Silent integration failures create downstream problems.
BUILT AROUND YOUR BUSINESS

Move forward
with clarity.

CRM & ERP systemsAPI integrationData & reporting

We begin with the business handoff, then design the integration around it. The work includes permissions, data quality, retries and the less visible details that make a connection dependable.

What we’re working towards

A connected operational picture, with clear ownership of the data and the workflow.

FROM PLAN TO PRACTICE

What an engagement
can include.

  • System map and source-of-truth decisions
  • Data mapping, API specifications and access requirements
  • Tested integrations, validation and failure handling
  • Monitoring, reconciliation and operating documentation

The final scope, deliverables and timeline are agreed with you before work starts.

LET’S FIND THE RIGHT START

Questions worth
asking together.

  1. Which information is duplicated across your systems?
  2. Where should each record be owned?
  3. Who needs to know when a connection fails?
Discuss crm & integrations
FROM CAPABILITY TO APPLICATION

What we could
build together.

Examples of possible project scopes. The right solution depends on your users, systems and requirements.

01 / POSSIBLE APPLICATION

Lead-to-delivery workflows

Connect enquiries, CRM stages and project handoffs so responsibilities and required information stay visible.

02 / POSSIBLE APPLICATION

CRM, ERP & API integration

Map records and permissions, connect supported APIs and design safe retry behaviour for interrupted synchronisation.

03 / POSSIBLE APPLICATION

Reporting & data foundations

Create dependable data flows and clearly defined metrics so reporting reflects the same operational reality across teams.

A CONSIDERED APPROACH

The details
worth getting right.

We make important decisions visible before they become expensive assumptions.

  1. Name the authoritative system for each field and record.
  2. Check API limits, access permissions and vendor support boundaries.
  3. Plan validation, reconciliation and alerting for failures.
MEASURES TO AGREE, NOT PROMISED RESULTS

Define the baseline. Decide what better looks like.

Data completenessDuplicate recordsSync failuresHandoff time
BETTER TOGETHER

The connected expertise.

AI & automationCustom softwareDigital growth
BEFORE WE BEGIN

Good questions.
Straight answers.

A little clarity before your next big decision.

Ask us something else
Can we start without a detailed specification?

Yes. Bring the business problem, the people affected and any existing systems. A discovery engagement can turn those inputs into a prioritised scope, a prototype and delivery options. You do not need a finished technical brief to start a conversation.

Can you improve our existing software rather than replace it?

Yes. We start with the current code, integrations and operational constraints. A staged improvement may be more appropriate than a rebuild. The recommendation should explain the tradeoffs, migration risks and what can remain in place.

How are cost and timelines agreed?

We estimate against scope, dependencies and acceptance criteria. The proposal makes assumptions, exclusions and responsibilities visible. Any change in scope should be discussed before it changes the delivery commitment. We do not publish a one-size-fits-all price or timeline.

How do you approach AI accuracy and sensitive data?

We define what the system may access, how output is evaluated and when a person must review it. Data permissions, model-provider terms, operating costs and failure handling are part of discovery. AI output is not treated as automatically correct.

Will our team have access to the code and documentation?

Repository access, intellectual property, third-party licences and handover deliverables are agreed in the contract. Our proposed delivery approach includes setup instructions, architecture decisions and operating documentation so ongoing ownership is clear.

LET’S BUILD SOMETHING THAT MATTERS

Let’s talk about crm & integrations.

Tell us what is happening today, what you want to change and the constraints that matter. We’ll help shape the next step.

Discuss your project