We implement CRMs, build n8n and Make workflow automations, and connect your existing software with custom API integrations — so data flows cleanly without anyone manually pushing it around.
Most small businesses have 6–12 software tools that don't communicate. The result: manual data entry, dropped leads, billing delays, and a team that spends hours every week being a human API connector.
A form submission comes in on the website, gets an email notification, sits in someone's inbox, and never makes it to the CRM. That lead is gone.
Information entered in one system manually re-typed into another. It's slow, error-prone, and burns hours of your team's week on zero-value work.
Customer records exist in email, in spreadsheets, in the CRM, and in the billing system — all slightly different versions. Nobody trusts any of them.
Work gets done but doesn't get billed because the handoff from operations to accounting is manual and inconsistent. Revenue stays on the table.
HubSpot, Salesforce, or a custom CRM built specifically for your workflow. We configure pipelines, custom fields, automations, and user permissions — not just the out-of-box setup.
Visual workflow automation that connects your tools. Form submission → CRM → email → task assignment → invoice — all triggered automatically, no code required to modify later.
When your industry-specific software doesn't have a native integration, we build a custom connector. If it has an API, we can connect it to your stack.
Your historical data in the new system from day one. We handle deduplication, normalization, and migration from spreadsheets, legacy CRMs, or any exportable format.
Real-time dashboards that show you what's in your pipeline, where things are slowing down, and what your team's actual capacity looks like — without anyone building a report manually.
Trigger invoices from CRM milestone events, sync with QuickBooks or your accounting platform, and automate payment reminder sequences so nothing falls through the billing cracks.
Paul Thomas spent 5+ years implementing Salesforce at enterprise scale for Ad Victoriam, Arkus, and Agile Cloud before founding TreeHouse. That background means our CRM implementations are built correctly the first time — not patched together and re-configured six months later.
Full implementation, custom development, Flow automation, CPQ, and ongoing administration. Sales Cloud, Service Cloud, and custom app builds.
CRM setup, marketing hub, sales sequences, deal pipeline automation, and reporting dashboards. Ideal for growing businesses that need power without Salesforce complexity.
When your workflow doesn't fit a standard CRM, we build one that does — using Airtable, Notion, or a fully custom database application tailored to how your business actually operates.