Make your CRM talk to the rest of your tools
Website forms, messaging, telephony, accounting, ERP and e-commerce. We connect them to your CRM so data moves once and stays correct.
Is this for you?
- Your team copies data from one tool into another every day
- Website enquiries do not reach the CRM on their own
- Invoices and payments live in a tool the CRM cannot see
- A ready-made connector does not exist for your tool
What you get
- An integration map showing what moves where, and when
- Tested connections with error alerts
- Documentation for your team or your next developer
What we do
Where we can help
Website and forms
Enquiries from your site land in the CRM with the right owner.
Accounting and billing
Quotes, invoices and payments tied to the same customer record.
Telephony and messaging
Calls and messages logged against the right contact.
ERP and internal tools
Orders, stock and service records connected to the CRM.
APIs and webhooks
Custom development when ready connectors do not do the job.
Error handling
Logs and alerts, so a failed sync is noticed and can be replayed.
Questions
Good questions on this topic
Do you use ready connectors or build with APIs?
Ready connectors when they do the job. Custom API or webhook work when they do not.
What happens when an integration fails?
We add logging and alerts, so a failed sync is noticed and can be replayed instead of staying silent.
Can you integrate tools from India-specific vendors?
Yes, if the tool has an API or webhooks. Tell us what you use and we will check it on the first call.
Related
You may also need
Workflow automation
Automate lead handover, follow-ups, approvals and status updates.
Learn more →Reporting and dashboards
Reports and dashboards your managers can read without asking for an export.
Learn more →CRM migration
Move your records to a new CRM with a rehearsal in a sandbox before anything goes live.
Learn more →Let's make your CRM work better
Tell us where your current processes are slowing you down. We will discuss your requirements and identify practical improvements for your business. The first call is free, and you speak directly with the person who builds it.