10 · AI, processes, CRM and sales

CRM and integrations

One customer record everyone trusts, connected to the systems where the work happens.

In short

A CRM is only as good as the data in it and the systems around it. When sales, invoicing and the shop each hold a different version of a customer, people stop trusting all three.

I build against APIs every week, from weather models to search data and email. A Salesforce or HubSpot project gets the same order of work: model the data, then connect, then migrate. Neither has a case study in my portfolio yet.

What's included

  • Salesforce implementation

    Objects, fields, pipelines, permissions and automation set up for how your team sells, not for the default demo.

  • HubSpot implementation

    Properties, pipelines, forms, email and workflows configured, with your website connected.

  • API integrations

    Your CRM connected to ERP, invoicing, e-commerce and email tools, through their APIs or a sync platform.

  • Data migration

    From spreadsheets or an old CRM, with fields mapped, records matched and a test run before the switch.

  • Data cleanup

    Duplicates merged, fields standardised and rules added so the mess doesn't come back.

How I run it

  1. Audit

    The systems, the data in them and who relies on what.

  2. Data model

    One definition of a customer, a deal and an order, agreed with the people who use them.

  3. Configure

    The CRM set up, with permissions and only the fields that matter.

  4. Integrate

    Connections built and tested, with errors logged and an alert on failure.

  5. Migrate and train

    A test migration, the real one, and short training for the team.

Content Monitor · Site Scanner · Polaris CMS

Run on my own tooling

My dashboard is itself an integration project: it pulls from several APIs and keeps them in step. That experience is what I bring.

Content Monitor

The dashboard every live site is run from

  • Many APIs, one view

    Search Console, Google Analytics 4, DataForSEO, the CMS of every site and the social scheduler, pulled into one dashboard on schedules.

  • Access per client

    Clients get a login limited to their own sites and a personal API token for their own agent: the permission model a CRM integration needs.

  • Inboxes and outreach

    Support inboxes and outreach emails with reply and bounce detection, kept next to the sites they belong to.

Polaris CMS

My own CMS, this site included

  • An API for other systems

    The CMS has an API with keys, so other systems and AI agents can read and publish content.

About Polaris CMS

Infrastructure

Docker on my own servers, behind Cloudflare

  • Sync jobs I host

    Integration and sync jobs can run on my servers in Docker, next to the sites, with backups.

Proof

Where this stands The links above show API integration work. Salesforce and HubSpot implementations have no case study here yet.

Questions

Salesforce or HubSpot?

HubSpot is usually quicker to start and easier for small teams, especially with marketing in the same place. Salesforce suits complex sales processes and larger teams that need deep customisation. I compare them on your process, not on feature lists.

Have you implemented Salesforce or HubSpot before?

Not as a Scentro project you can see here. I build API integrations all the time, and this page describes exactly how I would run a CRM project. Ask me about the details.

Can you clean up the data we already have?

Yes. I export it, find the duplicates and gaps, agree the rules with you and import the cleaned version with a log of every change.

All services →

Tell me what you need

A few lines are enough: what you want to build, fix or automate, and any date that matters. I reply in English or Polish.