CRM, automation & integration consulting

Your business.
Finally connected.

We design, build and document the CRM, automation and communication workflows around the tools you already use, then hand them over running in your own accounts.

Book an assessment See what we do

One dashboard, all the answers.

Most teams don’t need new software. They need the software they already pay for to stop working alone. We map the flow, build the connections, test every failure, and hand it back to you documented.

CRM & sales automation

Pipelines, lead routing, follow-ups and reporting your sales team actually uses.

AI & workflow automation

Repetitive work, enrichment and handoffs handled by workflows instead of people.

Business communications

Consent-aware SMS, calling, WhatsApp and missed-call response, wired into your CRM.

Integration & recovery

Forms, payments and proprietary APIs connected, and broken syncs fixed for good.

How we build

Delivered three times.
Written once.

We build every workflow for the day something breaks. Retries, double clicks and outages don’t turn into duplicate charges or lost leads.

Verified

We check request signatures before any workflow runs.

Idempotent

Repeated events never create a second record, board or charge.

Monitored

When a service is down, you get an alert. Nothing fails silently.

Yours

Accounts, keys and workflows stay in your name. No lock-in.

Five steps. No theater.

01 Understand Current workflow map
02 Design Blueprint & field schema
03 Build Configured data flows
04 Test Edge-case test report
05 Hand over Runbook & maintenance guide

Three ways to work together.

One-time

Assessment

We review your stack and bottlenecks and deliver a prioritized blueprint with a realistic estimate.

Fixed fee

Book an assessment

Fixed scope

Implementation

We connect two to four systems, test on live records and hand over a runbook.

50% on start · 50% at go-live

Discuss your project

Monthly

Retainer

We monitor, adapt to API changes and build new workflows every month.

Month to month · Cancel anytime

Ask about retainers

What does your team still do by hand?

Tell us. You’ll hear back from the consultant who will build it, within one business day.

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What areas do you need help with? (Select all that apply)

Workflow Automation (Eliminating manual tasks) Connecting Core Systems (CRM, billing, operations) Integrating Custom or Proprietary APIs Troubleshooting Broken Integrations & Data Syncs Full Systems Assessment & Process Mapping

What software tools or internal systems does your business currently use?

What are you trying to automate, and what is currently done manually?

Engagement Principles & Client Ownership

Account & Credential Ownership

All software subscriptions, API credentials, and automation accounts remain strictly under your ownership and financial control. GreenRiver operates as an integration consultant and provides complete access and documentation upon completion.

External Platform & API Notice

GreenRiver configures and connects client-selected software platforms and APIs. We do not control upstream availability, external API deprecations, or vendor policy changes, but we build resilient workflows that handle errors gracefully.