One Database, Every System: How Automation System Connects

Most businesses run on a patchwork: a CRM here, a project tool there, documents in a drive and marketing in yet another app. Each one holds part of the picture, and people spend their days copying data between them. Automation System takes a different approach.

One shared database

Every part of Automation System sits on the same database. A customer is one record, whether you are selling to them, delivering a project for them or sending them a proposal. There is nothing to sync and no second copy to keep up to date.

What that means today

The CRM is live. Leads, opportunities, contacts and accounts are all linked, so a lead becomes an opportunity, an opportunity belongs to an account, and reporting reads from the same records you work in every day.

What that means as it grows

Project management is next. The marketing operating system comes later. Because they share the same foundation, each one connects to what is already there. A won deal can become a project. A lead's source can feed your marketing reporting. You add systems, each sold separately, without starting again.

You own the data

Automation CRM lives in your own Zite account, so your records, users and configuration stay with you, and you can keep changing the system as your business changes.

Keep the tools that work

A shared database does not mean replacing everything. Keep the tools that are already working and connect them, and replace the spreadsheets and disconnected apps that are causing problems.