OUR 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.
Choose the problem to solve first.
SALESFORCE
Salesforce Consulting
Implement Salesforce, improve an existing org and plan the configuration, migration and support your team needs.
01 / CONNECT
CRM Integrations
Connect your customer records, documents and tools so work can move between teams.
02 / BUILD
Portals & custom software
Give applicants, brokers and staff a clear place to submit information and follow progress.
03 / IMPROVE
AI & workflow automation
Reduce repetitive reading and drafting, with review before consequential actions.
Salesforce & AI
Extend your Salesforce system with focused AI tasks, clear permissions and review checkpoints.
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
Salesforce
Build on the Salesforce investment you already have.
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.
- Sales & service workflows
- Experience Cloud portals
- Custom objects & integrations
CUSTOMER RELATIONSHIPS
HubSpot
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.
We assess pipeline needs, integration access and subscription requirements before recommending the scope.
- Lead handoff
- Deal stages
- Service context
CRM & WORKFLOW
Zoho
Give everyday sales work a consistent structure.
Structure 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.
- Lead & deal records
- Task ownership
- Workflow rules
BUSINESS APPLICATIONS
Odoo
Look beyond the sales pipeline.
Consider 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.
- CRM & sales
- Inventory
- Accounting connections
FLEXIBLE RELATIONSHIP DATA
Attio
Shape the CRM around your relationships.
Model 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.
- People & companies
- Custom records
- Relationship views
PURPOSE-BUILT CAPABILITY
Custom + AI
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.
Keep AI’s role specific: interpret a document, prepare a draft or retrieve an answer. Define review points before allowing changes to business records.
- Customer & partner portals
- Business applications
- Focused AI workflows