Who this is for
Built for
Businesses whose customer information is split across a CRM, an accounting package, an inbox and a spreadsheet. Teams re-keying invoices. Sales managers who cannot see which quotes were paid. Owners who want one screen showing everything about a customer. Most briefs name one of five: a CRM that integrates with QuickBooks, a CRM email integration, email marketing CRM integration, CRM and ERP integration, or a phone system nobody has ever logged a call from.
Accounting: Xero, QuickBooks, MYOB, Sage
Contacts and invoices sync both ways. A won deal creates a draft invoice, a paid invoice updates the CRM, overdue balances show on the customer record. Reconciled by a nightly check so the two systems never drift.
Email and calendar: Google Workspace, Microsoft 365
Every email to or from a customer is logged on their record. Meetings booked from the CRM appear in the calendar with the right attendees and a link back to the deal.
Phones and messaging: Twilio, RingCentral, Aircall, WhatsApp Business
Inbound calls open the caller's record. Missed calls create follow up tasks. SMS and WhatsApp conversations are logged, and templated messages can be sent from a stage change.
Websites, forms and e-commerce
Website forms, Shopify or WooCommerce orders, Calendly bookings and ad platform leads arrive as records with the source recorded, so you finally know which channel pays.
What you get
Every engagement includes
- Integration design with field mapping you approve
- Two way sync or one way push, whichever your data needs
- Error alerts and a daily sync report
- Historical data back-filled where the API allows
- Documentation of every mapping and rule
- Monitoring for 12 months included
Questions we get asked
How much does a CRM integration cost?
A single integration such as Xero or QuickBooks to your CRM is 1,200 to 2,400 US dollars depending on whether the sync is one way or two way. Email and calendar logging is 900 dollars. Phone system integration runs 1,500 to 3,000. Bundled integrations inside a custom CRM build are priced within the fixed quote.
Which CRMs can you integrate?
Any custom CRM we build, plus HubSpot, Zoho, Pipedrive, Microsoft Dynamics 365, Salesforce, Capsule, Monday and most systems with a documented API. If your CRM has no API we can usually work from scheduled exports, and we will tell you the limits of that approach before quoting.
Will it keep working when the other tool updates?
Yes. Every integration we build is monitored, and we include 12 months of maintenance so API changes by Xero, Google or the phone provider are handled by us. After that first year, the monthly care plan keeps the monitoring and the fixes in place, and you can leave the integration unmonitored if you prefer.
Can the integration run both ways?
Usually, and we design the rules for it: which system owns each field, what happens on a conflict, and which records are excluded. Two way sync is more work than a one way push, so we only recommend it where both teams edit the same data.
Do you need our passwords?
No. Integrations use each tool's own authorisation flow, so you approve access from your own account and can revoke it at any time. Where an API key is required you create it and paste it into a settings screen in the CRM, so we never hold your credentials.
Can you add CTI telephony to a CRM?
Yes. Calls from VoIP and CTI telephony providers such as RingCentral, Aircall, 3CX or Twilio appear on the right record with the caller recognised, the recording linked and the outcome logged. Click to call works from any phone number. We add this to systems we build, to existing CRMs and to free CRM tools that offer an API.
Do you build CRMs that integrate with Gmail?
Yes. Every CRM we build can be a Gmail integrated CRM that works across Google Workspace: mail to and from contacts is logged automatically, calendar events attach to records, and emails can be sent from the CRM through the user's own Gmail account so replies come back to the right place. Outlook and Microsoft 365 work the same way.
Tell us how your business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.