CRM & Sales
Where deals and pipeline live.
- HubSpot
- Pipedrive
- Salesforce
- Attio
- Close
- Copper
- Folk
- Airtable
Systems we integrate
59+ tools, one approach.
We 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.
We do not pick tools for novelty. We 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
- n8n
- Make
- Zapier
- Retool
- Custom APIs
- Webhooks
+ custom APIs, internal databases, and whatever your firm runs on.
Stack philosophy
Three rules we hold the stack to.
- 01
No proprietary platform
We never make our 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 we say so. Otherwise we 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; we send back a written audit within a business day.