CRM Integrations

We build custom CRMs for specific industries, migrate teams off platforms that no longer fit, and connect your CRM to accounting, ERP, marketing automation, email, calendar, WhatsApp, VoIP, and compliance screening. Whether you need a new system from scratch, a structured move off Salesforce or spreadsheets, two-way sync that keeps deals, invoices, and contacts current across tools, or embedded FICA and POPIA compliance — we handle the full lifecycle with South African requirements built in.

Custom CRM Development

Purpose-built CRMs for real estate, recruitment, law, finance, healthcare, construction, insurance, automotive, manufacturing, nonprofits, and more. Pipeline design, offline mobile, multi-currency, territory management, multi-location franchise CRM, ecommerce sync, customer portals, AI predictions, RAG search, and performance at scale.

CRM Migration

Structured moves off Salesforce, HubSpot, Pipedrive, Zoho, Dynamics 365, Monday.com, Airtable, Notion, spreadsheets, and South African local platforms. Covers data cleaning, field mapping, ownership transfer, workflow rebuild, parallel running, rollback planning, and post-go-live validation.

CRM to Accounting

Two-way sync between your CRM and Xero, Sage, QuickBooks, FreshBooks, MYOB, Zoho Books, or NetSuite. Automates invoicing, payment tracking, credit notes, commissions, revenue reconciliation, and full CRM↔ERP bidirectional sync with conflict resolution.

CRM Backup & Disaster Recovery

Independent CRM snapshots and point-in-time recovery for Salesforce, HubSpot, and Dynamics that close native recycle-bin gaps: accidental deletes, mass overwrite, ransomware, and retention limits.

CRM Compliance Screening

Embed LSEG World-Check sanctions and PEP screening in HubSpot, Salesforce, Dynamics, or Pipedrive deal and contact workflows so sales screens without leaving the CRM.

Illustration of a CRM system and Xero exchanging customer and invoice data through an automated integration

Connect Your CRM to Xero: Automate Invoicing and Payments

Your team is retyping won deals into Xero by hand. One client cut that from six hours a week to one, started getting paid nine days sooner, and recovered R117,000 in year one.

Illustration of a CRM system and QuickBooks exchanging customer and invoice data through an automated two-way integration

Connect Your CRM to QuickBooks: End Double Data Entry

Won deals should invoice themselves. One client went from seven hours a week of re-capturing to 45 minutes, closes month-end 55% faster, and now bills within four hours of a win.

Illustration of a CRM system and Sage Pastel exchanging customer and invoice data through an automated integration

Connect Your CRM to Sage Pastel for South African Businesses

A Johannesburg distributor went from 35 minutes an order to three, and turned VAT201 week into an afternoon, giving back over 500 hours a year. Yes, this works with Pastel on your office server.

Illustration of a CRM record panel and Sage Business Cloud Accounting exchanging invoices through an automated cloud integration

Connect Your CRM to Sage Business Cloud Accounting

A Cape Town firm went from nine days to same day on invoicing, cut 21 days off its debtor cycle, and freed up R860,000 in working capital. This is the cloud Sage, not desktop Pastel.

Connect Your CRM to Zoho Books: Unified Sales and Finance

Nine hours a week of patching Zoho's native sync became one, payments landed 11 days sooner, and R170,000 came back in year one. Works for HubSpot and Pipedrive into Books too.

Connect Your CRM to NetSuite: Enterprise Finance Integration

A five-subsidiary group cut order handling from R540 to R85 a deal, took eight days off the group close, and recovered R2.1 million in year one. Revenue recognition and FX included.

A CRM panel and an Accounting panel connected by bidirectional ribbons of light carrying contact records, illustrating automated two-way customer sync

Two-Way Contact Sync Between CRM and Accounting Software

A 65-person firm cut its duplicate rate from 22% to under 2%, eliminated 8 hours a week of data reconciliation, and recovered R185,000 in year one. Both systems stay current, automatically.

A CRM deal card showing Closed Won status connected to an auto-generated invoice by a flowing ribbon of data, illustrating deal-to-invoice automation

Auto-Create Invoices When CRM Deals Close

A 35-person services firm went from five-day invoice delays to same-day billing, saved 380 hours a year, and collected payments 12 days faster. Works with any CRM and accounting system.

An accounting ledger panel and a CRM contact card connected by a flowing ribbon of payment status data, illustrating automated payment sync from accounting to CRM

Sync Payments from Accounting Back to Your CRM

A 30-person B2B firm eliminated 40+ weekly finance interruptions, cut bad debt from 2.8% to 0.9%, and lifted renewal rates from 76% to 89% by syncing payment status into the CRM.

A CRM subscription card and a recurring invoice connected by a flowing sequence of auto-generated monthly invoices, illustrating recurring billing automation

Recurring Invoice Automation from CRM Subscriptions

A 40-person services firm recovered 4% of recurring revenue, cut the monthly invoice run from 22 hours to three, and reclaimed R210,000 a year lost to missed escalations and billing gaps.

A CRM panel showing a cancelled deal and an accounting credit note badge connected by a flowing ribbon of credit note documents, illustrating automated refund and credit note sync

Credit Notes and Refunds Flowing Between CRM and Accounting

A B2B distributor went from 12 hours a week on credit notes to 90 minutes, eliminated VAT return corrections, and recovered R140,000 in year one. Works with any CRM and accounting system.

A CRM panel showing an approved quote connected to an accounting invoice badge by a flowing ribbon of documents, illustrating an automated quote-to-invoice workflow

CRM Quote-to-Invoice Workflow: From Proposal to Payment

A consulting firm cut quote-to-invoice time from seven days to same day, saved 440 hours a year, and recovered R195,000 by eliminating manual re-entry between CRM and accounting.