HubSpotCRM & Marketing
Pipeline setup, contact workflows, deal automation, and custom property mapping.
CRM Development
& Integrations
Stop re-entering data. We connect your CRM, billing, and operations tools into a single source of truth — built to your workflow, not a vendor template.
Is this you?
Signs your CRM situation needs attention
Most integration problems aren't CRM problems — they're data flow problems. We've seen the same patterns across dozens of small business engagements.
Talk through your setup- Your team re-enters the same data in multiple tools
- Leads fall through because handoffs aren't automated
- You can't trust your pipeline data because it's manually updated
- Your CRM doesn't reflect your actual sales process
- A new tool needs to talk to five existing ones
- You outgrew your current CRM and need a custom solution
Platforms we work with
Deep expertise across the tools your business already uses
SalesforceEnterprise CRM
Object modeling, Flow automation, API-connected external data, and report dashboards.
MailchimpEmail Marketing
Audience sync, tag-based segmentation, and triggered campaign flows from your app events.
StripeBilling & Payments
Subscription management, webhook-driven status updates, and revenue data synced to your CRM.
Zapier / MakeAutomation Layer
Cross-platform triggers for teams not yet on custom infrastructure — with a clear migration path.
Custom CRMBuilt from Scratch
When off-the-shelf tools don't fit, we design and build a CRM to your exact workflow.
What we build
Integration deliverables that run in production
Not prototypes. Not one-off scripts. Production-grade pipelines with monitoring, error handling, and documentation your team can own.
Data sync pipelines
Bi-directional sync between your CRM, billing system, and internal tools — with conflict resolution and audit logging built in.
Workflow automation
Automated lead routing, deal stage triggers, follow-up sequences, and notification rules that run without manual intervention.
Custom dashboards
Sales pipeline views, revenue forecasting, and operational reports built directly into your CRM or as a standalone interface.
Data migrations
Clean, validated migrations from spreadsheets, legacy CRMs, or siloed databases — with rollback plans and zero data loss.
Ongoing sync maintenance
API changes break integrations. We monitor, update, and maintain your pipelines so you never wake up to a broken sync.
Event-driven triggers
Real-time webhooks that fire on contract signatures, payments, form submissions, or any business event you define.
How we do it
A process built around your data, not ours
01
Workflow audit
We map your current sales, operations, and billing workflows to identify where data gets lost, duplicated, or manually re-entered.
02
Integration architecture
We design the data model, sync direction, conflict resolution rules, and API authentication before writing a single line of code.
03
Build and test
Integrations are built in a staging environment against real data shapes, then tested with edge cases before touching production.
04
Cutover and training
We coordinate the go-live, document every workflow, and train your team so the handoff doesn't create a support backlog.
05
Monitored support
We watch the pipelines, respond to webhook failures, and keep integrations updated as third-party APIs evolve.
Ready to Build
Let's plan your rollout
Share your roadmap and we’ll translate it into a technical plan covering architecture, delivery schedule, and long-term ownership.
- 30-minute discovery call with engineering and strategy
- Detailed scope, timeline, and budget ranges
- Ongoing partnership with 24/7 managed support
Project BriefReviewing
Timeline8–12 weeks
Support24/7 managed
Discovery
Build
Launch