CRM and accounting
A won deal creates the customer and the invoice without anyone retyping the details.
CRM integration and connected systems
Data entered once, landing everywhere it is needed
For businesses running on several systems that do not talk to each other. We connect them, so information moves without a person carrying it.
Most businesses run on four core systems: customer records, accounting, job management, and people and payroll. When they are not connected, someone copies information between them, and that is where time goes and errors creep in. CRM integration, and connecting the rest of your systems to it, removes that manual step.
The value is rarely in any one system. It is in data moving between them. We build the integrations ourselves, including custom interfaces where no ready-made connection exists, which is most of the interesting cases.
Why 3S
- One contract, one point of contact
- A plan within 48 hours
- Photo-verified sign-off against the spec
- Funding available on the work
CRM integration and connected systems
What we connect
CRM and email
Emails and contact history logged against the right record automatically.
Job management
A signed quote becomes a scheduled job, and a completed job feeds straight into billing.
Forms and portals
A submitted form creates the record, the folder and the notification in one pass.
People and payroll
Timesheets, holidays and certification expiry dates reaching the systems that need them.
Document storage
A folder created automatically for each job, with the same structure across the business.
Custom interfaces and event triggers
Built where no ready-made connection exists between two systems.
Reporting
Dashboards that pull from every connected system, instead of a spreadsheet someone updates on Friday.
Getting CRM integration right
Integration fails when it is bolted on before anyone agrees what the data should be. If the CRM and the accounts system hold customer names differently, connecting them simply copies the mess faster. So we map the process first, agree which system owns each piece of information and standardise it before building a single connection.
Every integration also needs a clear route for failures. When a record does not sync, the right person should be told, and it should be obvious how to put it right. That is part of what we build, along with a named owner for each system, so someone is always responsible.
Signs your systems need connecting
The same customer details typed into three places. Invoices raised late because job completion sits in a different system. A weekly report that takes half a day to assemble. Certificates that lapse because the expiry date lives in someone's inbox. Each of these is a data problem, and each can usually be solved by connecting what you already have rather than replacing it.
How it works
Three steps, one point of contact
Step 1
Map the data
We audit how information moves between your systems and where it is re-keyed. You agree which system is the master for each type of record.
Step 2
Build the connections
We build the integration layer in-house, using direct connections where they exist and custom interfaces where they do not. Each connection is tested with real records before it goes live.
Step 3
Own it and measure it
Every system gets a named owner and your team is trained on what has changed. We measure the time saved and errors removed, then look at the next connection.
Funding
Spread the cost
A systems integration project is a capital project like any other. It can be spread over a fixed term through our sister business, Novora Asset Finance™, rather than taken out of this quarter's cash, subject to status and credit approval. Terms, total cost and any fees are set out before you commit.
Evidence
What you end up holding
A documented map of your systems and how data moves between them, a record of which system owns each type of information, and before-and-after measurements for the tasks the integration replaced.
Questions
CRM integration and connected systems: common questions
Do we need to replace our current systems?
Usually not. Where a system works for you, we connect to it. We only suggest replacing one if it cannot hold the data you need or cannot be connected at all, and we will explain why.
What if there is no ready-made connection between two of our systems?
Then we build one. Custom interfaces and event triggers are a normal part of our work, because the most useful connections are often the ones nobody has packaged.
What happens when a sync fails?
A good integration reports its own failures. We build in alerts, so the right person knows when a record has not moved, along with a clear way to put it right.
Is this suitable for trades and FM businesses?
Yes. The gaps between quoting, job scheduling, site paperwork and invoicing are a common source of lost time in these businesses. We also run FM work ourselves, so we understand how jobs are dispatched and signed off.
Can integration work be financed?
Yes. Automation and systems builds can be funded over a fixed term through our sister business, Novora Asset Finance™, subject to status and credit approval. Funding is an option, never a condition.
Related services
Often needed alongside this
Business automation for small businesses
For owners and teams losing evenings to admin. We build automation around how your business already runs, then measure what it saves.
Read more →Business process auditFor business owners who know admin is eating the week but not exactly where. You get a documented map of how work moves and a ranked list of what to fix first.
Read more →Asset financeFor businesses that need plant, vehicles, IT or equipment without handing over the full price on day one. The cost is spread into fixed monthly payments, arranged through Novora Asset Finance™.
Read more →