Your CRM, Projects, and Automations Aren’t Aligned,
And Your Team Pays the Price Every Day.
TekConnected designs, implements, and automates CRM, project management, finance, and internal knowledge systems so your business runs as one connected operation.
TekConnected designs, implements, and automates CRM, project management, finance, and internal knowledge systems so your business runs as one connected operation.
Your CRM, Projects, and Automations Aren’t Aligned,
And Your Team Pays the Price Every Day.
If Your CRM, Projects & Automation Don’t Work Together, Growth Will Always Feel Harder Than It Should
Your CRM Feels Like Admin, Not Revenue!
Instead of driving sales, your CRM becomes a data graveyard. Teams avoid it, leadership doesn’t trust it, and revenue visibility suffers, not because the tool is bad, but because the system was never designed around how your business actually sells.
Leads get lost or go cold
Pipeline stages aren’t followed consistently
Customer info is scattered across tools
Handoffs from sales to delivery are messy
Reporting can’t be trusted
Your CRM Feels Like Admin,
Not Revenue!
Instead of driving sales, your CRM becomes a data graveyard. Teams avoid it, leadership doesn’t trust it, and revenue visibility suffers, not because the tool is bad, but because the system was never designed around how your business actually sells.
Leads get lost or go cold
Pipeline stages aren’t followed consistently
Customer info is scattered across tools
Handoffs from sales to delivery are messy
Reporting can’t be trusted
We Design CRM Systems That Enforce Clarity, Reduce Manual Effort, and Connect Directly Into Delivery and Ops.
Clean pipeline + lifecycle design
Lead routing + ownership rules
CRM → Project handoff workflow
Reporting that matches reality
Automations that support the team
Work is Happening, But Progress is Unclear.
On paper, projects exist. In reality, no one is fully sure what’s on track, what’s at risk, or who owns what. Teams stay busy, but leadership only finds problems when deadlines are already missed
Common symptoms show up fast:
Tasks scattered across tools and chats
Ownership and priorities that change daily
Deadlines slipping without early warning
Visibility only at status meetings
Shadow systems built outside the PM tool
Work is Happening,
But Progress is Unclear.
On paper, projects exist. In reality, no one is fully sure what’s on track, what’s at risk, or who owns what. Teams stay busy, but leadership only finds problems when deadlines are already missed
Common symptoms show up fast:
Tasks scattered across tools and chats
Ownership and priorities that change daily
Deadlines slipping without early warning
Visibility only at status meetings
Shadow systems built outside the PM tool
A Delivery System Your Team Can Actually Follow.
We design project environments that remove ambiguity from day one. Work is structured, ownership is clear, and progress becomes visible without constant check-ins.
Instead of relying on meetings and updates, the system shows reality in real time, across teams, projects, and priorities.
This includes:
Standardized project and task structures
Clear ownership and dependency mapping
Capacity and workload visibility for leaders
Automated status signals, not manual reports
Seamless handoff from CRM into delivery
Outcome: Predictable delivery without chasing people.
A Delivery System Your Team Can Actually Follow.
We design project environments that remove ambiguity from day one. Work is structured, ownership is clear, and progress becomes visible without constant check-ins.
Instead of relying on meetings and updates, the system shows reality in real time, across teams, projects, and priorities.
This includes:
Standardized project and task structures
Clear ownership and dependency mapping
Capacity and workload visibility for leaders
Automated status signals, not manual reports
Seamless handoff from CRM into delivery
Outcome: Predictable delivery without chasing people.
Your Team is Doing Work Software Automation Should Already Be Doing.
Every manual step compounds as you grow. What starts as “quick admin” becomes hours of repeated effort, silent errors, and inconsistent execution across the business.
This usually shows up as:
Data copied between systems
Repetitive admin tasks no one owns
Processes that vary by person, not policy
Automations built once and never reviewed
Breakages discovered after damage is done
Your Team is Doing Work Software Automation Should Already Be Doing.
Every manual step compounds as you grow. What starts as “quick admin” becomes hours of repeated effort, silent errors, and inconsistent execution across the business.
