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datalance
CRM integration

Connect your CRM with the rest of the business, no copy-paste

We connect your CRM with invoicing, ERP, forms, email marketing and calendars. Data flows on its own and your team gets back to selling.

Book a call (30 min)Time: 2–6 weeks

Who it is for

  • ✓Companies with a CRM and a separate invoicing system or ERP
  • ✓Teams patching processes with Zapier after hours

Who it is not for

  • ✕One-off scripts with no maintenance

Symptoms we fix

  • The same data typed into several places
  • Invoices and quotes never reach the CRM
  • Automations that break without warning
Before

Someone copies data between 5 systems every day.

After

Data flows on its own and copy-paste errors disappear.

Scope of work

  1. 01Map of systems and flows
  2. 02Integrations via API, n8n, Make, Zapier or Cloudflare Workers
  3. 03Monitoring and error alerts
  4. 04Documentation and handover

What exactly you get

  • ■Working integrations with monitoring
  • ■Data flow diagram (target state)
  • ■Runbook for your team

Time: 2–6 weeks

Pay for results

How we bill

You do not pay for hours. Before we start, we agree a business goal in money and bill on reaching it.

Typical goal: labour cost savings or faster invoicing and cash collection.

Billing model: [TO FILL: e.g. fixed fee from X + % of the increase]

No result, no [TO FILL: bonus / payment].

See billing details →

Questions about this service

What if an integration breaks?

Every integration has monitoring and alerts. Under maintenance we fix it before your team notices.

Let’s check whether it pays off for you

A 30-minute call. We will tell you where we see the biggest leak and which business goal makes sense. No sales pitch.

✓ After the audit you get a process map, priced leaks and a proposed goal, even if we do not continue.

Book a call (30 min)