Automate the work around your research.
An optional add-on for enterprise and agency clients. We connect your research pipelines, CRM, HRMS, ERP and finance systems, so quotes, projects, invoices and reports move without manual re-keying.
Where automation saves the most time
CRM & research pipelines
Sync RFQs, quotes and project status between your CRM and your research tools.
Billing & ledgers
Automatic invoicing from completed quotas, plus reconciliation with your accounting ledger.
HRMS integration
Connect people data, resourcing and payroll inputs for project teams and field staff.
Legacy ERP bridges
Two-way connections to older ERP systems through APIs, files or scheduled jobs.
Document workflows
Generate, route and approve SOWs, POs and reports with a full audit trail.
Operations dashboards
One view of pipeline, margin, field status and utilisation across systems.
From audit to go-live.
Every project has a named project manager, sign-off points and live status updates.
Deliverables
Process audit
We map your current workflows and find the manual steps that cost the most.
Blueprint
Integration design, data mapping and security review, signed off by your IT team.
Build & test
Connectors, automations and dashboards built in a staging environment.
Go live & support
Phased rollout, staff training and ongoing monitoring under an SLA.
Asked and answered.
Do I need this to buy research from you?
No. Automation is an optional add-on. Most clients use our research services on their own.
Which systems do you integrate with?
Common CRMs, HRMS, ERP and accounting platforms, plus any system that has an API, a database or file exports. Tell us your stack and we will confirm.
How is it priced?
An initial audit at a fixed fee, then a project quote for the build and an optional monthly support plan.
Brief us. We'll price it.
Share a few details and a research lead will reply within one business day with feasibility, timing and a fixed quote, or a time for a live platform demo.