200+ clients following their own process, without an email.
- 200+clients following their own process without writing an email
- 15%of the support team's time back
- 1paid tool switched off
Every client goes through a long process (entity, bank account, payroll, visas). The status lived in HubSpot, where the tickets were. The client lived in email, asking. The support team spent its day reading one system aloud into the other. A paid middleware sat between payment and delivery, and nobody could see inside it.
A client portal that reads the tickets live from HubSpot, through its own API: the same data, seen from outside. Nothing copied, nothing stored twice. Then the middleware went: HubSpot's own webhook releases the service when the payment lands, with no intermediary and no person.
Clients see their own status; they stop asking. Support stops being the reading process of a system. Every client conversation now lives in one real-time API with state: the ground an AI support layer needs, ready for when it is worth building.
- 01Clients see for themselves.Their status, live, without asking: the same data the team sees.
- 02Support stops being a relay.Time that went into reading one system into another came back to the team.
- 03Ready for AI support.Every conversation in one real-time record: the ground an agent needs, when it is worth building.
- MapMap: done
- ConnectConnect: done
- AutomateAutomate: done
- AIAI: prepared
Stop bridging your systems by hand.
Tell us which two systems don’t talk. You’ll leave the first call with a real scope, not an invitation to another call.