Integrations
Keep the tools that work. Connect the work that matters.
Map how information moves between your tools, then distinguish what needs configuration from what requires separate development.
01 Review
Start with what you use today.
List the tools for conversations, customers, documents and reporting, and confirm where each record lives and who owns it.
02 Map
Find where information breaks.
Mark the steps where the same information is entered twice, where a handoff relies on memory, or where a person must approve.
Related capabilities
WhatsApp connection
Connect WhatsApp Business.
Cloud storage connectionConfigured to need
Connect to cloud file storage, assessed per project.
03 Scope
What is configured, and what is built.
Spell out which connections are configured to need and which have to be built separately.
Related capabilities
Accounting software connectionBuilt separately
Connect to existing accounting software, assessed per project.
Custom integrationsBuilt separately
Additional connections built to order.
Third-party connectivity, permissions and available features are confirmed for each project.
You don't have to replace every tool.
Map the tools you use today, then distinguish what needs configuration from what requires separate development.