CRM & Sales
Where deals and pipeline live.
- HubSpot
- Pipedrive
- Salesforce
- Attio
- Close
- Copper
- Folk
- Airtable
Systems I integrate
50+ tools, one approach.
I build on the systems your team already operates in. CRMs, doc tools, accounting, comms, scheduling, AI - listed below by where they sit in the workflow.
HubSpotPipedriveStripeDocuSignClickUpSlackNotionGoogle DriveAirtableTypeformHubSpotPipedriveStripeDocuSignClickUpSlackNotionGoogle DriveAirtableTypeform
By function
Grouped where the work happens.
I do not pick tools for novelty. I pick the one already in use, or the closest mature alternative if there is a real gap.
Enrichment & Intelligence
Where lead context comes from.
- Apollo
- Clearbit
- ZoomInfo
- LinkedIn Sales Navigator
- Lusha
- Hunter
Communications
Where conversations actually happen.
- Slack
- Microsoft Teams
- Gmail
- Outlook
- Front
- Intercom
Scheduling & Calendar
Where time gets committed.
- Calendly
- Cal.com
- Google Calendar
- Outlook Calendar
- Chili Piper
Documents & Storage
Where paperwork lives.
- DocuSign
- HelloSign
- PandaDoc
- Google Drive
- Dropbox
- Box
- OneDrive
Project & Knowledge
Where work gets tracked.
- Notion
- ClickUp
- Asana
- Linear
- Monday
- Trello
- Coda
Finance & Billing
Where money moves.
- Stripe
- QuickBooks
- Xero
- NetSuite
- Plaid
- Ramp
- Brex
AI & Extraction
Where unstructured becomes structured.
- OpenAI
- Anthropic
- Google Gemini
- Document AI
- Mistral
Glue & Infrastructure
Where everything else gets wired.
- Postgres
- Supabase
- Retool
- Custom APIs
- Webhooks
+ custom APIs, internal databases, and whatever your firm runs on.
Stack philosophy
Three rules I hold the stack to.
- 01
No proprietary platform
I never make my own tool a dependency. Every build lives on infrastructure your team can swap if you have to.
- 02
Migrate as a choice, not a prerequisite
If a tool is genuinely blocking your workflow I say so. Otherwise I build on top of what you already pay for.
- 03
Boring tech where it counts
Postgres, well-known APIs, mature SDKs. Novelty does not survive 18 months. Documented stability does.
Build on your stack
Pick a workflow, keep your tools.
6 service categories, all built on top of the systems your team already pays for. Send one task that is bleeding hours; I send back a written audit within a business day.