A map of your double entry.
Every place someone retypes the same details, and which app should be the source of truth for each one.
Automate · Stage 03
CRM & App Integration
Your tools, talking to each other instead of to your keyboard.
If your team re-types the same customer details into your CRM, your invoicing software, and a spreadsheet, that’s not a discipline problem — it’s a systems problem. Connecting the tools you already use so data moves automatically removes the re-typing and the mistakes that come with it.
Who this is for: a business running two or more tools that should already talk to each other but don’t.
What's included in our CRM and app integration
A field map you sign off.
A plain-English table showing which details sync, in which direction and when, before anything is built.
Built on the right tool.
Native connectors first, then n8n, Zapier or Make, and custom API code only where needed. Common set-ups include HubSpot or Pipedrive with ServiceM8 or Tradify and Xero or MYOB, Cliniko, Practice Ignition, Stripe and Google Workspace.
Tested with your awkward cases.
Deposits, partial payments, credit notes, cancelled jobs, repeat customers and multiple business entities, not just the happy path.
No more duplicates.
Matching rules on email and phone, with a clean-up of existing duplicates before go-live.
Errors that tell you.
Automatic retries, an error log, and an alert that comes to you as well as us, saying what failed and why.
Privacy and data location.
API keys with only the access they need, a clear note on where data passes through, and a self-hosted n8n option for health or sensitive data.
Documentation and a video per workflow.
What it does, how to pause it and what to check if something looks wrong.
Support when apps change.
30 days of fixes after launch, with an optional monitoring plan after that.
You own: every workflow and any custom code, built in your accounts.
Paid directly by you: app and automation platform subscriptions.
How we work
- Week 1
Discovery
A 45-minute call and a screen-share of how the work happens now.
- Weeks 1–2
Field map and fixed quote
- Weeks 2–4
Build in a test environment
No live data is touched until testing passes.
- Week 4
Edge-case testing
Using real examples from your business.
- Week 5
Go live
We watch the first batch of records.
- Weeks 5–9
Handover and 30-day support
Documentation, videos and fixes.
Most integrations take 3–6 weeks, depending on the number of apps and edge cases.
Working with us
- You deal with Prasenjit, the founder, from the first call to handover.
- Our team is in Kolkata, India. Calls run 11 am–8 pm Sydney time. We keep working after your day ends, so small changes are often ready by the next morning.
- We reply within one Australian business day.
- We write for Australia. Copy and campaigns use Australian English and are checked against the ACCC, Ahpra, Spam Act and Privacy Act rules that apply to your business.
- You own your accounts. We work inside accounts in your name, and you can remove our access at any time.