B2B SaaS · Canada
A Scaling B2B SaaS Company
A growing SaaS company's support, billing, and CRM tools didn't talk to each other, creating hours of manual data entry every week.
14 hrs/week
manual data entry eliminated
-38%
billing discrepancy tickets
1 dashboard
replacing three disconnected systems
The challenge
Customer data lived in three disconnected systems — CRM, billing, and support — requiring staff to manually cross-reference and re-enter information for every renewal, upgrade, or support escalation. Errors from manual entry were causing billing disputes and delayed support responses.
Our approach
We built custom API integrations connecting the CRM, billing platform, and support desk into a single automated data flow, along with an internal dashboard giving the operations team one unified view instead of three separate logins.
Client identity withheld for confidentiality. Figures are illustrative of the typical outcome range for this type of engagement.
Nobody budgets time for the manual data entry that creeps in as a tool stack grows — it just quietly becomes someone’s Tuesday afternoon. Once the systems talked to each other automatically, that time went back to actual customer work.
Services involved
API Development & Integration
Connecting the SaaS tools in your stack so data actually flows between them.
Software Development
Custom software and internal tools built to solve the specific problem off-the-shelf tools can't.
Data Analytics & BI Dashboards
Custom reporting dashboards that show exactly what's driving revenue, in one place.