Contacts and companies kept in step
A sign-up in the product creates or updates the CRM record, with the company associated, rather than being typed in later by whoever notices.
CRM
One customer record, not four.
Sales works in the CRM, support works in the helpdesk, finance works in the accounting system, and the product knows things none of them do.
Almost every business application eventually has to write to a CRM, because that is where the commercial relationship is managed. The valuable direction is usually product-to-CRM: sales and success can see what the customer is actually doing — who signed in, what they used, whether adoption is going well — on the record they already look at, instead of asking someone to check.
Off until you need it. Turning it on is a toggle — not a project, not a rebuild. See how capability arrives as you grow.
Providers
What we connect to
Available means built and running in production today. On request means we will build it for your application — it is not pre-built, and we will not imply otherwise.
On request
- HubSpotContacts, companies, deals, and forms
- SalesforceThe most common enterprise requirement
- Microsoft Dynamics 365
- Pipedrive
- Zoho CRM
What you get
The part that is not just an API key
Product usage on the CRM record
Last sign-in, seats in use, features adopted, volume processed — visible to sales and success without asking anyone to run a report.
Events that trigger work
A trial nearing expiry, a usage spike, an account going quiet — each can create a task or move a deal automatically.
Two-way where it earns it
Some fields belong to the CRM and some to the product. We decide which is authoritative per field instead of syncing everything and creating conflicts.
Lifecycle stages that reflect reality
Stage driven by what the customer actually does in the product, not by someone remembering to update a dropdown.
For example
What this looks like in practice
A sales team selling your product
They open the account in Salesforce and see real usage, so the renewal conversation is informed rather than hopeful.
Onboarding hand-off
A closed deal in the CRM provisions the account in the product automatically, with no re-keying and no delay.
Churn warning
Usage drops below a threshold and a task appears for the account owner while there is still time to act.