A small business
A new CRM, without losing a single quote
Customers, contacts, suppliers, a product catalogue and years of quotes moved from an old CRM to a new one, with every link kept and every quote total checked against the old system.
Business system integration“We type every order in twice.”
Orders come in through the website and get typed into the accounts. Jobs are booked in one system and invoiced in another. Customer details live in three places, and they don’t match.
If you’re typing the same thing into two systems, they can probably talk to each other. I connect the systems you already pay for so the data moves on its own, and check it arrives right.
What I do
Accounting connected to everything else
Xero or MYOB linked to your job management, point-of-sale or online store, so invoices, payments and stock line up without retyping.
Job management
ServiceM8, simPRO or Tradify connected to your accounts and calendar, so a booked job flows through to an invoice.
Bookings, point-of-sale and online stores
Square, Shopify and booking systems feeding your accounts and stock counts.
CRMs and Microsoft 365
Customer details kept in one place and shared with email, calendars and the rest.
Moving to a new system
Changing CRM, accounts or job system without losing years of history: records moved with the links between them intact, every total checked against the old system, and the old one switched off only when the numbers match.
Alerts when something happens
A message by email, in Teams or in a chat channel when an order lands, a backup fails or the link between two sites drops, so the right person knows without having to check.
Built-in connections first
Most of these products already connect to each other. Where a built-in connection does the job, I set that up rather than build something new. Where there isn’t one, I build it.
The products named here are examples of what I connect, not partnerships.
How a job usually runs
A free chat about where the retyping happens.
A look at how the work actually flows now: who enters what, where, and when.
A written quote for the connections, and what each one will do.
Setup and testing with real records, then a handover note: what moves where, and what to check if something looks off.
Jobs that touched this
A Perth roofing business
A roofer’s email, off Hotmail and onto its own domain
A roofing business moved from a personal Hotmail address to email on its own domain, set up so it gets delivered and can’t easily be spoofed, with the website’s quote form sending through it.
Two holiday houses
Booking calendars that can’t double-book
A direct booking page that reads its calendar straight from Airbnb, so guests only ever see dates that are really free.
Questions people ask
Do I need to replace my systems?
Usually not. Most of the time the systems you have can share data. Replacing one is a bigger decision, and I’ll only suggest it when it’s clearly worth it.
What happens if a connection stops working?
Connections are set up to tell someone when they fail, rather than going quiet. The handover note says what to look for, and you can get in touch to have it fixed.
Can you move us from MYOB to Xero, or the other way?
Yes. The history comes across and is checked against the old system before anything is switched off. Your accountant usually has a say in the timing, and I’ll work with them.
Is our data safe while it’s being moved?
I only have access for as long as the job needs it, and it’s removed when the job is done.
Tell me what’s going on
A free chat about the problem, then a written quote before any work starts.
Get in touch
or email hello@leahyandco.com.au