Work and Project management systems
What are Integration & Automation tools?
Do you have multiple software systems that do not 'talk' to each other? Integration platforms like Zapier, Power Automate and Make provide the glue between these systems. Here are some common examples of how these systems work:
- When a customer fills in your website contact form then add their details to your email newsletter system or CRM system
- When a deal proceeds to a certain stage then populate your quote system with a client's contact details
- When a quote is won then generate an invoice in your accounting software and create a folder in Google Drive or SharePoint then create a new project in your project management system
- Auto post new website articles to social media
Where do I start?
Choosing a new system can be a challenge. There are pros and cons on the three systems above. Each platform has their technical limitations. Please get in touch for a free consultation. Click the button below:
Owner, Converge Design
What people are saying
I’ve worked with Calum a lot and he’s a real pleasure to work with. He’s very focused on finding the best possible solution which is really refreshing - certainly not a one-size-fits all. I really appreciated his professionalism, quick response to all queries, and ability to actively seek to understand what we were trying to achieve. I would highly recommend his services to anyone looking for a clear pathway forward in relation to their website and software.
CEO, SMS Consulting
Calum and the team at Converge Design did a fantastic job of implementing the new "look and feel" of our website. It was a pleasure working with Calum and I found the process seamless with great communication throughout the project. I look forward to working with Calum and his team on any other future web projects.