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Integrations & CRM

Your tools finally talking to each other.

CRM set-up, clean data and integrations that connect your website, sales, marketing and finance tools into one flow.

The problem

Six tools. No single truth.

Leads arrive by email, live in spreadsheets and get lost between sales and delivery. Every report starts with an argument about whose numbers are right.

Agents and AI only work on top of clean, connected data. This is the foundation.

What you get

Five things, done properly.

Systems mapEvery tool, every handover, every gap

CRM set-upHubSpot or your CRM, configured for how you sell

IntegrationsWebsite, email, ads, finance and support connected

Data clean-upDuplicates merged, fields standardised

DashboardsPipeline and revenue in one view

How it works

01Map
Week 1. How leads, customers and money move through the business today.
02Design
Week 2. The target flow, with one owner for every piece of data.
03Build
Weeks 3–5. CRM configuration, integrations and data migration.
04Train
Week 6. Your team learns the new way of working, with short guides.

Rows of design desks and monitors in a quiet studio

What we measure

Lead response time

How fast new enquiries get a reply.

Data quality

Share of records complete and duplicate-free.

Manual steps removed

Handovers that now happen automatically.

FormatsPriced on value, not hours

Systems Sprint

2 weeks · fixed price · from $4,900

A full map of your tools and a prioritised integration plan.

Integration Project

Most chosen

Priced on the problem · from $12,000

CRM, integrations and migration, delivered and documented.

Questions

Honest answers.

Which CRM do you recommend?

Usually HubSpot for small and growing teams, but we work with what fits your sales process.

Can you migrate our old data?

Yes, cleaned and de-duplicated on the way in.

Do you support it afterwards?

Yes, through the Automation Program or a light monthly support plan.

Related productsAutomate

Agents & AutomationSales, content and admin that run themselves Knowledge SystemsAssistants that answer with your company's truth Internal toolsSmall software built for how you work

Start hereBrisbane · Sydney · Coffs Harbour · Gold Coast · Melbourne

What's annoying you about your business?

Tell us the problem. We'll tell you honestly whether we're the right people to fix it.

Talk to Secret