CRM Integration
Connect your CRM to the systems your team already uses
Custom API integrations with email platforms, accounting software, telephony, document management, and sector-specific tools. Reliable, maintainable, and fully documented.
Common Integrations
Systems we regularly connect
We build integrations with the tools your team relies on every day. These are the categories we work with most frequently.
Outlook, Gmail, SMTP relay
Bi-directional email sync so conversations are logged against the right contact without manual data entry.
Accounting
Xero, QuickBooks, Sage
Invoice creation, payment status sync, and client financial data visible inside your CRM without switching applications.
Telephony
RingCentral, 8x8, 3CX
Click-to-call, automatic call logging, and caller identification so your team never loses context mid-conversation.
Document Management
SharePoint, Google Drive, Dropbox
Documents linked to CRM records, templates auto-populated with client data, and version history preserved.
Marketing
Mailchimp, ActiveCampaign, Brevo
Contact lists synced automatically, campaign engagement data visible in client records, and lead scoring updated in real time.
Sector-Specific
FCA reporting, practice management, case systems
Regulatory reporting tools, legal practice management systems, and other specialist platforms connected via API or file exchange.
How We Integrate
Three approaches, chosen to fit the requirement
Not every integration needs a real-time API. We choose the right approach based on your data volume, latency requirements, and system capabilities.
REST API
Direct, real-time communication between systems. Best for transactional data where immediate consistency matters, such as creating an invoice when a deal is marked as won.
Webhooks
Event-driven notifications that trigger actions in your CRM when something happens in another system. Efficient and responsive without constant polling.
Scheduled Sync
Batch data synchronisation on a schedule: hourly, daily, or weekly. Ideal for reporting data, bulk updates, or systems without real-time API support.
What You Get
Integrations built for the long term
Reliable Data Flow
Data moves between systems consistently and predictably. No silent failures, no orphaned records, no data sitting in a queue nobody checks.
Error Handling & Retry Logic
Every integration includes automatic retry for transient failures, dead-letter queues for persistent errors, and clear alerting when human intervention is needed.
Monitoring & Alerting
Dashboard visibility into integration health: throughput, error rates, and latency. You know immediately if something stops working.
Documentation & Runbooks
Every integration is documented with data flow diagrams, field mappings, and troubleshooting runbooks. Your team can understand and maintain them.
Connect Your Systems
Ready to connect your systems?
Tell us what you need to integrate and we will scope the work, recommend the right approach, and give you a fixed-price quote.
Discuss Your Integrations