This usually shows up as:
Data copied between systems
Repetitive admin tasks no one owns
Processes that vary by person, not policy
Automations built once and never reviewed
Breakages discovered after damage is done
Automation That Connects How Your Business Actually Operates
Most businesses don’t suffer from a lack of automation, they suffer from disconnected automation. Finance runs in isolation. CRM updates don’t reach delivery. HR, projects, billing, and reporting all operate on different timelines.
We design automation as the connective tissue between systems, so data flows once, updates everywhere, and work moves forward without manual intervention.
This means:
CRM activity triggers project creation and handoffs
Project progress syncs to finance for billing and revenue
Invoices, payments, and books stay aligned to delivery
HR and PM share workload, capacity, and ownership
One automation layer governs how tools connect
All automations are built with structure, monitoring, and clear ownership, so they don’t quietly break as the business scales.
Outcome: One connected operating system, less admin across every team, and automation you can trust.
Automation That Connects How Your Business Actually Operates
Most businesses don’t suffer from a lack of automation, they suffer from disconnected automation. Finance runs in isolation. CRM updates don’t reach delivery. HR, projects, billing, and reporting all operate on different timelines.
We design automation as the connective tissue between systems, so data flows once, updates everywhere, and work moves forward without manual intervention.
This means:
CRM activity triggers project creation and handoffs
Project progress syncs to finance for billing and revenue
Invoices, payments, and books stay aligned to delivery
HR and PM share workload, capacity, and ownership
One automation layer governs how tools connect
All automations are built with structure, monitoring, and clear ownership, so they don’t quietly break as the business scales.
Outcome: One connected operating system, less admin across every team, and automation you can trust.
Your Business Knowledge Exists, But it’s Unusable At Speed
Most teams already have the information they need. The problem is it lives across SOPs, Google Docs, Notion pages, ticket systems, CRMs, inboxes, and people’s heads. When answers take too long to find, work slows down and decisions suffer.
This shows up as:
Teams interrupting each other for answers
SOPs that exist but aren’t followed
New hires relying on tribal knowledge
Repeated mistakes from missing context
Leaders answering the same questions every week
A Living Knowledge System Your Team Can Actually Use
We don’t just store documents, we turn your existing business knowledge into a structured database that an AI agent can reliably retrieve from.
Your team asks questions in plain language. The agent pulls the right answers from approved sources, instantly, inside the tools they already work in.
This includes:
Centralized knowledge database built from your real docs
Clean structuring of SOPs, policies, and internal processes
Retrieval‑augmented AI agents grounded in your data
Slack / Teams native Q&A experience
Permissions, version control, and ongoing tuning
Outcome: Faster onboarding, fewer interruptions, consistent answers, and knowledge that scales with the business.
A Living Knowledge System Your Team Can Actually Use
We don’t just store documents, we turn your existing business knowledge into a structured database that an AI agent can reliably retrieve from.
Your team asks questions in plain language. The agent pulls the right answers from approved sources, instantly, inside the tools they already work in.
This includes:
Centralized knowledge database built from your real docs
Clean structuring of SOPs, policies, and internal processes
Retrieval‑augmented AI agents grounded in your data
Slack / Teams native Q&A experience
Permissions, version control, and ongoing tuning
Outcome: Faster onboarding, fewer interruptions, consistent answers, and knowledge that scales with the business.
Inside a Real TekConnected Engagement
A quick overview of who we are, how we think, and how we work with clients to fix broken systems, properly.
In this short walkthrough, you’ll see how we approach real client systems, not theory.
How we approach fixing messy CRM, project, and automation environments
How we work with clients to understand how their business actually operates
How we design systems around real workflows, not software defaults
See how we think, how we work, and how we partner with clients.
Products & Services
When CRM and work management live in different places, sales updates don’t reach delivery, teams manage work in silos, and reporting never reflects reality. We design Monday as a connected CRM and work management system so sales, delivery, and day-to-day execution stay aligned, with clear ownership, fewer handoffs, and visibility that actually matches what’s happening.
Asana
Work can feel busy without being predictable, with tasks spread across teams, shifting priorities, and deadlines that quietly slip. Leadership only sees issues once delivery is already at risk. We implement Asana as a structured delivery system so work, ownership, and progress stay aligned — with consistent workflows and real-time visibility built into how teams operate.
