Integrations & Data

Stop retyping the same data into four tools.

We connect your CRM, operations, documents and accounting, so a change in one place updates everywhere it should.

Get my free AI audit See it in your industry ↓

Examples use sample data.

One change, everywhere it should go

Northwind FacilitiesExample

CRM · account 1047Billing contact changed

AccountingBilling contact updated

✓ Same customer: domain and account ID match

Before: billing@northwind-old.com
After: ap@northwindfacilities.com

Updated in 2 seconds · Change logged

The change happens once, in the CRM.
We check it's the same customer.
Accounting updates itself and the change is logged.

Sounds familiar?

The CRM says one thing, the accounting system says another.
We export a spreadsheet every Friday to stitch things together.
Nobody's sure which number is right.

Today vs. with Atlas40

The same customer is typed into three tools, and they slowly drift apart.

Today

01CRM

02Retyped in ops

03Finance export

04Which is right?

Built for you

Customer record

Match checked

Tools updated

Change logged

Change it once. Every tool that needs it is up to date.

Today's steps

Sales updates the CRM
Operations retypes the same details
Finance fixes another export
Someone asks which number is right

Built-for-you steps

The change is made once, in the CRM
We check it's the same customer
Job software and accounting update themselves
Every change is logged, and failures are flagged

One customer, one truth

Your CRM, job software and accounting each hold a different version of the same customer. We pick which tool is right for each fact and keep the others in sync.

CRMis in charge of
Contacts and deals
Job softwareis in charge of
Sites and work status
Accountingis in charge of
Invoices and payments
Documentsis in charge of
Signed scope and files

If we're not sure two records are the same customer, a person decides, never the system.

What we connect

HubSpot ↔ Accounting
Won deals become customers and invoices without retyping.
Shopify ↔ Zendesk
Every ticket shows the order, tracking and refund history.
Outlook ↔ CRM
Emails and contacts land on the right customer record.
Buildium ↔ Maintenance system
Units and residents match the ticket they belong to.
TMS ↔ HubSpot
Lanes, loads and customers line up with the sales pipeline.
Odoo ↔ Quotes
Accepted quotes and orders share one set of terms.

Build, buy or connect

Sometimes the right answer is a tool you can already buy. We'll tell you, and only build custom where there's a real gap.

What the connection does. What your team does.

What the connection does

Moves each change to the tools that need it
Checks it's the same customer before writing
Logs what changed and when
Flags anything that failed to sync

What your team does

Decides which tool is in charge of each fact
Settles matches the system isn't sure about
Approves new connections
Sees what synced and what failed

What you get in 40 days

One connection between two or three tools
A review queue for uncertain matches
A status page showing what synced and what failed
Documentation of every connection, in your accounts

What we need from you

Admin access to the tools involved, one owner who knows the data, and about 2 hours a week.

Where it shows up

How many hours could AI give back?

Enter your own numbers. Nothing is sent anywhere.

Records retyped between tools per monthMinutes to retype eachShare AI could handle: 70%Hourly cost of the person doing it (USD)

≈ 14hours / month

≈ $560/ month

≈ $6,720/ year

Hours your team spends now: 20
Hours AI could give back: 14

An estimate based on your numbers. It doesn't include AI and software running costs. Your free audit gives you a real figure.

Get my free AI audit

Questions

No. Your CRM, job software and accounting stay where they are. We connect them.

If we're not sure it's the same customer, a person decides. The system never merges a guess.

Before we start, we confirm what your tools allow: which data they share and which plan you need. If a tool can't connect, we tell you in the audit.

It shows up on the status page and alerts the owner. Nothing is overwritten silently.

You do. They run in your accounts, and every connection is documented so your team or another partner can maintain it.

Start with the connection that costs the most retyping.

Tell us which tools hold the same customer. We'll show you which one should be in charge of what.

A real person on our team reviews every request.