We build inside the tools you already run.

Most agencies lead with a platform because that's the platform they know. A migration you didn't ask for costs you retraining, historical data risk, and a second licence running in parallel while the cutover settles.

We recommend a move only when the current system genuinely can't carry the workflow — and when we do, the reason is written down before any work starts. Otherwise the build happens inside the licence you already hold.

Every hand-off between systems is a place a lead can vanish. Failed calls enter a durable queue and retry with escalating backoff up to 720 minutes; when retries are exhausted, the failure posts to Slack as a visible alert rather than disappearing into a log nobody reads.

That design came out of the annuity advisory network, where 40+ isolated CRM instances meant a single silent sync failure could strand leads for an entire advisor without anyone noticing.

Existing records come across with a mapped field schema, a deduplication pass on email and phone, and a staged import so you can verify a sample before the full load runs. Source system stays intact until you sign off.

Full detail on migration, sync intervals, ownership, and cost sits in the Integrations FAQ.

The build lives in your account, under your billing, with your credentials. You get written documentation of every automation, its trigger, and its failure mode — so the system is maintainable by someone who wasn't in the original build.