CRM integration · Australia-wide
CRM integration that keeps customer records and quotes in step.
CRM integration connects your customer relationship management (CRM) system to your inbox, quotes and finance tools, so customer records stay current without retyping. SoftDeck builds CRM integration services around your existing systems and adds AI where it helps, such as reading an enquiry and drafting a contact for a person to approve.
Records kept in stepWhere CRM integration pays off first.
Enquiries stay in the inbox and miss the CRM.
Staff enter the same contact details more than once.
Follow-ups slip when the team forgets a reminder.
Quotes live in documents the CRM cannot see.
Sales and accounts see different versions of a customer.
From an enquiry to a CRM record.
One enquiry, from the inbox to a scheduled follow-up.
Illustrative example. We agree your CRM fields and review points with you in the AI assessment.
What we build.
Connections between your CRM, your inbox, your quotes and your finance tools.
Assess, build, support.
- 1AssessMap how an enquiry becomes a customer today. List the CRM fields, the inbox and the finance tools involved.
- 2BuildConnect your CRM to the inbox, quotes and finance tools, with a person approving what reaches a customer record.
- 3SupportKeep the records in step as your tools and fields change. Measure against your goal, then add the next connection.
How does an enquiry become a CRM record?
A message or form lands in your inbox. The AI reads it, pulls out the name, company, request and urgency, and drafts a contact and a note for your CRM. A person edits or approves the draft, and the CRM holds the follow-up.
What can connect to a CRM?
Your inbox, quotes and documents, accounting or invoicing tools, website forms and other line-of-business software can connect through their APIs, the ways one program asks another for data. The assessment confirms what suits your setup.
Which CRM platforms do you work with?
We start from the CRM you use today. The assessment confirms what we can connect in your setup, and we tell you if a connection is not possible.
Does AI write to our CRM without approval?
You decide. We agree what the AI may draft and what a person approves before anything reaches a customer record.
Do we need a new CRM?
No. We build around the CRM you have. If it cannot connect, we say so and set out your options, which may include a targeted upgrade.
What does CRM integration cost?
We price by scope. Send the CRM you use, the tools around it, the outcome you want and your timeframe, and we reply with a next step and an estimate.
Where do you work?
SoftDeck is based in Sydney and works with businesses across Australia.
How to get started
Tell us where growth gets stuck.
Send the work that takes time, the systems it touches and the revenue outcome you want. We reply with a starting point.
