We connect your tools and automate repetitive work.
Stop copying and pasting. We connect your apps and set up automations so work happens automatically.
What it is
- Connected tools that share the same data.
- Simple automations to reduce manual work.
- Clean, organized systems your team trusts.
- Documentation so you can maintain it.
Why you need it
- Your team spends too much time copying and pasting.
- Data doesn’t match between tools.
- Leads slip because systems don’t talk to each other.
- Reporting takes too long.
Integration examples
Website → CRM
Form submissions flow into your CRM automatically.
🟢 No manual entry
CRM → Email + Text
Send emails and texts from your CRM without switching apps.
🟢 Faster follow-up
Calendar → Reminders
Automatically remind your team before important meetings.
🟢 Fewer no-shows
Payments → Invoices + Tasks
When payment comes in, invoices update and tasks are created.
🟢 Less admin work
Spreadsheets → Dashboard
Turn your spreadsheets into a live dashboard.
🟢 Better visibility
Email → CRM
Important emails create records in your CRM.
🟢 Nothing gets lost
Before → After workflow examples
Before: Manual lead entry
Lead comes in → Copy info → Paste into CRM → Manually assign → Remember to follow up
After: Automatic
Lead comes in → Auto-enters CRM → Auto-assigned → Auto-reminder sent
🟢 Save 10+ minutes per lead
Before: Manual task creation
Customer signs → Remember to create tasks → Manually assign → Hope nothing is forgotten
After: Automatic
Customer signs → Tasks created automatically → Assigned to right people → Reminders set
🟢 Nothing gets missed
Before: Manual reporting
Export from 3 tools → Copy into spreadsheet → Manually calculate → Update dashboard
After: Automatic
Data flows automatically → Dashboard updates live → See results instantly
🟢 Save hours every week
What you get
Connection map
What connects to what, drawn clearly so your team understands the flow.
Automation list
A clear list of what happens automatically and when it triggers.
Tested workflows
Proof it works - we test every connection before you use it.
Documentation + quick training
Simple guides so your team knows how to use and maintain it.
How you make more money
- Less manual work means more time to sell.
- Clean data means faster follow-up.
- Connected systems reduce missed leads.
Example workflow
Leads flow into your CRM with auto-assign and reminders.
Reports update without manual cleanup.
Frequently asked questions
Do you work with our current tools?
Yes. We connect what you already use before adding anything new.
Can you build custom workflows?
Yes. We build the simple automation you need to remove busywork.
Will this reduce software costs?
Often. We remove unused tools and reduce duplication.
Do you document everything?
Yes. You get clear documentation and training.
How fast can we see results?
Most teams see quick wins in 2–4 weeks.
Ready to connect your tools?
Start with a free checkup and we’ll map what to fix first.