CRM
Stop moving details between tools by hand.
Connect customer, order, and payment records across your software.
The tools you already use.
Accounting, sales, payments, and team updates can share the same information.
HubSpot
CRM
Shopify
Commerce
Stripe
Payments
QuickBooks
Accounting
Square
Payments
Slack
Team comms
Work suite
Microsoft 365
Work suite
Airtable
Operations
Notion
Knowledge
Zapier
Automation
Other tools
Tell us what you use. We’ll check the available connection options.
How we connect your tools.
Decide where each record belongs
Identify which tool owns the customer, order, or payment record before connecting the others.
Connect the updates
Choose which details need to move and what should trigger each update.
Test the full process
Check new records, changed details, and failed updates before relying on the connection.
What a connection can do.
Turn an inquiry into a follow-up.
Send website inquiries to your CRM, assign the next step, and remind the right person.
Keep order and payment details together.
Share order status with accounting and customer service so the team stops retyping it.
Share stock updates across tools.
Connect inventory changes to the storefront and the team handling fulfillment.
Have the report ready when you need it.
Pull sales, expenses, and operational updates into a scheduled report.
Which tools need to connect?
Tell us what you use and which information you’re moving between them.
Request a Meeting