Skip to content
Scribbify
Start a project

United States

CRM integration and custom software for US service businesses.

You bought the SaaS. Now make it work together. We build CRM integrations, internal tools, operations dashboards and AI agents for US service businesses: agencies, consultancies, professional services and founder-led B2B firms whose work is spread across a dozen subscriptions and the spreadsheets that hold them together.

Talk to us about your stack How it works

One source of truth across your tools, and hours of manual updating returned to billable work.

You’ll recognise this

  • Your CRM, project tool, billing and support desk each hold part of the customer.
  • Someone spends Monday morning exporting CSVs to build the weekly report.
  • You pay for seats in tools nobody fully uses, and still need a spreadsheet.
  • A Zap or a script holds a key process together and only one person understands it.

Built and run in-house

  • Serpify · AI visibility and rank tracking

    Daily data pipelines, dashboards and client reports, with every figure linked back to its source.

Serpify Rank Tracker: the Google results page behind a tracked keyword.

The business problem

More software than ever, and less of a single picture.

Most US service businesses we talk to are not short of tools. They have a CRM, a project manager, an invoicing system, a support desk, a marketing platform and a data warehouse they meant to set up. Each is good at its job. None of them agrees with the others.

The gap gets filled by people: copying deal details into the project tool, reconciling invoices against the CRM, rebuilding the same report every week. It is invisible on the P&L because it is spread across salaries, but it slows delivery and makes every decision a few days late.

The fix is rarely another subscription. It is integration work, a small internal tool where the off-the-shelf one doesn’t fit, and a dashboard that reads from the systems themselves.

  1. Lever 01

    Billable time back

    Manual updates and copy-paste work automated, so delivery staff spend their hours on client work.

    Moves: Utilization

  2. Lever 02

    Faster cash

    Won deals flow into projects and invoices without re-keying, so billing starts on time.

    Moves: Days sales outstanding

  3. Lever 03

    Decisions on live numbers

    Dashboards that read from your systems, not from last Friday’s export.

    Moves: Pipeline and margin visibility

How US service firms run

What we design for in the US.

Patterns we see across American service businesses. Your own stack decides the build.

  • 01

    A best-of-breed stack

    HubSpot or Salesforce, a project tool, QuickBooks or Xero, a help desk and Slack: integration is the first job, not a rebuild.

  • 02

    Spreadsheets as glue

    Critical workflows often live in Google Sheets or Excel. We turn the ones that matter into proper internal tools with permissions and history.

  • 03

    Time zones across the country

    Teams and clients spread from coast to coast, so automations, reports and notifications run on clear schedules rather than someone’s inbox.

  • 04

    Buy-versus-build scrutiny

    Every custom component has to beat a subscription on cost and fit. We say so when a product will do, and build only where it won’t.

What we build

Integrations and internal tools that join your stack.

  • CRM integrations

    Two-way sync between your CRM and project, billing and support tools, with field mapping, deduplication and error alerts.

  • Internal tools

    Admin panels, approval flows and operations screens that replace the spreadsheets your team works around.

  • Operations dashboards

    Pipeline, utilization, delivery and revenue in one place, every figure traceable to the system it came from.

  • Process automation

    Onboarding, handoffs and recurring admin automated across tools, with exceptions routed to a person.

  • AI agents

    Agents for lead qualification, research and drafting that work inside your tools, with approvals where they matter.

  • Replacing fragile automations

    Critical Zaps and scripts rebuilt as maintained, logged integrations that don’t depend on one person.

How it works

From a tangle of tools to one working system.

  1. 01

    Audit the stack

    Every tool, every spreadsheet and every manual step, and what each costs the team in time.

  2. 02

    Pick the costliest gap

    Start with the one workflow where integration or a small tool pays back fastest.

  3. 03

    Build and connect

    Integrations and tools built against your real accounts, tested on real data before launch.

  4. 04

    Measure and extend

    Track the hours and errors removed, then move to the next workflow on the list.

Build, buy or connect

Integrate, replace or build.

Most US firms don’t need a new system; they need the ones they have to agree.

  • Integrate what you have

    Best when: each tool is good at its job but they don’t share data

    Two-way syncs between your CRM, billing, delivery and support tools, monitored and owned by you.

  • Replace a tool

    Best when: one system is the bottleneck for everything else

    Move to a product that fits better, with data migrated and connections rebuilt.

  • Build custom

    Best when: the workflow is how you compete and no tool fits

    An internal tool or custom CRM for the part of the business no subscription covers.

Who it is for

For US firms with more tools than answers.

