The back office, connected.
Your CRM, accounting package, HR system and support desk, integrated and automated so a new customer does not get entered four times by four different people.
- No double entry
- one record, everywhere
- Automated
- the handoffs between systems
- Your tools
- we work in what you own
Who this is for
You probably need this if…
01
A new customer is entered four times
Sales enters them, finance enters them, support enters them, operations enters them. Three of those are transcription errors waiting for their moment.
02
Approvals happen in email
Somebody forwards a thread to somebody else. There is no record of who approved what, and no way to chase it when it stalls.
03
Access is granted by memory
Somebody remembers to add a new hire to five systems, and nobody at all remembers to remove a leaver from any of them.
What this covers
The work, in detail.
7 capabilities
01
CRM implementation
HubSpot, Salesforce or Pipedrive configured around the way your sales actually works, rather than around the default pipeline it ships with.
02
ERP & accounting integration
QuickBooks, Xero and NetSuite connected to the systems that generate the transactions, so the ledger stops being a retyping exercise.
03
Back-office automation
Onboarding, approvals, renewals and offboarding running as workflows with a record, rather than as a sequence of reminder emails.
04
Support desk integration
Tickets linked to the customer record and the actual system state, so an agent is not asking a customer to explain what your software did.
05
Quote-to-cash
The path from quote through order, invoice and payment to recognised revenue, joined up end to end instead of stitched at month end.
06
HR & provisioning
New starters given the right access on day one and losing it the day they leave, driven from the HR system rather than from somebody's memory.
07
Custom internal tools
The screen your operations team needs that no product sells, built against the systems you are already paying for.
How we approach it
Positions we actually hold.
Opinions cost something to have. These are the ones we would argue for on your project, including where they make the work slower.
01
One record, one owner
Each piece of data has a system that owns it and the others read from there. Two systems both believing they are authoritative is where conflict begins.
02
Automate the handoff, not the judgement
The value sits in removing the retyping and the chasing. The decision itself usually still belongs to a person who is accountable for it.
03
Configure before you customise
Most business platforms do far more than the team realises. We exhaust configuration before writing code, because code is the part you maintain forever.
04
Provisioning follows employment status
Access should be driven by the HR system automatically. Manual offboarding is the most common way a company keeps granting access to people who left.
Technology
What we work with.
Defaults, not requirements. If you already run something else and have a team who knows it, we work in yours.
- CRM
- HubSpot, Salesforce, Pipedrive
- Finance
- QuickBooks, Xero, NetSuite, Stripe Billing
- Workflow
- Custom services, queues, scheduled jobs
- Identity
- SCIM provisioning, SSO, role mapping from HR
Where this shows up in delivery
- We run quote-to-cash on connected systems rather than on a spreadsheet and good intentions.
- Provisioning on shipped builds is driven by role rather than by somebody remembering a checklist.
- Integration across POS, inventory and accounting is the same discipline applied to a different set of systems.
Bought as part of
This practice is never sold on its own. It is quoted inside one of the engagements above, as part of a single number.
Proof
Where we have actually done this.
Projects we designed, shipped and wrote up. Each one names the decision that was genuinely hard to get right.
Questions
What people ask about business systems.
- Do we have to change our CRM?
- No. Working in what you already own and your team already knows is almost always cheaper than a migration, and we will say plainly when it genuinely is not.
- Can you automate something with no API?
- Often, through scheduled exports, email parsing, or browser automation as a last resort. Those approaches are more fragile and we tell you which category your case falls into before you commit.
- Who owns the automations afterwards?
- You do, documented, in your own accounts. Nothing is left depending on a tool that only we can log into.
- Does this have to be a big project?
- No. The highest-value automation is usually a single handoff that currently wastes an hour a day, and that is a week of work rather than a quarter.
Usually combined with
All practice areas →Tell us what you’re trying to build.
Describe the problem in your own words. We’ll come back within one business day with a scope, a number and a date.
Phone
+1 (407) 796-2376Reply time
One business day, from an engineer
Based in
Orlando, Florida · serving the United States
What happens next
- A reply within one business day, from an engineer
- A thirty-minute call, with no qualifying call before it
- A written scope and a fixed number, if it fits