IT consulting
Stop typing the same information twice
Quotes, invoices, schedules and customer records often live in tools that do not talk to each other. We connect them and automate the repetitive steps, so your team spends time on customers rather than copy and paste.
- Best for
- Teams juggling five or more software tools
- Starts with
- A systems map
- You receive
- Connected tools and documented automations
What systems integration and automation includes
Each engagement is scoped to your business. These are the pieces most clients choose.
Systems map
A diagram of every tool you use, what data it holds and where it should flow.
CRM setup
A customer relationship system configured around your sales process, with clean imported data.
Integrations
Connections between your CRM, accounting, scheduling, forms and e-commerce tools.
Workflow automation
Automatic follow-ups, reminders, approvals and reports that run on their own.
Documentation and handover
Every automation documented so your team can maintain or change it.
Signs it is time
If two or more of these sound familiar, a conversation is worth an hour of your week.
- Someone spends hours a week moving data between spreadsheets.
- Leads get lost between the inbox and the calendar.
- Invoices go out late because job details live elsewhere.
- You bought a CRM that nobody uses.
How it runs
The same four steps, whatever the size of the project.
Free consultation
A 45-minute conversation about where things stand and what you want to change.
Scope and fixed quote
A written proposal with deliverables, timeline and price. No surprises later.
The work
We do the work with your team, sharing drafts early so you can steer.
Handover and follow-up
Everything documented, your team trained, and a check-in 30 days later.
Systems integration: common questions
Something else on your mind? Call 747-256-5767 and ask.
Which platforms do you work with?
Common ones include HubSpot, Zoho, Salesforce, QuickBooks, Square, Shopify, Google Workspace, Microsoft 365, Zapier and Make.
What if something breaks later?
Automations are documented and monitored. Support is available as part of a monthly plan or by the hour.
Often paired with
Other it consulting services clients add once this work is under way. See all services.
Talk through systems integration and automation with us
A free 45-minute consultation. You leave with a short written summary of what we would do first, whether or not you hire us.
Book a consultation