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Software integrations, CRM/ERP setup & technology planning · San Antonio & remote
Software that works together.
A plan for what's next.
Most small businesses run on a pile of apps, each added for a good reason. We connect them, help you choose the right business system when you've outgrown the pile, and lay out a roadmap so every new tool earns its place.
What we do
Systems reviewTechnology and software assessment
How your software, data, and workflows fit together: what's slowing you down, what's at risk, and what to fix first.
Connect your toolsSoftware integrations
Forms, scheduling, email, payments, accounting, and customer records passing information along on their own, so nobody retypes it.
Business systemsCRM and ERP selection and setup
When spreadsheets and sticky notes stop scaling, we help you choose a CRM or ERP that fits your size and budget, then set it up around how you work.
Technology roadmapIT strategy and resource planning
What to keep, connect, replace, or drop, in what order, and what it will cost, so technology spending follows a plan instead of a sales pitch.
Data cleanup and movesData migration
Customer lists, job history, and records cleaned up and moved into the new system without losing what matters.
DocumentationProcess and systems documentation
A written map of your tools, who has access, and how information flows, so the business doesn't depend on one person's memory.
Signs you've outgrown your tools
How a project runs
- Consultation45 minutes by Zoom ($75) or up to 1.5 hours in person ($150) to understand how your business runs today.
- ReviewSmaller jobs are quoted right away. Larger ones start with a detailed questionnaire about your systems and goals.
- Strategy & Roadmap SessionFor larger projects: our findings, recommendations, a roadmap, and a proposal with options and timeline ($750).
- Build, train, supportWe set it up, move your data, connect it, train your team, and support it as you grow.
Pricing
Project work
$120/hour
Or a fixed quote after the consultation, including any software subscriptions you'd pay for.
Strategy & Roadmap Session
$750
For larger projects: in-person session with findings, recommendations, a roadmap, and a proposal.
Monthly support
Per client
Keeps your systems updated and connected as you grow. See training & support.
You pay software subscriptions directly to those companies, in your own name. See all prices.
Questions people ask
Do we have to switch software?
Usually not. We connect the tools you already use first. If a new system would save real time or money, we'll show you why and what it costs before anything changes.
What's the difference between a CRM and an ERP, and do we need one?
A CRM keeps track of customers, leads, and follow-ups. An ERP runs more of the business in one place: jobs or orders, scheduling, inventory, purchasing, and accounting. Many small businesses need a good CRM and a few connections, not an ERP. We'll tell you which fits, and when it's worth waiting.
What does a systems review include?
We look at the software and processes behind your business, like scheduling, email, payments, accounting, and customer records, and how information moves between them. You get a summary of what's working, what's slowing your team down or putting data at risk, and what to fix first.
Do you sell software?
No. Subscriptions are in your name and paid directly to the software company, so you own your accounts and your data. We recommend what fits and set it up.
Do you do networking, Wi-Fi, or security cameras?
No. We focus on software, systems, and automation. For networks, we'll point you to a specialist, and for cameras, alarms, or door access you'll need a licensed security company.
Not sure where your systems stand?
Start with a free intro: a short call or email, up to 10 minutes, within one business day.