AI automation & systems integration

AI Automation That Connects the Systems Running Your Business

We design and implement AI-powered automation systems that connect CRM, ERP, marketing, finance, support, and operational tools—reducing manual work, improving execution speed, and creating better visibility across the business.

What this solves

Move from disconnected tools and manual tasks to coordinated, revenue-aware automation.

Eliminate Manual Work

Replace repetitive follow-up, routing, reporting, and handoff tasks with structured automation that keeps work moving without constant intervention.

Connect Critical Systems

Unify CRM, finance, marketing, and operations into one workflow layer so information flows across the business instead of getting trapped in silos.

Create Better Decisions

Turn live data into alerts, recommendations, dashboards, and actions that leadership and frontline teams can actually use.

Common automation use cases

High-value workflows we help automate first.

Sales & Revenue Workflows

Lead capture, enrichment, and routing
Automated follow-up and task creation
Pipeline movement and deal-stage triggers
Proposal, onboarding, and renewal workflows
Revenue alerts and executive reporting

Operations & Admin Workflows

Client onboarding and internal handoffs
Invoice, billing, and finance notifications
Support routing and escalation logic
Cross-system data synchronization
Recurring reporting and workflow orchestration

How it works

Automation is strongest when it sits on top of the full business stack.

01 Source Systems

CRM, ERP, marketing automation, finance tools, support platforms, and operational systems

02 Integration Layer

APIs, sync processes, workflow tools, data normalization, and cross-platform logic

03 AI Automation Layer

Scoring, routing, recommendations, triggers, LLM workflows, and orchestration

04 Outputs

Tasks, alerts, dashboards, reports, executive visibility, and automated next steps

This keeps the page grounded in automation while still showing the larger ERP platform story: automation becomes more valuable when it connects the full revenue and operating stack.

Industry integrations

Start with the sectors where automation and integration create the fastest leverage.

Private Equity & M&A

DealCloud, Datasite, Salesforce, HubSpot
Snowflake, NetSuite, Power BI
Diligence workflows, portfolio reporting, post-close process automation

B2B SaaS & Technology

HubSpot, Salesforce, Stripe, Chargebee
Segment, Mixpanel, Zendesk
Lead routing, lifecycle workflows, expansion and churn alerts

Professional Services

HubSpot, Pipedrive, Asana, Monday.com
ClickUp, QuickBooks, Xero
Proposal automation, handoffs, client onboarding, recurring reporting

Healthcare & Medical Services

Epic, Athenahealth, Cerner
Salesforce Health Cloud, Twilio, Zoom
Patient intake, referral routing, follow-up automation, operational visibility

Financial Services & Insurance

Salesforce FSC, Wealthbox, Orion, Black Diamond
Applied Epic, Guidewire, DocuSign
Client lifecycle automation, renewal workflows, advisor and producer reporting

E-commerce & Retail

Shopify, WooCommerce, Magento
Klaviyo, Stripe, Google Analytics, Triple Whale
Cart recovery, retention automation, campaign triggers, reporting flows

Real Estate & Property Management

Follow Up Boss, KVCORE, MLS
AppFolio, Buildium, DocuSign
Lead routing, leasing workflows, investor reporting, portfolio visibility

Manufacturing & Industrial

SAP, Oracle NetSuite, Microsoft Dynamics
Fishbowl, Katana, Tableau, Power BI
Demand visibility, quote-to-order workflows, sales-to-operations coordination

Logistics, Education & Hospitality

MercuryGate, SAP TM, Canvas, Blackboard
Toast, Oracle OPERA, HubSpot, Twilio
Operational reporting, enrollment workflows, guest and multi-location automation

Core connector categories

The integrations that make automation scalable.

Launch Connector Categories

Revenue systems: Salesforce, HubSpot, Pipedrive, Follow Up Boss
Finance & ERP: NetSuite, QuickBooks, SAP, Oracle, Xero, Microsoft Dynamics
Marketing & growth: Marketo, Pardot, Klaviyo, Google Ads, Meta Ads, ActiveCampaign
Support & CX: Zendesk, Intercom, Twilio, Zoom, Five9
Data infrastructure: Snowflake, BigQuery, Redshift, dbt, AWS, Azure
Workflow layer: Zapier, Make, webhooks, custom APIs

Why This Matters

Reduce operational drag across teams
Improve data consistency between systems
Create reusable workflows across clients and industries
Increase switching costs with deeper integration logic
Support both growth initiatives and diligence-driven implementations

Before and after

What changes when automation is built on the full stack.

Before

Teams update multiple tools manually
Reporting is slow and inconsistent
Important handoffs get missed
Leadership lacks live operational visibility
Automation is fragmented or nonexistent

After

Systems sync automatically across the stack
Teams work from standardized workflows
Alerts and recommendations surface in real time
Reporting becomes faster and more reliable
Automation supports both frontline teams and leadership decisions

Implementation approach

Built in phases for speed, clarity, and adoption.

01 Audit

Map your current systems, workflows, bottlenecks, and high-friction handoffs.

02 Prioritize

Identify the connectors and workflows that produce the fastest operational and revenue impact.

03 Build

Implement integration logic, AI-enabled workflows, and reporting outputs across the stack.

04 Optimize

Refine based on performance data and improve the workflow over time as usage grows.

Typical engagement model

Flexible automation services based on scope.

Service	Typical Range
AI Opportunity & Automation Audit	$2,000 – $5,000
Workflow Automation Build	$5,000 – $15,000
Cross-Functional Automation System	$10,000 – $25,000+
Full AI Implementation	$15,000 – $50,000+
Ongoing Optimization Retainer	$2,000 – $8,000/month

Automate what slows your team down.

We help businesses move from disconnected, manual processes to intelligent workflows that save time, improve execution quality, and create scalable operational leverage.