CRM first
Every enquiry becoming a CRM record automatically, with the full message, the source page and the referrer. No retyping, nothing lost, no delay.
The value is not only the minutes saved. It is that every enquiry gets recorded, including the ones that would have been read on a phone and forgotten.
Then the calendar
- Booking directly against real availability
- Confirmation and reminder emails automatically
- Rescheduling without a phone call
- No double bookings, which is the main failure of manual booking
Accounting, if you sell online
Orders creating invoices and customer records without anyone keying them. For a store with any volume, this is the integration that saves a role.
Get the tax handling right at the start — retrospectively correcting a year of entries is unpleasant work.
Inventory, if stock matters
Stock levels shown accurately, updated from wherever the truth lives. Selling something you do not have is expensive in refunds and reputation.
This is worth doing properly rather than approximately.
Build it to survive
| Requirement | Why |
|---|---|
| Retry on failure | External systems are sometimes unavailable |
| Queue rather than lose | An outage should delay, not destroy |
| Log everything | So a missing record can be traced |
| Alert on repeated failure | Silent failure is the expensive kind |
| Idempotency | A retry must not create duplicates |