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Systems Integration

Link CRM, WhatsApp, email, spreadsheets and internal tools into one working pipeline.

Systems Integration

The problem

Useful context is scattered across a CRM, a WhatsApp inbox, email threads, and spreadsheets, so any single tool only ever has half the picture.

Approach

Start from the systems already carrying the business and build the connections needed for information to flow between them without manual re-entry.

Examples

  • Linking a customer database with WhatsApp and email so support has the full history, not just the current message
  • Connecting a self-hosted operations platform to reporting tools so summaries pull from live data, not exports
  • Syncing a proposals system with invoicing so accepted work becomes a billable project automatically

What you get

Integrated systems with clear ownership of what reads from where, and where a person reviews the output.