Two separate OAuth applications. Deal Pull reads deals from selected pipeline stages on an hourly sync and creates tentative client projects. Deal Push sends booked meetings into the client’s own HubSpot — each of your clients connects their own account and picks the target deal stage.

Customer-level deal push with a self-service connect flow, so the client can authorise their own Pipedrive rather than handing credentials to your account manager.

Bookings sync as calendar events, so the invite exists in the prospect’s calendar with the correct address and timezone immediately rather than as a follow-up task.

The same, for Microsoft calendars. Calendar fan-out happens through the event bus, so a slow or unavailable provider does not block the booking.

VoIP numbers held at account level and assigned to individual users, inbound and outbound calling, SMS, call recording, and a job that syncs per-account telephony costs so call spend is visible beside the output it produced.

Billing records are pushed as invoices and polled for status, so invoice state sits in the same system as the bookings that generated it. Zero billing errors is a stated design requirement, not an aspiration.

Per-channel notifications for bookings and no-shows via bot-token OAuth, delivered through a dedicated queue so a Slack outage never affects a booking.

Account-level integration for outbound email tooling.

Read-only access to legacy master data, for operations migrating off a document-based process.

Product analytics on PostHog EU cloud, configured with anonymous profiles disabled so no profile exists for a user who has not identified.

Error monitoring on the EU region for both the API and the web applications.