Software integration

Your tools work. They just don’t talk to each other.

Software integration for businesses paying for good tools that share nothing. We connect the ones that work, replace the ones that don’t, and build the system in the middle that ties them together, then keep it working as one monthly service.

A student's record: course progress, enrollment, coaching and job search status, with tabs for activity, course, coaching calls, job search, billing and testimonials, and a list of coaching calls with attendance to confirm.
Where does each student stand? One record: course progress, coaching calls, the job search and billing. A staging copy, with sample data.
Sound familiar?

Every tool made sense. Together, they’re a patchwork.

Your CRM, your books, your calendar and your inbox each do their job. None of them knows what the others know, so your people carry information between them by hand, and the reports disagree.

Illustration, with sample data: one order is re-typed by hand from the CRM to the books, to the inbox, to a spreadsheet. Its total comes out different along the way (CRM $4,800, Books $4,850, Inbox $4,750, Spreadsheet $4,800), so nobody can say which number is right.
  • “We type the same order into three systems.”Manual entry
  • “The CRM says one thing and the books say another.”Scattered data
  • “We pay for six tools and still do half of this by hand.”Redundant tools
  • “I can’t get one report without exporting from everything.”No visibility
  • “Every Friday someone checks the spreadsheet against the books.”Admin overhead
What we build

One system in the middle.

We start by working out which of your tools are doing their job and which are getting in the way. The ones that work stay. Then we build the layer that ties them to one record of every customer, order and job, so information is entered once and shows up everywhere it’s needed.

Entered once.
An order, a booking or a payment is recorded where it happens, and every tool that needs it gets it. Nobody types it twice.
One record per customer.
Every email, meeting, invoice and payment tied to the right customer, in one place you can search.
Reports that agree.
The numbers come from one source, so the pipeline, the books and the calendar tell the same story.
Kept working.
When a tool changes how it connects, we fix the connection. That’s part of the monthly fee, not a new project.
Keep, connect, replace

We don’t replace your stack. We sort it.

Most businesses don’t need to throw their software away. We go through it tool by tool: what’s good at its job stays and gets connected, what duplicates something else goes, and the gaps between them become the system we build.

Illustration, with a sample stack: QuickBooks, Google Calendar, Stripe and Gmail are kept and connected to one system, feeding it invoices and the books; meetings, on the right customer; payments, matched to orders; every email, on the right account. A second CRM is replaced and the spreadsheet retired, their jobs (contacts and deals and the pipeline) built into the system, which holds one record per customer.

An illustration with a sample stack. Which tools stay is decided for each business, in the recommendation.

MedSalesCoach · Medical device sales education

It doesn’t have to start with untangling.

MedSalesCoach teaches candidates how to break into medical device sales. It was a new business, so rather than untangle a stack of tools, we connected the right ones from the start.

Calendly and Zoom are connected to one platform, so every coaching call is booked, recorded and transcribed automatically, and each one is analysed. Payments run in the same place. We integrated the tools that were already good at their job and built everything around them.

Everything about a lead or a student lives in one record, from the first visit to the site through enrolment, coaching and the job search, with nobody moving a file from one tool to another.

The funnel report: new leads, worked, consultations booked and held, enrolled and win rate, a lead progression chart, a breakdown of why leads were lost, and lead and enrollment volume over time.
Which leads become students? The funnel from first lead to enrolment, and why the rest were lost.

This screen is from a staging copy with sample data, not MedSalesCoach’s own records. Read the full story

Off the shelf or built for you

Sometimes a connector is enough.

If two tools only need to pass one thing between them, an off-the-shelf connector like Zapier is the right call, and we’ll tell you so. It stops working when the connections multiply and nobody owns them.

Point-to-point connectors: Each tool wired to each other tool, one connection at a time.
One system in the middle: Every tool connects once, to the system in the middle.
Point-to-point connectors: Data copied from tool to tool, so the copies drift apart.
One system in the middle: One record of each customer and order, which every tool reads from.
Point-to-point connectors: Nobody owns the connections, so a broken one goes unnoticed.
One system in the middle: We own the connections, and fixing one is part of the monthly fee.
Point-to-point connectors: Reports still mean exporting and stitching together.
One system in the middle: Reports come from one source, so they agree.
Point-to-point connectors: Every new tool means more wiring.
One system in the middle: A new tool connects once, and everything else sees it.

Use standard software where your needs are standard. Build around the parts of your business that aren’t.

How it works

We carry the build. You start paying when it launches.

Traditional custom development asks you to pay a large sum before anything exists, then pay again every time something needs to change. We reverse that: we invest in building your system first, and the same team keeps it working and improving from there.

First
The agreement. A written agreement and a detailed specification come before any development starts.
Launch
Billing begins. There’s no upfront development fee. Your monthly subscription starts when the system is ready to launch.
After
It keeps improving. Hosting, support and continued development, within a scope we agree on in writing, all in the same monthly fee.

How the model works

Questions

What owners ask first.

They say: “Why not just use Zapier?”

Sometimes you should, and we’ll tell you when.

For a simple handoff between two tools, a connector is quick and cheap. We build when the connections multiply, or when the business needs one record no connector can give it.

Carried by: Yours to call
They say: “Do we have to replace our tools?”

No. The ones that work stay.

We replace a tool only when it duplicates something else or gets in the way, and we’ll show you why before anything changes.

Carried by: Gemstone
They say: “What if one of our tools has no way to connect?”

We’ll tell you what that means before you sign.

Most business software can be connected. When a tool can’t, the recommendation lays out the options, including replacing it.

Carried by: Gemstone
They say: “What happens when one of the tools changes?”

We keep the connection working.

Tools update and change how they connect. Fixing that is part of the monthly fee, not a change order.

Carried by: Gemstone
They say: “Can you get us off some of these subscriptions?”

Sometimes, and we’ll say which.

Where a tool is doing a job the system can do better, we’ll recommend retiring it. We won’t promise a saving we can’t see yet.

Carried by: Gemstone
Next step

Bring us your list of tools.

Start with a free 30-minute call about how your business runs and what it runs on. No slide deck, no quote, and if a connector would do the job, we’ll tell you.