CRM

CRM tools
we automate.

12 CRM applications Swarm Labs connects into reliable, automated workflows. Open any one to see how it integrates.

A CRM is only as useful as the data in it, and in most businesses that data is incomplete because it depends on people typing it in. Leads arrive from forms, deals close in email, invoices are raised elsewhere, and the CRM falls behind.

We connect HubSpot, Salesforce, Pipedrive and Microsoft Dynamics 365 to the systems around them, so records create and update themselves: leads from your website, activity from your inbox and phone system, and status from finance and delivery. Your team sells; the CRM keeps up.

What we typically build

  • Leads from websites, ads and forms created, deduplicated and assigned
  • Deals synced with invoicing, contracts and project delivery
  • Two-way sync between the CRM and a membership, booking or support system
  • Data clean-ups and migrations between CRMs

Open any application above to see how it integrates, or tell us what you need connected.