CRM & integrations
Connect your customer records, documents and tools so work can move between teams.
Explore solutionOUR SOLUTIONS
Make the work flow between your systems.
Connect the tools you have, build what is missing and use AI where it makes a practical difference.
01 / GROWBIZ SOLUTIONS
Choose the problem to solve first.
Portals & custom software
Give applicants, brokers and staff a clear place to submit information and follow progress.
Explore solutionAI & workflow automation
Reduce repetitive reading and drafting, with review before consequential actions.
Explore solutionSalesforce & AI
Extend your Salesforce system with focused AI tasks, clear permissions and review checkpoints.
Explore Salesforce & AI02 / GROWBIZ SOLUTIONS
The platform follows the process.
Salesforce can be the right foundation. So can another CRM or a custom application. We assess your data, integration access and operating requirements before recommending the stack.
YOUR BUSINESS / YOUR TECHNOLOGY
Choose the platform around the process.
Your 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.
CRM, PORTALS & EXTENSIONS
Build on the Salesforce investment you already have.
Bring customer records, work queues, approvals and portals into a connected operating system.
- Sales & service workflows
- Experience Cloud portals
- Custom objects & integrations
We have delivered Salesforce extensions across finance, logistics, healthcare operations and foundations. We assess the existing configuration before recommending a rebuild.
Explore Salesforce & AICUSTOMER RELATIONSHIPS
Keep customer conversations connected.
Connect marketing, sales and service around shared customer records. This can be useful when the gaps are in follow-up and the handoff between teams.
- Lead handoff
- Deal stages
- Service context
We assess pipeline needs, integration access and subscription requirements before recommending the scope.
Discuss your CRM optionsCRM & WORKFLOW
Give everyday sales work a consistent structure.
Structure leads, deals, activities and routine follow-ups in a CRM that fits the operating process.
- Lead & deal records
- Task ownership
- Workflow rules
We review how Zoho would fit the wider stack, including data migration and the connections your team needs.
Discuss your CRM optionsBUSINESS APPLICATIONS
Look beyond the sales pipeline.
Consider a connected business application suite when CRM needs to work alongside sales, inventory and accounting.
- CRM & sales
- Inventory
- Accounting connections
The fit depends on the processes involved, the apps required and how much configuration or custom development is needed.
Discuss your operating systemsFLEXIBLE RELATIONSHIP DATA
Shape the CRM around your relationships.
Model people, companies and other business records around the relationships your team needs to manage.
- People & companies
- Custom records
- Relationship views
We assess the data model, workflows and integration requirements before recommending it for a particular business.
Discuss your CRM optionsPURPOSE-BUILT CAPABILITY
Build for the work that makes your business different.
Build the part that standard software cannot handle well. Connect portals, applications and AI tasks to the records and systems that already matter.
- Customer & partner portals
- Business applications
- Focused AI workflows
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 solutions