CRM & Workflow Sync

Our AI links directly to the software you use every day. It moves customer data, books calendars, and sends staff alerts completely on autopilot so your team never has to copy and paste information by hand.

See the Difference

Before
📑Data in spreadsheets
🔀Manual data copying
❌Deals falling through
🤷No single source of truth
⏰Hours on data entry
→
After
🔗All tools connected
🤖Data syncs in real time
👀Full customer overview
👥Whole team aligned
📊Reports update themselves

Seamless Customer Management Connections

Salesforce

HubSpot

Pipedrive

Zoho

Plus 50+ other popular customer management and business platforms

Make Your Daily Work Easier

Keep All Your Info In One Place

Stop having customer information scattered across different systems. Put it all in one place.

Dramatically Reduce Manual Work

Stop doing boring, repetitive work. Let the system do it so you can focus on growing your business.

Stop Making Typing Mistakes

Keep your customer information accurate and up-to-date without having to check it manually.

Integration Pricing

Standard

$1,500 + GST

One-Time Payment

What's Included

  • ✓Connects directly to your CRM, HubSpot, or spreadsheets to save client info instantly
  • ✓Plugs into Google Calendar or Calendly to book appointments automatically
  • ✓Sends instant alerts to your team via Slack or SMS the second a hot lead appears
  • ✓Links smoothly with tools like Xero to update your office files

Custom

Custom + GST

Quoted on a free call

Examples

  • ✓A customer comes in, gets scored based on what they are looking for, and is automatically routed to the right person on your team with a personal follow up email
  • ✓Your AI Receptionist books an appointment, adds the customer to your database, sends them a confirmation email, and creates a task for your team to prepare
  • ✓Customer data from multiple sources like your website, Facebook, and email all gets pulled together into one dashboard so you can see everything in one place
  • ✓When a new customer signs up, they automatically receive a welcome email sequence, get added to your invoicing system, and a task is created for onboarding
  • ✓Your AI Receptionist detects a serious enquiry and immediately sends you a phone alert with their details so you can follow up personally within minutes
  • ✓End of day reports are automatically generated from your sales or booking data and sent to your inbox every morning
  • ✓A customer leaves a negative review and your team is instantly notified with the details so you can respond quickly before it escalates

Connect Everything