Flowuity/Services/Integration & CRM
04
Service

Integration & CRM.

Connected systems that work as one.

The product is not the only system. CRM, payments, comms, data — wired together so the business runs without copy-paste.

HubSpotStripePayFastTwilioResendZapierMake
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— I

What we connect

01

CRM architecture

HubSpot designed properly — pipelines, lifecycle stages, automation, reporting. Built on commercial intent, not feature list.

02

Payment integration

Stripe, PayFast, Yoco, EFT. Subscription, invoice, instalment — whichever your model demands.

03

Communication systems

Email (Resend), SMS and WhatsApp (Twilio), in-app, push. Triggered by events, not cron jobs alone.

04

Data pipelines

Source of truth design. ETL between systems. Reporting that the leadership team trusts.

05

Third-party APIs

Connecting to whatever your business already runs on — accounting, support, scheduling, identity.

06

Webhook orchestration

Reliable, observable, retried. Plumbing that does not leak.

— II

How we integrate

01

Map the systems

What exists, what overlaps, what leaks. The diagram before the wires.

02

Define source of truth

For every data point, one system owns it. Everything else reads. This is the rule that prevents chaos.

03

Wire the critical path

Lead → customer → invoice → service. Get the spine working before the side-roads.

04

Observe & harden

Logs, retries, alerts. Integration without observability is integration that has not failed yet.

— III · Deliverables

What you receive.

Every artefact below is yours on completion — codebase, files, accounts, documentation. We retain no licence, no exclusivity, no kill-switch. The console below shows what ships, when, and in what form.

Live system
2items
System
2items
Document
2items
Access & training
1item
Total artefacts7
2 · Discovery4 · Build1 · Launch
↳ Filter
7/7
1 / 7
Live system
Discovery & Design

CRM blueprint + configuration

Ships during
Discovery & Design
Ownership
Yours on completion
⊕ The handover, by default
Codebase ownership
100% yours
Licence terms
No lock-in
Source files
Transferred on completion
Maintenance
Available on retainer
— Adjacent

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From concept to live product.

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The infrastructure your marketing runs through.

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— The next step

Begin where every Flowuity engagement begins — discovery.

Forty-five minutes. No deck. No pitch. We ask better questions than you have been asked. By the end, you will know whether there is something here worth building — and so will we.

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