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04 / CRM and Data Integration

Plumbing is unglamorous
and it decides everything.

One version of the truth, in a system you can leave whenever you want.

Fixed project fee, quoted after the audit. Typically $6,000 to $25,000.

The shape of it

Every AI project eventually runs into the same wall: the data is in four places, three of them disagree, and one of them is a spreadsheet on somebody laptop. No model fixes that.

We connect the systems, reconcile the records, and put the result somewhere you own. Portability is a design requirement, not a feature. If you ever want to walk away from us or from a vendor, the data comes with you.

What you get

  1. 01Integrations between your CRM, billing, email and whatever else matters
  2. 02A reconciled record model with deduplication and conflict rules written down
  3. 03Reporting that pulls from one source instead of four exports
  4. 04Full data ownership and export path, documented on day one