Integrations
Built on the tools you already run
We don't ask you to switch platforms. Every automation and agent we build works on top of the systems your business already depends on, connected through their APIs — no rip-and-replace, and you own the code at the end.
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HubSpot
Agents that research every lead, keep the pipeline clean, and draft the follow-up — working inside the HubSpot portal you already run.
See HubSpot automation -
Salesforce
Agents that qualify, route, and keep opportunities honest — built outside your org, so you don't inherit more Apex or hit governor limits.
See Salesforce automation -
QuickBooks
Bill intake and coding, AR chasing, reconciliation prep, and month-end packages — proposed for your approval, never posted silently.
See QuickBooks automation -
ServiceTitan
Missed-call recovery, unsold estimate follow-up, and review requests — booking real jobs into real ServiceTitan availability.
See ServiceTitan automation -
Clio
Intake, matter setup, document assembly, and billing follow-up — with a lawyer approving anything client-facing.
See Clio automation
Start here
Book your free AI Opportunity Audit
A working session plus written findings: your top three automation opportunities with the hours and dollars attached, and a recommended next step. No pitch deck.
Or call or text (813) 412-6595 · nrobertson@crystal-ai.us · Get an instant estimate