What's included

• CRM System Architecture & Setup

  Design and configure your CRM instance (data model, custom fields, user roles/permissions) to match your sales or ops processes, ensuring a scalable foundation.

• End-to-End Workflow Automation

  Build tailored automation flows—skip-tracing triggers, phone-validation steps, comm-log syncing, follow-up reminders—using Zapier, PWA, or native CRM workflows to eliminate manual hand-offs.

• API Integration & Data Enrichment

  Connect third-party services (DirectSkip, idiCore, Trestle, DocuSeal, etc.) via secure APIs, including endpoint mapping, authentication, payload design, error-handling, and ongoing token refresh logic.

• Custom Client & Internal Portals

  Develop a branded, low-code mini-app or portal (ProcFu, Zoho Portals, HubSpot custom code) that surfaces related records, dynamic filters, and action buttons—streamlining both client and team workflows.

• VOIP & Telephony Integration

  Integrate your VoIP provider (e.g. Ring.io) with your CRM to log inbound/outbound calls (with duration, recording URLs, dispositions), handle webhook events, dedupe records, and link calls to contacts or deals.

• Data Migration, Cleanup & ETL

  Plan and execute migrations or ETL between CRMs (Podio ↔ Zoho ↔ HubSpot), including deduplication, public-view filters, full field mapping, and validation scripts to preserve data integrity.