Professional Services
Your Firm Runs on
8 Tools That Don't Connect
Project management, time tracking, billing, CRM, email, calendar, document storage, communication. All separate. All manual. We connect them.
Get Your Systems ConnectedThe Problem
The Professional Services Tool Sprawl
You started with a CRM. Then added project management. Then time tracking. Then billing. Then a separate tool for proposals. Another for document storage. Another for internal communication.
Now you have 8-12 subscriptions and none of them know about each other. Your team copies client names from the CRM into the project tool. Copies hours from the time tracker into the invoice. Copies the invoice number into the CRM. Manually.
Every copy is a chance for errors, delays, and things falling through the cracks. And the person doing the copying? They have better things to do.
Sound familiar?
What We Connect
Integration for Professional Services Firms
We connect the tools your firm already uses so data flows automatically between them.
Project Management → Billing
Milestones hit or hours logged in your PM tool automatically trigger invoices in Xero. No re-entry.
CRM → Project Setup
Deal closes in the CRM, project gets created in your PM tool, team gets notified, billing schedule set up. Automatically.
Email + Calendar → CRM
Client emails and meetings logged to the CRM automatically. Full interaction history without manual notes.
Proposals → Everything
Signed proposal triggers project creation, billing setup, team notification, and client onboarding — one signature, everything kicks off.
Phone → CRM
Client calls logged automatically. Missed calls trigger follow-up. Voicemails transcribed and attached to the client record.
Time Tracking → Invoicing
Hours logged get converted to line items on an invoice. Rates, multipliers, and billing rules applied automatically.
Who This Is For
Professional Services Firms That Have Outgrown Manual Processes
Consulting Firms
Proposal → project → hours → invoice should be one flow, not four separate manual processes.
Marketing Agencies
Client onboarding, campaign tracking, reporting, and billing — connected instead of siloed.
Accounting Practices
Client management, engagement letters, document requests, and billing — without copying data between 5 platforms.
The Process
How It Works
Discovery
We learn your tools, your workflows, and where data gets stuck between systems.
Proposal
Clear scope: what connects, how data flows, what it costs, how long it takes.
Build & Test
Custom integrations deployed to our managed infrastructure, tested with your data.
Managed Service
We host, monitor, and maintain it. You call us when you need changes.
The Big Picture
How It All Connects
FAQ
Common Questions
What kind of firms do you work with?
Consulting firms, marketing agencies, accounting practices, bookkeeping firms, and any service business running on multiple disconnected tools.
Can you connect project management to billing?
Yes — that's one of the most common integrations we build. Milestones or hours logged trigger invoices automatically.
What about CRM to email and calendar?
We integrate CRMs with email and calendar so client interactions are logged automatically. No manual note-taking.
Do you work with niche industry tools?
Yes. We work with whatever your firm runs on — mainstream or industry-specific. If it has an API, we can connect it.
How long does a typical integration take?
Simple integrations take 2-3 weeks. More complex setups with conditional logic across multiple systems take 4-6 weeks.
How Many Tools Is Your Firm Running?
Tell us what you're using. We'll tell you what can be connected and how.
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