How we help · Larger organisations
Integration and automation with governance built in.
When ERP, CRM, and ops tools don’t talk, every report is a project. We connect systems, clean process, and automate with auditability — including AI where it belongs in production.
Platinum Solutions Partner · 5.0/5 on Clutch
Where it usually hurts
Larger stacks fail in predictable ways.
Legacy systems that can’t talk
ERP, CRM, HRIS, and finance are silos. Cross-system work means manual extracts and fragile one-offs.
Automation stuck behind IT queues
Business units need workflows now; delivery is months out. Velocity dies in the gap.
Data quality eroding decisions
Scattered entry across tools makes exec dashboards unreliable before they land.
Compliance and access complexity
RBAC, audit trails, and residency rules turn generic automation into a liability.
What good looks like
What “good” looks like when systems have to hold up.
01
A clearer source of truth across teams
Events and syncs between core platforms — with rules you can explain to IT and the business.
02
Automation you can govern
Roles, approvals, and logs designed for how your org actually controls change.
03
Reporting leadership can defend
Trusted definitions connected to live sources — not a monthly reconciliation project.
What we do
How we usually help larger organisations.
Systems integration
APIs, webhooks, and sync between CRM, ERP, and ops tools — the glue that survives change.
Governed workflow automation
Automations with ownership, error paths, and auditability — not shadow IT spaghetti.
Data & reporting infrastructure
Connected sources and dashboards leadership can defend in the room.
AI-augmented operations
Routing, enrichment, document handling — in real processes, with guardrails.
Boutique partner, production standards
We’re a Platinum Solutions Partner — small enough to move, rigorous enough for production. We don’t pretend to be a 200-person SI. We own scoped integration and automation work end-to-end, with clear milestones and handoff. A free call maps priorities and a practical path to production.
Proof, not promises
“They were terrific to work with. Everything we wanted, we got and more. We're already hiring them again and again.”
5.0/5 on Clutch · 7 verified reviews
Success stories
Related work — real projects, not slideware.
Scaling HubSpot CRM and n8n automation for Picsart
We optimized and scaled HubSpot — integrating a new database, improving data structures, and streamlining CRM performance. We built efficient onboarding lifecycle flows and automated SEO and internal information workflows in n8n, including AI-powered agents for complex requirements.
Read case studyHubSpot setup with AI-driven targeting for Pogos
We managed full HubSpot setup, customization, and integration, then connected AI-driven enrichment and prioritization so the team can focus outreach on high-potential companies.
Read case studyHubSpot CRM, pipelines, and outreach automation for Prelaunch
We set up HubSpot end to end: structured pipelines, categorized leads and accounts, automated outreach and research flows, and integrations between Prelaunch’s products so data moves without extra offline communication. Updates ship with step-by-step walkthroughs for the team.
Read case studyRelated guides
Practical walkthroughs that pair with this work.
- CRM ↔ finance / ERP data flow patternsWhen to sync contacts, invoices, and deal stages — and how to avoid the classic double-entry trap.Read guide
- Safe API integration patternsRetries, rate limits, secrets, and logging — the boring essentials that keep integrations reliable in production.Read guide
- HubSpot webhooks primer for custom toolsSubscribe, verify, and idempotently process events so custom apps stay in sync with CRM changes.Read guide
Still exploring?
Useful if you want numbers or options before a call.
Brief us on your stack
Book a free call. We’ll map integration priorities and a practical path to production.