Service 04
Business Automation & CRM
Internal tools, operations dashboards, and integrations that connect your existing systems and reduce repetitive work.
Discuss your projectWho this is for
Teams managing customer information across disconnected tools, repeating manual data entry, or needing an internal system tailored to their operations.
What I build
- Custom CRM and operations dashboards
- OAuth, webhooks, and third-party API integrations
- ServiceM8, Gmail, and Outlook workflows
- Role-based access and internal business tools
Typical scope
Start with one workflow, such as syncing customer records, routing inquiries, or managing appointments. A broader project can include a CRM, a custom calendar, role-based access, and operations dashboards. The goal is to connect or extend the tools your team already uses where practical.
Relevant work
How we work together
- 01Walk through the current workflow and identify the manual steps and data sources.
- 02Review API access, permissions, and the rules for moving data between systems.
- 03Build the agreed integration or internal tool, including error handling and access controls.
- 04Test the workflow with agreed sample data and document how the team should use it.
Pricing
Let’s scope your project
We scope the workflows, systems, permissions, and data involved. A focused integration and a full CRM have different requirements and are quoted accordingly.
Common questions
- Do we need to replace our existing software?
- Not necessarily. We first check whether an integration or a small internal tool can solve the problem with the systems you already use.
- Can you integrate any business tool?
- It depends on the tool’s API, permissions, and data access. I confirm feasibility during scoping before committing to an integration.
- Can we start with one automation?
- Yes. A single well-defined workflow can be a useful first project, with further work scoped separately.
Tell me what you want to build.
Share your goals and current setup so we can agree on a practical scope.