Connect systems & set up a CRM

The customer sits in the mail program, in the spreadsheet and in the invoicing software, each time slightly different. A new CRM has been on the list for months.

  • Inputs
  • CRM
  • Spreadsheets
  • Bookkeeping
  • Calendar

otonit unit · Connect systems & set up a CRMRunning

One casethe same status everywhere
  • FormNew contact
  • CRMCreated, duplicate checked
  • SpreadsheetSynced
  • InvoicingCustomer number copied
  • CalendarFirst call booked
  • MailboxHistory linked
Example · Sample Engineering Office

The unit takes over

  • Creates data once and keeps it the same everywhere
  • Checks for duplicates and errors
  • Sets up your CRM around your process
  • Connects new programs when you switch

You decide

  • Which programs stay
  • Which data may go where
  • The access, all in your accounts

Your programs

Runs in the programs you already have. Nothing new to learn, nothing to switch.

See our stack
  • n8n
  • HubSpot
  • Pipedrive
  • Airtable
  • Notion
  • Google Sheets

Examples from:TradesService businessesRetail & e-commerceLaw firms & offices

How it works

  1. Free

    First call

    You show us what still runs by hand every day. We tell you honestly what can be automated.

  2. One page

    Concept

    What we would build, in plain language. Fixed scope, no obligation to continue.

  3. Live in 2–4 weeks

    Build

    We build your unit, test it and run it. Approval stays with you.

  • Fixed-price scope
  • Yours to keep
  • DPA on request
  • Approval with you

More solutions

Should this task run itself in your business?

A few sentences about your process are enough. We reply within one business day, no obligation.

Request a free check