Systems · 05
Integrations
Your CRM wired to your lending, policy or portfolio software. We say plainly when you don’t need a custom build.
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What’s included
- A scope note first: what syncs, in which direction, and which system owns each record.
- The simplest route that works: a built-in connector, a connector tool, or a custom build when nothing else will do.
- Records matched on each system’s own ID, never on an email address or a name.
- Built and tested on a test copy first, never on your live records.
- Status changes flowing between your CRM and your lending, policy or portfolio software within minutes.
- A runbook at handover, and an alert to a named person when a sync fails.
The joints it touches
Every joint this service sits on, and what we test at each one.
JointWhat we testWhen it slips
CICRM to your core softwareStatus changes flow between them within minutes, not once a night.People quote a status that is a day old.
Start with an audit.
Tell us where your leads come from and where they go next. We reply within one business day, and we say plainly if an audit isn’t the right first step.