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Service 03

Data & integrations

Connect your tools and clean your data, so AI and people work from one source of truth.
Time to live2–5 weeks
Starts fromCustom quote
Typical resultOne source of truth across tools
HubSpot
Acme Inc.
Stripe
ACME corp
Zendesk
acme.com
↓ merged & cleaned
Acme Corp✓
One record · synced to 3 tools
The problem

Customer data lives in five places, none of them agree, and every report starts with an hour of cleanup.

In plain words

We connect your systems, clean up the data and keep it in sync automatically — so your team and your AI agents always see the same, correct information.

How it works
STEP 01We audit where your data lives
STEP 02We connect and clean it
STEP 03We set up automatic sync
STEP 04We monitor for errors
A real example
BeforeSales, finance and support each keep their own customer list. Monthly reporting takes two days of spreadsheet work.
→
With LumoOne synced customer record across every tool. Reports update themselves overnight.

What you get

✓Source audit
✓CRM & ERP sync
✓Vector search
✓Monitoring

A great fit if…

→Your tools don't talk to each other
→Reports take hours of manual cleanup
→You're planning AI and need clean data first

FAQ

[08]

Questions teams ask before the audit

Straight answers on cost, data and timelines. Anything else, ask us on a call.

Still unsure?

Talk to a strategist — 30 min, no pitch.

Book a free audit
Most pilots are live in 4–6 weeks. We start with one high-value workflow, prove the ROI, then scale.
Every engagement starts with a free audit. Plans start at $2,900/month, with fixed prices per phase and no setup fees — and most clients see payback within one quarter.
Yes. Your data stays in your stack, we sign NDAs and DPAs, and we can deploy with private models when needed.
No. We build, document and hand over everything, then train your team to run and tweak it.
You do. All code, prompts, workflows and documentation live in your accounts from day one, so you're never locked in.
Whatever your team already uses — HubSpot, Salesforce, Zendesk, Slack, Google Workspace, Microsoft 365, Notion, Shopify, Xero and more. If it has an API, we can connect it.
We'll tell you. Our audit flags what to automate, what to buy off the shelf, and what to leave alone.

Free AI audit · limited spots each month

Ready to start with this service?

Book a free audit and we’ll scope it around your tools, team and numbers.

Book a free audit
See pricing

30 minutes

Costed plan

No pitch

NDA on request

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