System Integrations & CRM Setup
15-minute fit call. No commitment. Scope in writing.
Salesforce Certified Platform AdministratorVerifyReal accounting depth, not a checkbox: we've shipped live Xero integrations covering P&L reporting, reconciliation, and COGS mapping.
Typical outcome
The partnership
One 15-minute fit call. Scope in writing within 1–2 business days. Live in weeks, tracked on the Atlas platform.
As a client, you work directly with senior engineers. There are no account managers or outsourced support. Every commitment is tracked in writing: response times, actions, health reports.
Partnership from $1,995/mo. Every build is priced in writing on the fit call.
Deliverables
Automation that saves time and eliminates manual work
Leads flow automatically from website to CRM. No manual data entry.
Save 5–10 hours per week by eliminating manual work and duplicate entry.
HubSpot or Salesforce configured for your business processes.
Website, payments, accounting, and inventory, all connected and automated.
Move data from spreadsheets or existing systems with cleanup and deduplication.
Monitoring and alerts so you know if something breaks.
Your team learns how to use the system effectively.
Complete handoff documentation for your reference.
FAQ
We set up integrations across many systems: CRM (HubSpot, Salesforce, and others), payments (Stripe/Square to QuickBooks/Xero), inventory (to e-commerce, accounting, or CRM), email (Mailchimp/ConvertKit to CRM), calendar (Calendly/Acuity to CRM), and custom systems. CRM setup and integration is a primary offering, but we work with many other systems.
We work primarily with HubSpot and Salesforce, and can work with other platforms depending on your needs. HubSpot works well for all-in-one marketing and sales. Salesforce excels for complex workflows and enterprise needs. We'll help you choose the right platform based on your requirements.
No. While CRM setup and integration is a primary offering, we work with many systems: payments (Stripe, Square), accounting (QuickBooks, Xero), inventory systems, e-commerce platforms, email marketing tools, calendar systems, and custom APIs. We'll help connect whatever systems you need.
Yes. We can migrate data from spreadsheets, existing CRMs, accounting systems, inventory systems, or other platforms. Data cleanup and deduplication are included in the migration scope.
Single integration takes 1–2 weeks. Two integrations take 2–3 weeks. CRM setup with basic integration takes 2–3 weeks. CRM setup with data migration and multiple integrations takes 3–4 weeks. Custom integrations take 3–4 weeks or longer depending on scope. Timeline depends on data complexity, number of integrations, system types, and automation requirements.
Error handling and monitoring are built into every integration, and the partnership watches it after launch. When something breaks, you hear from us within the notification window written into your agreement.
Yes. Team training and documentation are included in every setup. We ensure your team knows how to use the CRM and integrations effectively.
Yes. We can integrate with custom systems if they have APIs or webhook capabilities. Complex custom integrations are priced in writing on the fit call.
Get started
CRM, payments, accounting, and more, connected in onboarding and run every month after. Partnership from $1,995/mo. Every build is priced in writing on the fit call.
Want 24/7 phone or chat intake? See Intelligent Intake.Want AI in your workflows or site? See AI Integration & Automation.
