What we do
Tools
Industries
Legal & Law FirmsLess admin per case, faster billing, and no missed deadlinesHealthcare & PracticesFewer no-shows, cleaner records and billing that gets paidHome & Field ServicesQuotes out faster, jobs billed the same day, fewer callbacksManufacturingFewer production errors, accurate costing and on-time ordersWholesale & DistributionOrders flow in on their own, with stock numbers you can trustConstruction & ContractorsTighter job costs, faster change orders and subs paid on timeReal Estate & Property MgmtFaster lead response, less paperwork and happier owners and tenantsE-commerce & RetailMore orders shipped right the first time, fewer returns and refundsLogistics & FreightFewer delays, accurate tracking and invoices that go out on timeProfessional ServicesMore billable hours captured, faster onboarding and cleaner invoicesFinancial Services & InsuranceFaster onboarding, fewer compliance gaps and smoother renewalsHospitality & RestaurantsSmoother service, tighter inventory and less wasted laborNonprofitsMore of every dollar goes to the mission, with reporting that takes minutesEducation & TrainingLess admin per student and families who always know where things standAutomotive & DealershipsFaster follow-up, fuller service bays and fewer lost leadsStaffing & RecruitingFaster placements, error-free payroll and quicker client invoicing
Department
OperationsYou see the inefficiency every day. We build the systems that make it go away.SalesEverything your reps need, right inside the CRM. More time selling, less time searching.FinanceStop chasing data across systems. Your accounting connected to everything else.Customer ExperienceSelf-service portals so customers help themselves, on their own time.MarketingKnow who is engaging, who is at risk and where the opportunities are.Supply ChainOrders, suppliers, stock and shipments in sync, so you see problems before your customers do.WarehousePicks, packs and stock counts that update every system without anyone retyping them.HR & PeopleHiring, onboarding and payroll data moving between systems, so your people team stops chasing forms.ProcurementRequests, approvals and purchase orders that route themselves and match what was actually bought.
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Home/Department/Sales
Sales

Quote with everything in front of you.

Your reps shouldn't need 6 tabs open to answer one customer question. We integrate your CRM with your ERP, accounting, inventory, and shipping systems so your team has everything they need in one place.

2manual handoffs
0automated
CHECK BALANCELOOK UP TRACKINGCRMpipelineAccountinginvoicesShippingtracking
Your people are doing the work of connectors.

Carrying data from one system to the next by hand is slow, error-prone and costly, and it isn’t what they’re here for. It’s not a people problem. It’s a plumbing problem.

What This Looks Like

More time selling. Less time searching.

Your sales team lives in their CRM. But the information they need to close deals and serve customers lives in 5 different systems. Every time they have to leave the CRM to check something, they lose momentum. And sometimes they lose the sale.

We bring it all into the CRM:

One of our recent projects

Building materials distributor

15 sales reps · Salesforce + NetSuite

The problemA rep gets a call from a contractor: "I need 200 units of product X delivered to the downtown site by Friday. What's our account balance? And did that last shipment ever arrive?" The rep puts them on hold, opens NetSuite to check inventory, opens another NetSuite screen for the account balance, opens the shipping portal to look up tracking, then goes back to Salesforce to log the call. Five minutes for a conversation that should have taken one.

A contractor calls for 200 units and an account balance, and the rep used to put them on hold to check NetSuite, the shipping portal and Salesforce. Now one Salesforce panel shows stock, balance and last shipment, and the order syncs to NetSuite, invoices itself and gets its label in ShipStation.
Fix mine →See how we work with Salesforce

A day with and without the busywork

Same people, same tools. The difference is who carries the data.

Without usWith us
9:00

Without usA rep opens four tabs to quote one order.

With usStock, credit and history showed inside the CRM.

11:00

Without usA won deal is emailed over to accounting.

With usClosed-won created the invoice and the onboarding.

2:30

Without usA customer asks about a shipment and the rep puts them on hold.

With usTracking was already on the contact record.

5:00

Without usPipeline numbers are rebuilt in a spreadsheet.

With usThe forecast updated as deals moved.

What Shows Up in the CRM

01

Real-time inventory

Real-time inventory levels so reps can promise delivery with confidence

02

Invoice and payment status

Invoice and payment status from QuickBooks or NetSuite right in the contact record

03

Shipping and tracking

Shipping and tracking info for open orders

04

Purchase history

Purchase history with trends and reorder recommendations

05

Support ticket history

Support ticket history so reps know about customer issues before making outreach

06

Account standing

Custom pricing, credit limits, and account standing

No more tab-switching. No more "let me check on that and get back to you." Just answers, instantly, without leaving the screen they're already on.

Your reps close deals faster when they have the full picture. They catch upsell opportunities they used to miss. And they stop making promises they can't keep.

Questions people ask

Is this the same as CRM sales automation?

It builds on it rather than replacing it. Your CRM's own automation handles what happens inside the CRM, a stage change, a reminder. We connect it to the order history, support tickets, and account data living outside it, which is usually where the real gaps are.

Let's talk

Give your sales team everything they need

In one place. Right where they already work.

Let's talk →

Related reading

Quote-to-Cash AutomationBusiness Process Automation

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Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.