CRM and ERP
Sync customers, statuses or orders within the limits of each API, using identifiers that prevent duplicates.
For IT, sales and operations teams that keep the same information in three different places.
A value changes in one system and someone has to update it in the others. Before connecting tools we define who owns each piece of data, which events sync, and how conflicts resolve — otherwise you propagate errors faster.
Examples of scope we assess against your operation.
Sync customers, statuses or orders within the limits of each API, using identifiers that prevent duplicates.
Turn incoming requests into records and tasks, keeping validation, origin and processing status.
Prepare data from several applications with quality checks and a refresh rate that matches the decision it supports.
We review API documentation, usage limits, test environments and permissions. Compatibility is verified per tool and contract; not every platform allows the same integration.
In the Clara design, the conversation becomes typed data and our own service validates it before syncing with HubSpot. The AI never writes to the CRM directly.
Read the full caseTypical timeline: 3 to 6 weeks per integration, depending on each system's documentation and permissions.
Effort depends on documentation, data quality, frequency, volume and failure handling. Two-way sync usually needs extra conflict and reconciliation rules.
We agree deliverables and acceptance criteria per stage. The full process is in how we work, and the reference ranges in formats of work.
We define role-based permissions, data handling and operational owners. Testing covers errors and exceptions, not just the happy path. We document dependencies and the steps to restore the service.
It depends on the process, the integrations, usage volume and security requirements. Our proposal separates implementation, operation and maintenance once the scope is defined, and we publish reference ranges for each format of work.
With an assessment of the process, the systems and the data. Then we define scope, a pilot, and the criteria that will tell us whether it's worth going further.
An assessment takes 1 to 2 weeks and a project usually runs 4 to 10 weeks, depending on scope, access and integrations. We agree milestones before building.
Less manual work, fewer errors and faster response times. We measure against a baseline; results depend on the process, data quality and how the team adopts it.
We define permissions, data handling, activity logs and provider conditions based on the information and its risk. Sensitive actions can require human approval. The details are on our security page.
Scope can include your rules, interfaces and flows. We assess when configuring existing tools is enough and when custom software is the better answer.
That depends on each system's APIs, permissions and limits. We verify the connections before committing to the implementation.
We compare realizable benefits against implementation and operating costs over a defined period. Freed-up time is capacity, and it doesn't automatically become cash savings.
Tell us the process, the systems involved and the outcome you need. We'll assess the scope and the next steps with you.
Cut manual work and connect your operation, with AI only where it earns its place.
Applications, internal tools and portals built around your process, not around a template.
Put processes, systems and data in order, and decide what to modernize, integrate or replace.