Operations · scenario 5 of 5
One set of facts across CRM, accounting and phone
I connect your CRM, accounting, telephony, email and calendar through one event format, so a change in one system updates the others. Where they disagree, the system says so instead of guessing.
How it works
- 01 · Event
Something changes
A customer, invoice, call or appointment is created or updated anywhere.
- 02 · Data
Mapped fields only
Each system receives only the fields it needs; nothing is copied wholesale.
- 03 · AI
Match and judge
The AI matches records that belong together, such as a caller to a customer, and decides whether a difference is safe to fix.
- 04 · Action
Records updated
Target systems are updated automatically, in both directions where it makes sense.
- 05 · Check
Discrepancies found
A regular comparison lists records that do not match.
- 06 · Human
Conflicts to a person
What cannot be resolved safely goes to a person, both versions side by side.
What you get
- An address is changed once, not in four places.
- Invoices, calls and appointments point to the same customer.
- You know where your systems differ, and which one is right.
Example
A wholesaler runs a CRM, an accounting package and a phone system that never agree. The deal closed in the CRM creates the customer and the invoice in accounting; a call from a known number opens the customer record with open invoices and the last order. Nobody types the same address three times.
Privacy by design
Each connection has its own credentials with the least rights it needs, stored encrypted. The integration passes data through and keeps mappings and audit logs, not a copy of every system.
Typical stack
REST APIs and webhooks · n8n or Python services · PostgreSQL · accounting software · SIP telephony · Google or Microsoft calendars
Built into what you already run: your CRM, telephony, n8n instance or cloud stay in place. I can also take over an existing workflow or join a running project.
Often combined with
Describe what slows you down.
You get back what to automate first — and what not to.
Have a defined project already? Send the brief.