Tech Stack That Actually Works

Stop cobbling together disconnected tools. We build integrated tech stacks that share data, automate workflows, and give you complete visibility into your customer journey.

Tech Stack Impact

Time to Implement
4-8weeks
Avg. Cost Savings
32%vs. legacy

Before vs. After

Data Silos12 → 1
Manual Data Entry85% → 5%
Visibility Across Funnel38% → 96%

Tool Consolidation

14
Before
5
After
Disconnected Tools → Integrated Stack

Our Tech Stack Philosophy

Your tech stack should serve your business, not the other way around. We design systems that align with your processes, integrate seamlessly, and scale with your growth.

The Core Components of an Effective Tech Stack

Customer Data Hub

A central system for storing, organizing, and activating customer data across your entire business.

CRM
Customer Data Platform
Contact Database

Engagement Systems

Tools that facilitate direct communication with prospects and customers across channels.

Email Platform
SMS System
Chat Tools
Meeting Scheduler

Growth Infrastructure

Systems designed to attract, convert, and retain customers at scale.

Landing Page Builder
Paid Ad Tools
Analytics Platform

Operational Backend

Tools that handle the day-to-day logistics and operations of your business.

ERP System
Project Management
Ticketing System

Integration Layer

Technology that ensures all your systems talk to each other seamlessly.

iPaaS
API Management
Webhooks

Intelligence Systems

Tools that provide insights and power data-driven decision making.

Business Intelligence
Reporting Dashboard
Predictive Analytics

Common Tech Stack Mistakes:

Starting with the Wrong CRM

Choosing a CRM that doesn't match your business model or growth stage, leading to underutilization or complexity.

Tools Without Integration

Adding tools that don't connect to your core systems, creating data silos and manual work.

Overspending on Features

Paying for enterprise-level features you don't need yet, draining budget from other priorities.

Neglecting User Adoption

Implementing tools without proper onboarding, training, and buy-in from the team.

No Data Strategy

Building a tech stack without a clear plan for how data should flow between systems.

Our Approach:

Process-First Design

We start by documenting your ideal workflows, then find tools that support those processes—not the other way around.

Integration Architecture

Every tool we recommend must integrate with your core systems, either natively or through middleware.

Staged Implementation

Rather than implementing everything at once, we create a roadmap with clear phases to ensure proper adoption.

Growth-Ready Structure

We build tech stacks that scale with your business, avoiding painful migrations as you grow.

Clean Data Governance

We establish clear rules for data collection, storage, and synchronization across systems.

Tech Stacks in Action

Real examples of tech stacks we've built for different business models and the results they delivered.

HubSpot

CRM Dashboard

Deals
142
Tasks
38
Contacts
3,842
Pipeline: 65% to goal

Connected Systems

All Syncing
Marketing Hub
Live
Meetings
Live
Stripe
Live

4

Core Systems

8

Integrated Tools

0

Data Silos

B2B SaaS Tech Stack

A Series A SaaS company was struggling with disconnected systems, poor visibility into the customer journey, and inefficient handoffs between marketing and sales.

Tech Stack We Built:

1
Core Platform: HubSpot (Marketing, Sales, Service)

Central hub for all customer data and interactions

2
Product Analytics: Mixpanel + Segment

Product usage data synced to CRM for sales and success teams

3
Engagement: Calendly + Zoom + Loom

Meeting booking, video calls, async demos - all tracked in CRM

4
Backend: Stripe + ChartMogul + QuickBooks

Billing, subscription metrics, and accounting

Results:

  • Complete visibility into the customer journey from first marketing touch to renewal
  • Sales cycle decreased by 28% due to better lead qualification and engagement tracking
  • Customer Success team proactively identified at-risk accounts before churn
Connected Stack
S
Shopify
Primary
K
Klaviyo
Connected
A
Attentive
Connected
G
Gorgias
Connected
+ 6 more connected tools

5

Core Systems

6

Integrated Tools

0

Manual Transfers

Ecommerce Tech Stack

A growing DTC brand with $4M in annual revenue was using spreadsheets to track inventory, had no customer database, and lacked visibility into marketing performance.

Tech Stack We Built:

1
Core Platform: Shopify Plus

Ecommerce platform with custom checkout and subscription functionality

2
Marketing: Klaviyo + Attentive + Triple Whale

Email, SMS, and marketing attribution with closed-loop reporting

3
Operations: Skubana + ShipStation

Inventory management and fulfillment automation

4
Customer Service: Gorgias + Okendo

Support helpdesk and reviews platform integrated with store

Results:

  • Inventory stockouts reduced from 12 per month to zero
  • Email automation increased to 42% of total revenue (was 8%)
  • 96% of customer service tickets answered within 4 hours (was 28 hours)

CRM & Tech Stack Partners

We're platform-agnostic, but here are the tools we most frequently implement for our clients:

CRM Platforms

HubSpot

All-in-one platform with marketing, sales, service, and operations hubs.

Best for: B2B companies with complex sales cycles

Salesforce

Enterprise-grade CRM with unmatched customization capabilities.

Best for: Mid-market to enterprise with dedicated admin resources

Pipedrive

Sales-focused CRM with intuitive pipeline management.

Best for: Sales teams that need simplicity and pipeline visibility

ActiveCampaign

Marketing automation with integrated CRM functionality.

Best for: Marketing-led businesses with automation needs

Ecommerce Platforms

Shopify/Shopify Plus

All-in-one ecommerce platform with extensive app ecosystem.

Best for: Most DTC brands from startup to enterprise

BigCommerce

Feature-rich platform with strong B2B capabilities.

Best for: B2B ecommerce and complex catalog businesses

WooCommerce

WordPress-based ecommerce with ultimate flexibility.

Best for: Content-heavy stores with unique customization needs

Magento/Adobe Commerce

Enterprise-grade platform with unmatched customization.

Best for: Large enterprises with complex requirements

Integration Partners

Segment

Customer data platform that collects and routes data to your tools.

Best for: SaaS and data-driven companies with multiple tools

Zapier

No-code automation platform connecting 5,000+ apps.

Best for: Quick integrations with minimal development resources

Make (Integromat)

Visual automation platform with advanced capabilities.

Best for: Complex workflows requiring conditional logic

Custom API Integration

Bespoke integration development using APIs directly.

Best for: Enterprise needs with specific requirements

Ready for a tech stack that actually works?

Let's chat about your current stack and identify opportunities to streamline, integrate, and optimize.