Connect customer management (CRM) with finance and operations (ERP). We work around the systems you use, including Salesforce, Microsoft Dynamics or Odoo.
Discuss your business systemsExplore the work and the deliverables we can scope together.
Shape the way accounts, opportunities and service records move through your team.
Carry customer information between your CRM, ERP and the software your business already uses.
Help the next person start with the right information when a sale or service interaction moves forward.
Let an assistant retrieve relevant customer context and prepare a response or next step for review.
Your industry shapes the data, permissions and review process. These examples explain possible approaches; they are not client case studies.
No replacement is assumed. We start with the applications you use and the handoff that needs to improve. The scope may be a change inside one system, an integration between systems or a custom application alongside them.
A project can connect customer records, prepare delivery work after a sale or pass approved updates to finance and operations. We agree which system owns each field, what triggers an action and how the team handles missing or conflicting information.
Matching rules, duplicate protection and recovery belong in the integration scope. Tests should cover retries, partially completed handoffs and conflicting changes. Your team needs to distinguish a completed update from one that still needs attention.
Name the systems involved and describe one handoff that takes too much manual work. Include who owns it, what information moves and what a successful result looks like. You do not need API documentation or a finished technical specification to start.
A rough description is enough. If you have technical requirements, bring those too.
Discuss your business systemsBrowse platforms & integrations