Your systems should work together. We make that happen.

Most organisations already have a CRM or ERP system. The problem is rarely the software itself. It is the gap between what the system holds and what your users, staff, and customers actually need to do with that data.

We build the bridges that close those gaps. Whether you need a customer-facing portal that pulls live data from Microsoft Dynamics, a front-end that connects to Business Central, or a unified experience that links your CRM, ERP, and content systems into one seamless journey, we design, build, and maintain the solutions that make it work.

Since 2020, we have delivered integrated portal and platform solutions for dozens of public sector and enterprise organisations, connecting front-end user experiences to back-office CRM and ERP systems without disrupting what is already in place.

Our approach: work with what you have

Replacing your CRM or ERP is expensive, risky, and usually unnecessary. Our approach is different. We treat your existing systems as the data backbone and build everything else around them.

This means:

• Your CRM or ERP stays where it is and continues to do what it does well: storing, processing, and managing data.
• We build the user-facing layer on top: portals, dashboards, self-service tools, and forms that connect directly to your back-office systems through secure APIs.
• Your teams keep working in the systems they know, while your customers and stakeholders get a modern, intuitive experience.

We call this “separating concerns.” Your CRM handles the data. Our solution handles the experience. The result is lower maintenance costs, reduced security risk, and better value from the investments you have already made.

What we integrate with

We have hands-on experience integrating with a wide range of CRM and ERP platforms, including:

Platform	What we do with it
Microsoft Dynamics CRM	Build customer portals that read and write directly to Dynamics entities through secure API connections
Microsoft Business Central	Connect front-end applications to ERP data for finance, operations, and resource management
SharePoint	Integrate document management, collaboration, and content storage into portal workflows
HubSpot	Enable bi-directional sync between websites and HubSpot for lead capture, form submissions, and marketing automation
Shopify and Stripe	Connect e-commerce checkout and payment processing into unified customer journeys
Microsoft Entra ID (Azure AD)	Implement single sign-on, multi-factor authentication, and role-based access control across integrated systems
Custom and legacy systems	Build REST API middleware to connect older or bespoke systems into modern front-end experiences

If your system has an API, or can be given one, we can connect to it.

What this looks like in practice

Here is a typical scenario. An organisation has a Dynamics CRM full of customer data, a SharePoint environment managing documents, and an authentication system handling user access. Their customers, though, are stuck with clunky internal tools or manual processes to interact with the organisation.

We build a customer portal that sits in front of all three systems. A user logs in through secure single sign-on, sees a personalised dashboard drawn from CRM data, submits applications through smart forms that write directly back to Dynamics, and accesses documents stored in SharePoint, all without needing to know or care which system is doing what behind the scenes.

The outcome? Staff spend less time on manual processing. Customers get self-service access to the information and tools they need. And the organisation gets more value from the systems it already owns.

The services we provide

Discovery and integration mapping

We start by understanding your current systems, data flows, and pain points. We map out every integration touchpoint and identify the fastest route to value, including where quick wins can be delivered early.

Portal and platform development

We build user-facing portals and platforms that connect to your CRM and ERP systems. These are fully branded to your organisation, accessible to WCAG 2.2 AA standards, and designed for the people who will actually use them.

API design and development

Where your existing systems need new API endpoints to support integration, we design and build them. We follow OpenAPI 3.0 standards and work collaboratively with your existing suppliers to ensure clean, well-documented connections.

Data migration and synchronisation

Moving data between systems, or keeping it in sync across them, is where many projects go wrong. We handle bulk data imports, real-time synchronisation, and data cleansing, with full validation at every stage.

Security and compliance

Every integration we build is secured to ISO 27001 and Cyber Essentials Plus standards. We use Azure API Management gateways, encrypted data in transit and at rest, and granular role-based access control to protect your data and meet UK public sector compliance requirements.

Training and support

We train your teams to manage the day-to-day. And when you need us, our UK-based support team is available with response times from 15 minutes for critical issues.

Why organisations choose us for CRM and ERP integration

We protect your existing investment. You do not need to rip out what you have. We build on top of your current systems, so you get modern user experiences without the cost and risk of wholesale platform replacement.

We have done this before. Our portal framework has been deployed across dozens of public sector organisations since 2020, integrating with Dynamics CRM, SharePoint, Business Central, and dozens of other systems. We have managed over 100 API integrations across live production environments without degrading the performance of a single source system.

We keep your data where it belongs. Our approach means all data stays within your existing ecosystems. We do not create shadow databases or duplicate data stores. This simplifies your data governance and reduces your compliance burden.

We deliver quickly.** Because we build from a proven framework rather than starting from scratch, we move fast. Our typical discovery-to-live timelines are measured in weeks, not months.

We are accountable. Every project has a named contract lead. You get a single point of contact who owns delivery from start to finish, not a rotating cast of account managers.

Common questions

Do we need to replace our current CRM or ERP?

No. Our whole approach is built around working with your existing systems. We add value on top of what you already have.

Can you work alongside our existing CRM/ERP suppliers?

Yes. We regularly collaborate with third-party suppliers to design and implement new API endpoints, data schemas, and integration points. We bring the technical and architectural resources needed to make this work smoothly.

What if our systems are old or do not have APIs?

We can build custom middleware that connects legacy systems to modern front-end applications. If your system can export data in any structured format, we can work with it.

How do you handle data security?

All our solutions are built to ISO 27001, Cyber Essentials Plus, and UK GDPR standards. We host in UK data centres, encrypt all data at rest and in transit, and implement full audit logging across every integration.

What does ongoing support look like?

We provide managed support with defined SLAs. Critical issues get a 15-minute response time. We also provide regular maintenance, security patching, and performance monitoring as standard.

Ready to get more from your CRM or ERP?

If your systems are not talking to each other, or your users are not getting the experience they deserve, we can help. Get in touch to discuss your integration needs and we will show you what is possible with the systems you already have.