// CRM Integration & Customization

So your CRM reflects
reality, not the other way around.

We connect your CRM to invoicing, ERP, email and internal systems — and build what the off-the-shelf product can't do. The same durable-integration discipline as a regulated government system: idempotency, audit trail, zero lost records. Built directly by the architect, not a junior at an agency doing their first CRM integration.

Request a CRM integration Two-way, status-tracked sync — not a one-shot import that runs once and silently breaks.
// Where it breaks

Three reasons CRM integrations usually fail.

A CRM on its own solves nothing — it's just a contact database until it fits your real processes. Most integrations are built as a one-time export/import, not as a system meant to run for years without anyone babysitting it.

One-shot sync with no error handling

A nightly script that dumps data between CRM and invoicing or ERP, and when it fails on one record, nobody finds out. Three months later dozens of invoices or contacts are missing and nobody knows why — because the sync never had retries, an audit trail, or alerting.

Data only flows one way

The CRM gets data from the ERP, but a change made in the CRM never makes it back. A rep edits a contact, the invoicing system never hears about it, and you end up with two versions of the truth that drift apart over time.

Custom logic the off-the-shelf CRM can't do never gets built

AI triage of incoming email, automatic document extraction into a CRM record, entity extraction from attachments — a standard CRM doesn't do any of that. An agency sells you the license and leaves the customization to you, because it takes engineering, not form configuration.

// How we do it

CRM integration as a durable system, not a one-off export.

We build integrations with the same discipline as a connection to a regulated government system — because a lost record in your CRM costs just as much as a lost invoice. Idempotency, status tracking, retry with backoff, audit trail.

01

Two-way sync with ERP

Connecting CRM to ERP (e.g. Dynamics 365 Business Central) so a change on one side shows up on the other — status-tracked, not one-shot. Every record carries a state (sent, confirmed, failed) and nothing disappears without a trace.

02

Connected to invoicing and email automation

A CRM contact flows into the invoicing system, invoicing flows back into the CRM, email automation sees the customer's current state. No manual re-entry across three systems.

03

AI email triage and document extraction

Incoming email is automatically classified and mapped to the right CRM record, attachments (invoices, orders, contracts) are extracted and the data is filled into the CRM without manual retyping — with human-in-the-loop review where it matters.

04

Idempotency and audit as the default, not the exception

Every call carries a deterministic idempotency key, so a duplicate webhook or retry never creates a duplicate record. A complete audit trail — who changed what, when, and why a sync might have failed.

05

Direct access to the architect

The integration is designed and built by the same person who then runs and fixes it — not a junior doing their first CRM integration, unsure what happens when a third system goes down mid-sync. On larger integration programs it makes sense to pair this with project management.

06

Reconciliation — checking that reality matches

A periodic check that CRM, ERP and invoicing actually agree — no silent data drift, no record stuck in limbo for months. If something goes out of sync, you find out before your accountant does at quarter close.

// Proof

The same discipline as a regulated government system.

We built a durable integration into a regulated system (KSeF) that processed 40,000+ documents with 100% delivery and zero lost records — retry with backoff, idempotency, an audit trail on every state transition. We apply the same discipline to CRM integrations: two-way sync with ERP (Dynamics 365 Business Central) is status-tracked, not one-shot, and AI email triage with document extraction runs with human-in-the-loop review wherever a mistake costs money.

40,000+ documents through durable integration, 100% delivery
0 lost records thanks to idempotency and audit
2-way sync with ERP, not just a one-way import
Read case studies
// FAQ

Common questions about CRM integration and customization.

// Contact

Tell us about
your CRM setup.

Tell us which CRM you use and what you need it connected to — invoicing, ERP, email, internal systems. We'll reply within 24 hours with a concrete integration proposal, not a generic offer.

Request a CRM integration