Your website form and your customer list
The enquiry arrives as a record, with the name, the number and the request already in the right boxes.
Swann
Integrations: your tools talking to each other
An integration is two tools you already use, passing information to each other.
A detail is entered once and appears everywhere it is needed. Nothing is migrated and nothing is replaced. Your team keeps the same screens and the same logins.
One enquiry, both ways
Today
- The enquiry lands in an inbox
- Someone retypes it into the customer list
- The same details go into the quote
- They are typed a third time into the invoice
- The unpaid amount lives in yet another tab
Connected
- The enquiry becomes a record the moment it arrives
- The quote starts from the record
- The invoice drafts itself when the work is marked done
- The unpaid amount sits next to the customer
Nobody in this picture changed tools. The tools started talking.
What we connect
Your inbox and your customer list
Messages file themselves against the customer they came from.
Your work list and your accounting tool
Work marked done drafts the invoice. A person checks it and sends it.
Your accounting tool and the screen your team looks at
What is unpaid sits next to the customer, so whoever phones them knows before dialling.
Your spreadsheets and everything above
A sheet can feed a connection and be fed by one, and it stays yours.
How we build it
We watch the work being done
One screen share with the person who does the typing. We write down what gets entered twice.
We write the rules first
What starts the connection, what crosses, what happens when a field is empty. You approve that page before we build.
We clean the records
Connecting before cleaning copies every duplicate into the second tool, so the cleaning comes first.
One connection goes live
The one carrying the most retyping. It runs on your real work from the first day.
The next one follows once the first is quiet
Something works early, instead of everything at the end.
After delivery
- Where it runsWhen two tools can connect inside your own accounts, we set that up once and it costs nothing monthly. A connection that has to run continuously runs on our infrastructure.
- We watch itWhen a tool changes something on its side, we repair the connection. That is what the subscription covers.
- Failures reach a personEvery connection reports its own failures, so an alert lands with someone instead of information going missing quietly.
- It is written downEach connection gets a page: what talks to what, which account it uses, what it may touch, what happens when it fails.
Pricing
| What | Cost |
|---|---|
| The first conversation: one call, our homework, a written solution and a price | No charge |
| Cleaning the records before we connect them | Quoted per project |
| Building the connection | Quoted per project |
| A connection we run and watch for you | Monthly subscription, set in the proposal |
What moves the price: how many tools are involved, whether each one has a proper way in, how many records need cleaning first, and how many conditions run between the two. The number is in the proposal before anything starts.
The numbers, in one place
- Connections are quoted per project, and the first conversation costs nothing.
Questions
Questions
No. Keeping it is the point. We work with what you already pay for and what your team already knows. If one of your tools has no way in at all, we tell you what the options are and the decision stays with you.
You grant it yourself, from your own admin screens. We never ask for a password and we never work from your login. Each connection gets the narrowest access that does the work, and you can revoke it from the same screen you granted it.
It happens without warning, so the connection is built to report a failure rather than stop in silence. If we run the connection for you, watching it and repairing it is what the subscription covers. If it sits inside your own accounts, the repair is quoted per project.
Count the lines someone retypes in a day. If it is four lines between two screens, the connection costs more than it saves, and we say so on the call. If two people in the business would handle the same enquiry differently, settle that first. A connection will move the disagreement along faster.
The next step
Book 30 minutes with us.
We look at the two screens someone in your business retypes between, and help you get them passing information to each other. The first call is free.
Or email [email protected]. The first call is free.