Your tools, finally talking.
We build inside the CRM, ERP, inbox and phone system you already use. No new platform to buy, nothing for your reps to learn. These are the systems we connect most often; if yours isn't listed, ask.
CRM
HubSpot
Quote follow-up tasks, deal stages, activity logging and ERP data on the company record.
Salesforce
Opportunities and quotes synced from your ERP, follow-up flows and win/loss fields.
Pipedrive
Deals and activities created from quotes, with automatic email logging.
Zoho CRM
Quote tracking, follow-up tasks and order history on the account.
ERP and accounting
NetSuite
Estimates, sales orders, invoices and customer records, read and synced to your CRM.
Epicor
Quotes and orders from Epicor Kinetic, Prophet 21 and Eclipse, matched to CRM accounts.
SAP Business One
Sales quotations, orders and business partners synced with your CRM.
QuickBooks and Xero
Estimates, invoices and customer balances visible to sales.
Acumatica and Microsoft Dynamics
Quotes, orders and accounts connected through their APIs.
Email, phone and messaging
Outlook and Gmail
Quotes and RFQs read from shared inboxes, and emails logged to the right deal.
Twilio and VoIP systems
Calls logged with summaries, and call tasks created from quotes.
Slack and Teams
Alerts for stale quotes, overdue reorders and failed syncs.
Spreadsheets and automation
Excel and Google Sheets
Existing trackers imported, or kept and connected while you move off them.
n8n, Zapier and Make
We use or extend your existing automations, and move them to code when they outgrow the tool.
Common questions.
Do you use off-the-shelf connectors?
When a marketplace connector covers what you need, we use it and configure it properly. When it doesn't, for example custom price levels, ship-to accounts or quote revisions, we build the missing part against the systems' APIs.
Which system wins when data conflicts?
We agree a system of record for every field before building. Usually the ERP owns orders, pricing and invoices, and the CRM owns contacts, activities and pipeline.
Who owns the integration when you're done?
You do. The code, the accounts and the documentation are yours. We can run it for you on a monthly plan, or hand it to your team.
Twenty minutes. Three automations. Your numbers.
We walk through how inquiries, quotes and follow-ups move through your team and name the three automations that would pay back fastest. If nothing is worth automating, we say so.
Book a free review