Applications arrive by email. Documents need chasing. Deal updates sit in different systems. We connect that work through CRM, custom portals and practical AI, built around your process.
Salesforce · Other CRMs · Custom software
30 minutes with Nigam Goyal. Bring one workflow.
From the first application
to the next action.
Explore the work behind the industry labels. Each story explains the requirement, what we built and the systems involved.
We extended an existing Salesforce lending package for a merchant cash advance funder, connecting application views, review queues, offers and contract work.
Salesforce workflows connected customer-specific contract and rate work with the business’s existing pricing engine.
Salesforce and a contractor portal connected quoting, job management and the systems supporting scheduling and payment.
A foundation’s Salesforce platform connected licensing, royalties, merchandise and participant portals with its wider revenue operations.
Start with your process and the tools already in use. We help you decide what to improve, what to connect and where a custom build makes sense.
Bring customer records, applications and updates together in Salesforce or another CRM. Connect useful tools before considering a replacement.
Explore CRM & integrationsGive customers, brokers and staff one place to submit information, see progress and complete their next task.
Explore portals & softwareHelp your team read documents, prepare replies and find information. Define the task, test the output and keep the right person in control.
Explore AI workflowsYour next step might be an improvement to the CRM you already use, a connection between systems or a purpose-built application. Start with the requirement.
Bring customer records, work queues, approvals and portals into a connected operating system.
We have delivered Salesforce extensions across finance, logistics, healthcare operations and foundations. We assess the existing configuration before recommending a rebuild.
Explore Salesforce & AIConnect marketing, sales and service around shared customer records. This can be useful when the gaps are in follow-up and the handoff between teams.
We assess pipeline needs, integration access and subscription requirements before recommending the scope.
Discuss your CRM optionsStructure leads, deals, activities and routine follow-ups in a CRM that fits the operating process.
We review how Zoho would fit the wider stack, including data migration and the connections your team needs.
Discuss your CRM optionsConsider a connected business application suite when CRM needs to work alongside sales, inventory and accounting.
The fit depends on the processes involved, the apps required and how much configuration or custom development is needed.
Discuss your operating systemsModel people, companies and other business records around the relationships your team needs to manage.
We assess the data model, workflows and integration requirements before recommending it for a particular business.
Discuss your CRM optionsBuild the part that standard software cannot handle well. Connect portals, applications and AI tasks to the records and systems that already matter.
Keep AI’s role specific: interpret a document, prepare a draft or retrieve an answer. Define review points before allowing changes to business records.
Explore custom solutionsA broker sends an application with two statements. Your checklist requires three. The workflow flags the gap and prepares a request for your team to review.
Application form and two bank statements arrive.
The agreed checklist calls for three statements.
Your team checks and approves the draft request.
The next action is visible in the CRM.
Your team keeps the lending decision. Requirements and approvals are agreed for your business.
We help teams in financial services, logistics, healthcare and wellness, and nonprofit organisations connect their systems around the work they do every day.
Applications, documents, broker handoffs and follow-up.
Explore lending & financeQuotes, contracts, jobs and delivery records.
Explore logisticsStaff workflows, enquiries and relationship records.
Explore healthcare & wellnessDonor data, fundraising operations and stakeholder portals.
Explore nonprofit operationsYou should know what is being built, what you need to review and what happens next.
Walk through one real task, the systems involved and the result your team needs.
Review practical options, dependencies, scope and an estimate. If the unknowns need investigation, scope an assessment first.
Review working software with the people who will use it. Test everyday tasks and the exceptions together.
Complete acceptance checks, train your team and hand over documentation. Agree support and review the results.
No. We start with your process and existing tools. Salesforce is a core capability, and we can also work with other CRMs, integrations, portals and custom software. We will discuss the fit before recommending a platform.
We first understand the workflow, integrations, data and people involved. Then we agree the scope, dependencies and acceptance criteria. Where the unknowns are significant, we may suggest a separately scoped assessment before a build estimate.
One example of a task that gets held up, the systems your team uses and what you want to improve. We will discuss the problem and agree a next step. You do not need a technical specification.
In a 30-minute discovery call, we will walk through the problem, the systems involved and what a useful result looks like. Then we agree the next step toward a scoped approach and estimate.
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