CRM-TMS Data Sync
Your sales pipeline and your shipment data live in different worlds.
I connect them — so every deal, every account, every projection is grounded in what's actually moving.
Sound familiar?
Sales says Account X is your biggest customer. CargoWise says they’ve shipped 40% less this quarter.
Your CRM pipeline projects $3M in Q4. Your TMS billing data says you’re on pace for $1.8M.
Every time leadership wants a real number, someone spends a week pulling data from two systems and reconciling it in a spreadsheet.
You tried to get your CRM vendor and your TMS vendor to talk to each other. Neither one will own the integration.
You know the data exists. It’s just locked in systems that were never designed to share it.
The Fix
What the fix looks like
- ×CRM and TMS are islands
- ×Data reconciled manually (if at all)
- ×Leadership decisions based on projections, not reality
- ✓Shipment, billing, and customer data flow automatically from TMS to CRM
- ✓Pipeline reflects actual volume and real margins
- ✓Forecasts grounded in what's actually shipped
Platforms
Systems I integrate
TMS
CargoWise (primary expertise), with ability to work with other TMS platforms
CRM
HubSpot, Salesforce
Analytics
Power BI, custom dashboards
Infrastructure
Azure, PostgreSQL, Django REST API
Process
How it works
Free 30-Min Audit Call
Walk me through your systems. I surface what’s broken, disconnected, or costing you money.
You Get a Diagnosis
A follow-up with 2–3 specific findings and rough ROI estimates. No sales pitch.
We Fix It Together
If it resonates, we scope the fix. Specific integration, clear timeline, defined deliverables.
Your pipeline should reflect reality, not projections.
30 minutes. No cost. No pressure. Just an honest look from someone who's been syncing these systems for 8 years.
Get a Free Tech Audit