A good fit when

  • You run on five or more SaaS tools that don’t share data properly.
  • Weekly reporting or reconciliation takes someone hours of manual work.
  • A spreadsheet or a fragile automation holds a revenue-critical process together.
  • You want to own the integrations and tools rather than rent more seats.

Probably not when

  • You need an engineer on site or a team in a US time zone all day.
  • You are looking for a large enterprise system integrator.
  • A setting in one of your existing tools would solve the problem.

  • Agencies & consultancies

    Founders and operations leads at agencies and consultancies running many clients at once.

    Measured on: Margin per client, utilisation and retention

    What changes: More billable hours per head and clients who can see the work without asking for it.

  • Founder-led B2B service firms

    Founders of B2B service businesses whose sales and delivery have outgrown the founder’s inbox.

    Measured on: Pipeline, win rate and revenue per employee

    What changes: A pipeline that answers, qualifies and follows up on its own, and a business that can grow without adding headcount at the same rate.

  • Ops, sales & growth leaders

    Heads of operations, sales or marketing inside mid-size companies, with a mandate and no spare engineering team.

    Measured on: Cost to serve, cycle time and cost per acquisition

    What changes: The system your team needs, delivered alongside IT rather than queued behind it, with security and ownership handled properly.

In-house product engineering case study

Serpify: engineering AI visibility and rank tracking

How we built daily data pipelines, dashboards and client reports that track a brand in Google search and in AI answers, every figure traceable to source.

Read the case study
Serpify AI Visibility: the answers ChatGPT gives, the brands named and the sources cited.

Project process

Discovery, build, launch, then better.

Phases, not promises. Each step is decided on what the previous one showed.

Our approach
  1. 01

    Weeks 1–2

    Stack and workflow audit

    Map the tools, data and manual steps, and rank the gaps by what they cost.

  2. 02

    Weeks 3–8

    First integration or tool

    The highest-value gap closed and running on live data.

  3. 03

    Weeks 8–12

    Dashboard on top

    Reporting rebuilt on the connected systems, replacing the weekly exports.

  4. 04

    Ongoing

    One workflow at a time

    Further integrations and tools added in order of payback, with monitoring on everything.

Works with

  • HubSpot
  • Salesforce
  • Pipedrive
  • QuickBooks
  • Xero
  • Stripe
  • Asana
  • ClickUp
  • Slack
  • Google Workspace
  • Microsoft 365
  • Airtable

Cost and engagement

What decides the cost.

Every engagement starts with a short, fixed scoping sprint that ends in a written scope, so you know what the first build takes before you commit to it.

  • The number of systems to connect and the quality of their APIs.
  • Whether data syncs one way or both ways, and how conflicts are resolved.
  • How much of an existing spreadsheet process has to be rebuilt as a tool.
  • Reporting depth: one dashboard, or role-based views for several teams.
  • Monitoring, alerting and support once the integrations are live.
  1. 01

    Scoping sprint

    A short, fixed piece of work to map one workflow and decide what is worth building.

  2. 02

    Build

    The first workflow designed, built and released, then extended in small, scoped steps.

  3. 03

    Run & improve

    An ongoing engagement to keep the system running, measured and getting better.

Questions

Questions from US businesses.

Do you work with US companies remotely?
Yes. We work with US service businesses remotely, with a scheduled daily overlap for calls and written updates in between, so work moves while your team is offline.
Can you integrate with HubSpot or Salesforce?
We build against CRMs with a documented API, which includes both. We look at your account, plan and API limits during scoping before committing to an approach.
Will we own the code and the integrations?
Yes. The code, the accounts and the documentation are yours, so another team can maintain them if you ever want that.
Why not just use Zapier or Make?
For simple, low-volume steps, you should. We build custom when a workflow is revenue-critical, high-volume, needs real error handling or has outgrown what no-code tools can show you.
How do you handle our customer data?
We agree in scoping what data moves, where it is stored, who can access it and how long it is kept, and build to that. Your counsel decides your obligations; we make the system support them.
What does a CRM integration service include?
Mapping the data and workflows between systems, building the sync with field mapping and deduplication, testing it on real records, and monitoring it with alerts and retries once it is live.
What happens when an API changes or a sync fails?
Failed syncs are logged, retried and alerted, so a person knows the same day. API changes are part of ongoing support, so integrations keep working as the tools around them update.

Start a project

Talk to us about your stack.

List the tools you run on and the manual work that sits between them. A partner replies within one business day.

We use your details only to reply to this enquiry. No newsletters, no list sharing. See our privacy policy.

Stop being the integration between your own tools.

A short scoping sprint, a written scope, and a plain answer on whether building is worth it.

Talk to us about your stack All markets

Or write to us at [email protected]