Client work·Professional services firm
Custom CRM integration
Bidirectional sync between a niche CRM and the client’s core systems, with conflict handling and audit logs.
NodePostgresREST
Challenge
Sales used a specialist CRM; finance and delivery used other systems. Data was re-keyed or exported by hand; sync errors caused duplicate and missing records.
What we did
We built a sync service that keeps CRM and core systems in step: contacts, deals, and status fields. Conflict rules and audit logs make it clear what changed and when; a small admin UI handles edge cases.
Outcome
No more manual exports or re-keying. Sales and ops work from one consistent view; we extended the integration when they added new workflows.