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CRM & Integrations

CRM & Integrations

Connect your CRM, payment systems, booking tools, and communication platforms into a single unified workflow. No more switching between 5 tabs.

89%
Less manual follow-up

How It Works

Your connected system

Connect to Everything

Plug into your existing systems.

Orchestrate workflows across your CRM, website, messaging, and payments — through one unified platform.

NEX
HubSpot
Salesforce
Calendly
Zapier
Website
SMS & Email
Stripe
Analytics
Orchestration
Data Pipeline

The Impact

Your connected ecosystem

Traffic Sources
Google Ads
Meta Ads
Website
Referrals
NEX Automation Engine
Instant SMS
Email Drip
Lead Score
Your Systems
CRM Pipeline
Analytics
Payments

What's Included

Everything you get

CRM Setup & Migration

From scratch setup or migration from your existing system. Custom pipeline stages, fields, and views built around your specific sales process.

Pipeline Design

Custom pipeline stages from first inquiry to closed deal. Every stage has automated actions — reminders, follow-ups, status updates.

Multi-Source Intake

Inquiries from your website, ads, social, directories, referrals, and phone all flow into one pipeline. Every inquiry gets a pipeline entry — automatically.

Payment Integration

Connect Stripe, invoicing, and billing directly to your CRM. See revenue data alongside pipeline data in one view.

Custom Dashboards

Real-time dashboards showing pipeline health, team performance, traffic source ROI, and conversion metrics.

Data Sync Across Tools

Changes in HubSpot update Stripe. Calendly bookings create CRM contacts. Google Analytics data flows into your dashboards. No manual syncing, no stale data.

Our Process

How we deliver

01

System Audit

We document every tool you use, every data flow, and every manual process. We identify what to keep, what to replace, and what to connect.

02

Architecture Design

We design the integration architecture — which systems talk to which, what data flows where, and how automations trigger.

03

Build & Migrate

CRM configured, integrations built, data migrated, and automations connected. We test everything before your team touches it.

04

Train & Support

Your team gets a walkthrough of the new system. We provide documentation and 2 weeks of hands-on support post-launch.

Built With

Technologies we use

HubSpotCRM
SalesforceCRM
StripePayments
CalendlyScheduling
ZapierIntegration
Google AnalyticsAnalytics

Common questions

Does this integrate with my existing CRM?

Yes. We work with HubSpot, Salesforce, Pipedrive, and most major CRMs. If you don't have a CRM yet, we'll set one up from scratch.

Will I lose my existing data during migration?

No. We export, clean, and migrate your data with full backups at every step. Nothing gets deleted until the new system is verified.

How many integrations can you connect?

There's no limit. Most projects involve 3-6 integrations. We've connected up to 12 systems in a single build.

Do you provide training for my team?

Yes. Every project includes a full team walkthrough, written documentation, and 2 weeks of hands-on support after launch.

Ready to get started?

Book a free 30-minute call to discuss your project. We'll map out your needs and give you a clear plan.

Unify Your Systems