What We Build
Deal sync from the CRM your reps already use into the operational system — one client's deals flow in automatically, tied to the event, venue, and services sold.
High-frequency mirrors where it matters: one build syncs the PSA every minute and the sales CRM every 15, so dashboards run on live data, not exports.
The sold-to-delivered handoff automated: a closed deal becomes an operational job with services, logistics, and billing attached — nothing re-typed.
Two-way accounting integration, so invoices, payments, and customer records agree between operations and the books.
Call and activity capture from dialers and email flowing into the systems automatically, so history builds itself.
From a Real Build
Nationwide trade-show caterer
Their sales team kept the off-the-shelf CRM they liked. Deals sync into the operational system automatically — tied to the show, venue, and exhibit house — where they pick up cost summaries, warehouse pick lists, and logistics. Sales kept their tool; operations stopped re-keying what was sold.
We've shipped this for a nationwide trade-show caterer, a managed IT services provider, a workers' comp nurse case management firm.
Most of what you need is already built. We have 200+ pre-built modules, so your implementation budget goes toward the 20% that makes your operation yours — and your team is running real work in the new system in about 6 weeks.
You own the system: the code, the data, and the roadmap.
Show us how this works in your business.
Not a sales call. We'll map how the work moves through your business and show you where a system would actually help — before you commit to anything.
Email us at
info@purpleowl.ioFurther Reading
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