Software & integrations

Make better use of your business software.

I start with the applications you already use and the work you need them to support. Improving the existing setup may be enough; an integration or a different tool is considered when it serves a clear purpose.

Common business platforms

Software to consider for your project.

These are examples of platforms that may be relevant when reviewing your setup. I confirm the required features, available integrations, and access before proposing work.

Spreadsheets and business records

Data entry, record structure, calculations, and reporting.

  • Microsoft Excel
  • Google Sheets
  • Airtable

Email, calendars, and communication

Business correspondence, scheduling, and team communication.

  • Microsoft Outlook
  • Gmail
  • Google Calendar
  • Microsoft Teams
  • Slack

Customer and project management

Customer records, project information, and the work associated with them.

  • HubSpot
  • Pipedrive
  • Asana
  • monday.com

Forms and information collection

Structured requests, submissions, and the information needed for the next step.

  • Microsoft Forms
  • Google Forms
  • Jotform

Automation platforms

Connections and repeatable actions between supported applications.

  • Microsoft Power Automate
  • Zapier
  • Make

Tell me what you use today.

You don’t need to choose a new platform before getting in touch. We can review your current software as part of the initial conversation.

Discuss your requirements

Get in touch

Discuss your next project.

Tell me about your business and what you would like to improve.

Discuss a project