IT Integration
Connect your tools into one efficient system.
Your CRM, accounting, database, email and calendar, donor or client records and your forms, connected to one core, so information is entered once and trusted everywhere.
CRM
Contacts, deals, history
Accounting
Invoices, payments, reconciliation
Database
Records of record, kept clean
Email & calendar
Sending, scheduling, follow-up
Donor or client system
Giving or engagement history
Forms
Intake, requests, applications
CRM
Contacts, deals, history
Accounting
Invoices, payments, reconciliation
Database
Records of record, kept clean
Email & calendar
Sending, scheduling, follow-up
Donor or client system
Giving or engagement history
Forms
Intake, requests, applications
What it covers
The glue between everything you already own.
Most organisations do not need another tool. They need the ones they have to agree with each other.
Integration audit
Find out what actually talks to what today, where data is re-typed, and where it disagrees with itself.
API & webhook work
Real-time connections between the tools you already own, so events flow instead of being polled by hand.
Data migration
Moving records between systems without losing history, mapped, dry-run and reconciled before the switch.
Identity & access
One login, correct permissions, and an audit trail of who changed what.
BI & dashboards
Reporting built on live data, so the numbers agree and nobody rebuilds them in a spreadsheet.
Monitoring & support
Integrations are watched, and someone is accountable when a connection breaks.
How it runs
Audit, map, connect and monitor.
Integration work fails when it is done all at once. We stage it so daily operations keep running throughout.
- Step 1
Audit
Map every system, who uses it, and where the manual hand-offs are.
- Step 2
Map
Define the canonical record for each piece of data, and who owns it.
- Step 3
Connect
Build the integrations in order of value, testing each against real records.
- Step 4
Monitor
Watch the connections, alert on failures, and keep the data clean.
Next step
Find the first thing worth automating.
Thirty minutes, no cost, and you leave with your top three automation candidates whether or not we work together.