Integrations and Reporting

    Integrations, Reporting, Dashboards

    CRM half-configured, data in five places, no single view of what's working. We connect the dots so you get reliable data and dashboards you can trust.

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    What We Cover

    CRM Setup

    Fields and pipelines that match how you work. Clean data so decisions aren't based on a mess.

    Reporting Visibility

    Dashboards that pull from the sources you already use. One place to see pipeline, revenue, and operations.

    Tool Connectivity

    QuickBooks, spreadsheets, CRM, project tools. We connect them so data flows once and you get one source of truth.

    Pricing

    Start with CRM cleanup, build a dashboard, or let us review your whole stack and connect everything properly.

    Foundation

    CRM Setup or Cleanup

    $500

    starting from

    Get your CRM configured right: fields, pipelines, and clean data. One system, done properly.

    • Fields and pipeline setup
    • Data cleanup and migration
    • Team onboarding support
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    Dashboard or Integration Build

    $800

    starting from

    One dashboard that pulls your key numbers, or one integration between two tools. Scoped and delivered.

    • Custom dashboard build
    • Tool-to-tool integration
    • Data flow documentation
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    Full stack

    Full Stack Review and Build

    Custom

    scoped to your goals

    Review your whole stack, then implement CRM, reporting, and connectivity.

    • Full stack audit
    • CRM, reporting, connectivity
    • Ongoing iteration support
    Select

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