API Development & Integration
Connect your CRM to every tool in your stack with custom APIs and real-time data sync.
Your CRM is only as powerful as its connections. We build robust APIs and integrations that make your CRM the central hub of your business operations, syncing data in real time across every tool your team uses. No expensive middleware or third-party connector subscriptions required.
Custom API Development
We design and build APIs that follow industry best practices: RESTful architecture, proper authentication, rate limiting, versioning, and comprehensive documentation. Your developers (or ours) can extend the system with confidence.
- RESTful API endpoints for all CRM data
- Webhook support for real-time event notifications
- OAuth 2.0 authentication for secure access
- Rate limiting and usage monitoring
- Interactive API documentation
- Client SDKs for common languages
Third-Party Integrations
From accounting software to email platforms to project management tools, we build integrations that keep data flowing automatically. No more copying data between systems or reconciling mismatched records.
Data Integrity Guaranteed
Our integrations include conflict resolution, error handling, retry logic, and monitoring. When something goes wrong (and in distributed systems, things occasionally do), the system recovers automatically and alerts your team.
Key Features
- RESTful API development
- Third-party integrations
- Webhook implementations
- Real-time data synchronization
- OAuth and security protocols
- API documentation and SDKs
What You Get
Measurable outcomes that impact your bottom line.
Single source of truth across all systems
Eliminate data silos and manual transfers
Real-time sync between platforms
Secure, documented, maintainable integrations
Frequently Asked Questions
What Our Clients Say
“Client onboarding, document collection, and tax prep workflow all in one system. Tax season is still busy, but it's organized busy instead of panicked busy.”
Paul Whitaker
Managing Partner, Whitaker & Associates CPA
Nashville, TN
“Donor management, volunteer tracking, and program outcomes all connected. Grant reporting that used to take days now takes an hour. Our board loves the dashboards.”
Amara Washington
Executive Director, Fresh Start Foundation
Baltimore, MD
“Client review meeting prep used to take 2 hours per meeting. Now the CRM generates a complete client brief with portfolio changes, life events, and action items in 5 minutes.”
Arthur Simmons
Founder, Simmons Wealth Management
Scottsdale, AZ
“Wine club management, tasting room POS, and wholesale distribution CRM. Every customer interaction across all channels feeds into one profile. Our wine club retention hit 85%.”
Andrea Russo
Head of Sales, Bella Vista Winery
Napa, CA
“We were drowning in spreadsheets and sticky notes. Our custom CRM now pulls leads from Zillow, Realtor.com, and our website into one pipeline. Agent productivity is up 40% in six months.”
Sarah Mitchell
Managing Broker, Pinnacle Realty Group
Austin, TX
“Executive search requires deep relationship management over years. Our CRM tracks every interaction so when the right role comes up, we know exactly who to call.”
Brandon Hayes
Owner, Hayes Executive Search
Dallas, TX
“Customer health scoring, usage analytics, and automated expansion triggers. Our net revenue retention went from 95% to 115% in one year.”
Nathan Briggs
Head of CS, DataPulse Analytics
Austin, TX
“Event management from lead to invoice. The automated tastings scheduler and proposal generator cut our booking time from 2 weeks to 3 days.”
Robert Campbell
Owner, Campbell Catering Co
Atlanta, GA
Ready to Transform Your CRM?
Let's discuss how this service can solve your specific challenges. No commitment required.