We specialize in building custom solutions to fit your specific needs.

An integration is a secure connection that allows your software and our platform to “talk” to each other. Think of it like a bridge that lets your data flow automatically between the two systems.

This eliminates the need to manually enter data, saving you significant time and reducing the risk of human error. It also ensures that your data is always up-to-date and consistent across both platforms, giving you a unified and accurate view of your business.

• Keep Your Data in Sync: When you add a new customer to your CRM, our system can automatically sync their information, instantly adding them to your email lists for a personalized welcome series. No manual data entry needed!
• Automate Your Workflows: An integration can automatically trigger actions across your different systems. For instance, when a customer makes a purchase, a workflow can automatically move them to a “recent buyers” list in our platform and send them a special thank-you email, freeing up your time for other tasks.
• Improve Communication & Teamwork: Keep your team aligned without extra effort. For example, when a new lead subscribes to your mailing list, a custom integration can automatically create a task for your sales team in your project management tool to follow up, making sure no opportunities fall through the cracks.

We integrate with a variety of other software designed for specific industries. This allows you to connect your business tools directly to our email marketing software, so you can automate workflows and keep your data in sync.

Below are some of the most common types of software we integrate with, along with recent examples:

• Customer Relationship Management (CRM): The most popular type of integration for our clients. A CRM integration can automatically add new leads and customer information to your mailing lists.
• Examples: Salesforce, Go High Level, Enquire CRM, Follow Up Boss

• Accounting & Financial Software: Connect your sales and marketing data to your financials, which can help streamline billing processes and track revenue.
• Examples: NetSuite ERP, MS 365 ERP

• Education & Learning Management Systems (LMS): We can help you connect with students and users by automatically adding them to email lists when they sign up for a course or program. 
• Examples: Canvas LMS, Orbund LMS

• Other Platforms: We also have experience with a variety of other software designed for specific industries.
• Examples: Fundraise Up (donations), Welcome Home Senior Living CRM, Roller CRM (entertainment/attractions)

Don’t see your software here? No problem. We specialize in custom integrations. Please contact us to discuss your specific needs.

The cost for each integration is unique because it depends on the complexity of your specific needs. To give you an accurate quote, one of our specialists needs to thoroughly review the details of your request.

This is why we have a scoping period, where we analyze your software, your data, and your business goals. After this process, we can provide a detailed quote and a clear project timeline.

Yes, we require a non-refundable $250 deposit to begin the scoping period. This fee covers the specialist’s time and effort in analyzing your project, researching the best approach, and creating a detailed proposal.

If you choose not to move forward with the project, the $250 deposit covers the consulting work that was done to analyze your request. This deposit will be applied toward the final total cost.