A disconnected CRM is just a Rolodex. We turn it into a hub. We connect your CRM to finance, telephony, and collaboration tools like Microsoft Teams. This ensures that every interaction, from invoice to phone call, is tracked and accessible.
Line-of-Business Integrations
Connect CRM with ERP, eCommerce, and telephony systems to synchronize orders, inventory, and call logs, creating a unified view of the customer.
Learn MoreModern Workplace & M365 Integrations
Integrate seamlessly with Outlook and Teams to track emails and collaborate on records without leaving the productivity apps your team uses daily.
Learn MoreAutomation & Workflows
Drive efficiency with intelligent triggers that automate lead routing, renewals, and SLA enforcement, ensuring no customer opportunity is missed.
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Line-of-Business Integrations
We connect the dots. Your customer data shouldn't live in islands. We build integrations with your ERP and eCommerce platforms, ensuring that sales teams can see order history and credit status without needing to ask the finance team.
- Integration with ERP/finance (orders, invoices, inventory)
- Integration with contact centres/telephony (CTI, click-to-call, call logs)
- Integration with websites, portals and eCommerce
- Integration with marketing platforms and email tools
Modern Workplace & M365 Integrations
We keep you in the flow. Switching apps kills productivity. We integrate CRM deeply with Outlook and Teams, allowing you to track emails, create records, and collaborate on deals directly from your inbox or chat window.
- Outlook/Exchange tracking for emails, appointments and tasks
- Teams integration (call logs, CRM tabs, collaborative records)
- SharePoint/OneDrive document management from CRM
- Power Platform apps/flows that extend CRM processes
Modern Workplace & M365 Integrations
We keep you in the flow. Switching apps kills productivity. We integrate CRM deeply with Outlook and Teams, allowing you to track emails, create records, and collaborate on deals directly from your inbox or chat window.
- Outlook/Exchange tracking for emails, appointments and tasks
- Teams integration (call logs, CRM tabs, collaborative records)
- SharePoint/OneDrive document management from CRM
- Power Platform apps/flows that extend CRM processes
Automation & Workflows
We speed up the cycle. Speed matters in sales and service. We implement automated workflows that route leads to the right agent instantly, trigger renewal reminders, and enforce service SLAs, keeping your processes moving fast.
- Lead routing and scoring rules
- Automated follow-ups, reminders and renewals
- SLA enforcement for service cases
- Event-based workflows (customer actions, status changes)
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