CRM Development & Automation
Connect your website, sales and marketing tools. Automate routine steps and give your team a clearer view of each lead.
Work included in this service.
Review the tasks and deliverables before you contact us.
CRM integration
Sync data between your website, product and CRM so your team can follow each lead.
Workflow automation
Automate lead routing, follow-ups and hand-offs, while keeping people in control.
Custom objects & fields
Data models shaped around how your business actually sells.
Reporting dashboards
See sales activity and pipeline status in dashboards built around your team’s questions.
Data migration
Move records between platforms with data mapping and checks to protect history.
Email & marketing ops
Set up audience segments, campaign workflows and email deliverability.
Work directly with the builders.
Senior engineers
The people who scope your work are the people who build it.
Testing before launch
We test the agreed requirements before release.
Code you own
We document the code and deliver it to your team for ongoing use.
Talk to the team
You communicate with the people responsible for the work.