Which CRM is best for integration?

Systems with open, modern APIs like HubSpot, Pipedrive, or Salesforce offer most possibilities. We'll help you choose.

Will my old Excel data be moved?

Yes, that's key. We clean the base, remove duplicates, and unify formats before import.

How long does it take?

Basic mail/site link takes 1-2 weeks. Advanced ecosystems take 4 to 6 weeks.

Is CRM integration safe for client data?

Yes, we use OAuth2 and encryption. We follow GDPR, logging all record changes.

What if I use a custom system?

If it has an API, we can write a dedicated bridge (middleware). If not, we'll propose other data exchange methods.

Will reps have to click anything?

Our goal is 'Zero-Click CRM'. Most data should hit the system automatically so the team can focus on selling.

Heart of your sales

CRM integrated with your firm. Data that work.

No more empty CRM that nobody wants to fill. We link HubSpot, Pipedrive, and Salesforce with your tools so client data hit there automatically.

360 client data

Zero manual work

Better relations

Integrate your CRM

Outdated CRM is a dead tool.

Empty Client Cards

Reps don't enter data because it takes too long. CRM becomes a dead contact archive.

Scattered Notes

Agreements are in email, calendar, and Slack. No single place for contact history prevents insights.

Lost Leads

Site queries fall into email and nobody retypes them to sales system. You lose chances marketing fought for.

No Analytics

You don't know how many quotes were sent because data are incomplete. You manage 'blindly'.

No Collaboration

Marketing doesn't know what's in sales, and sales doesn't know ad results. Lack of communication stops growth.

Manual Tasks

Reps waste time creating 'call' tasks instead of just calling. Alert automation will free their potential.

Automatic Ecosystem

CRM that fills itself.

We make CRM a natural part of work. We link it with email, site, and ads so every interaction is noted.

Every sent message and meeting goes straight to the client card.

Connect mail

Email and Calendar Sync

Secure connection with Outlook/Gmail. System recognizes recipient and pins correspondence to correct record. Zero effort for rep.

Full history in 1s

Shared knowledge

No work duplication

Easy handovers

Connect mail

TECH LEAD

Konrad

Software Architect

Schedule free consultation about your project

During 30-minute call we'll analyze your business requirements and propose fastest path to implementation. We think business-first - goal first, then technology.

Schedule free consultation

30 min call • Specific quote • Zero commitment

CRM that actually earns.

Examples of firms that stopped losing leads and organized relations via CRM integration.

Services / Consulting

HubSpot for consulting firm

Problem: Partners didn't know who talked to key clients.

Solution: Full mail and calendar sync. Result: 100% transparency and 25% cross-selling growth.

One version of truth for 1000+ relations.

SaaS / Technology

Automatic lead qualification

Problem: Sales wasted 50% time on small firms.

Solution: Form integration with firm DB and auto scoring. Result: Reps talk only to Enterprise, win-rate up 15%.

Sales effectiveness up by 15%.

E-commerce / Retail

Client loyalty on autopilot

Problem: Store couldn't segment clients by LTV.

Solution: Linking e-commerce with CRM and auto VIP tagging. Result: Personal campaigns increased return rate by 30%.

30% more returning clients.

Manufacturing

Trade show leads to funnel

Problem: Cards lay in office for weeks after shows.

Solution: CRM mobile app with scanner and auto welcome sequence. Result: 100% leads handled in 24h.

Contact time cut from 14 days to 24h.

Software House

Integrated B2B quoting

Problem: Reps made quotes in Word; history was lost.

Solution: Quoting module in CRM linked to tech docs. Result: Control over quotes, time cut by 60%.

Quotes generated 60% faster.

Finance / Broker

Claims handling via CRM

Problem: Claim process was scattered between email and sheets.

Solution: Inbox integration with CRM workflows. Result: 40% faster closing time.

Case handling time 40% shorter.

CRM Integration Rollout

01

Environment Analysis

We review current tools and what data your team actually needs. We identify all client touchpoints.

02

Data Architecture

We adapt CRM field structure to your industry and sales process. We design card views for visibility.

03

API Bridge Build

We link CRM with website, rep mailboxes, and ad systems via encrypted two-way exchange.

04

Team Workshops

We teach reps how to use auto features to save time. We show them how to interpret lead behavior data.

05

Monitoring and Growth

We track flow correctness and adoption. We add features based on rep feedback. CRM grows with you.

Ready to improve your business?

Fill out form and we'll contact you within 24 hours to schedule free consultation.

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