QuickBooks & Xero
When finance runs after the fact, revenue, billing, and delivery never quite line up, forcing manual reconciliation and guesswork. We connect QuickBooks and Xero directly to your operations so billing, revenue, and books stay aligned to what’s actually delivered.
Stripe
Payments shouldn’t be the end of the process. Too often revenue lands, but delivery, access, and reporting lag behind. We wire Stripe into your CRM, projects, and finance so payment events automatically trigger the next steps across the business.
Communities often sit outside the real operation, disconnected from onboarding, delivery, and retention. We design Circle spaces that integrate into your systems so communities actively support delivery, learning, and engagement, not just content.
n8n Automations
Many businesses have automations, but nothing truly connects. Data moves inconsistently, breakages go unnoticed, and no one owns the system. We use n8n to create a single orchestration layer that governs how CRM, PM, finance, and knowledge systems work together.
RAG Knowledge Agents
Your knowledge already exists, but finding the right answer takes too long. Docs, SOPs, and context live across tools and people’s heads. We turn that information into a retrieval system where AI agents return trusted, source-linked answers instantly.
Assistant Agents
Teams lose focus when experts become bottlenecks for routine questions and follow-ups. We deploy task-aware AI assistants that retrieve information, send emails, book appointments, and trigger workflows — reducing interruptions and freeing people to focus on higher-value work.
What Our Clients Are Saying
“TekConnected’s transformative touch on our funnel agency has been nothing short of revolutionary. With their expertise in implementing efficient systems and processes, we’ve navigated the competitive market with ease, achieving unprecedented success in both scale and efficiency.”
— Alex K Taylor
“Tekconnected totally leveled up our game at Arete Adaptogens! 🚀 Their automated tools and slick processes amped up our efficiency big time. Bagged some major contracts, like linking up with Vitamin World – massive move. And the remote team vibes? Next level. We're collabing globally like it's nothing.”
— Roddy Hanson
“We now thrive with cutting-edge systems and streamlined automations. They built our operations from scratch, paving the way for efficient growth. With their expertise, we’re investor-ready and confident in our potential. Highly recommend this team for transforming businesses with innovative solutions.”
— Akshay Gopal
Case Studies: Real Clients, Real Results
Click a Logo to Read Our Success Stories
Stop Fighting Disconnected Systems
See Where Your Systems Are Breaking, And How to Fix Them
Still chasing updates across CRM, projects, and finance
Teams doing manual work tools should handle
Knowledge locked in docs, inboxes, and people’s heads
Decisions slowed by missing or inconsistent information
In this call, you’ll see:
How your tools connect into one operating system
Where handoffs break and how to fix them
How automation removes admin without adding chaos
How AI agents deliver answers inside Slack or Teams
Schedule your free, no-pitch strategy & insight call with us today. Find a time that best suits you below.
Inside a Real
TekConnected Engagement
In this short walkthrough, you’ll see how we approach real client systems, not theory.
How we approach fixing messy CRM, project, and automation environments
How we work with clients to understand how their business actually operates
How we design systems around real workflows, not software defaults
See how we think, how we work, and how we partner with clients.
What Our Clients Are Saying
“TekConnected’s transformative touch on our funnel agency has been nothing short of revolutionary. With their expertise in implementing efficient systems and processes, we’ve navigated the competitive market with ease, achieving unprecedented success in both scale and efficiency.”
— Alex K Taylor
“Tekconnected totally leveled up our game at Arete Adaptogens! 🚀 Their automated tools and slick processes amped up our efficiency big time. Bagged some major contracts, like linking up with Vitamin World – massive move. And the remote team vibes? Next level. We're collabing globally like it's nothing.”
— Roddy Hanson
“Thanks to TekConnected, ScaleLabs.AI now thrives with cutting-edge systems and streamlined automations. They built our operations from scratch, paving the way for efficient growth. With their expertise, we’re investor-ready and confident in our potential. Highly recommend Mike and his team for transforming businesses with innovative solutions.”
— Akshay Gopal
Stop Fighting
Disconnected Systems
See Where Your Systems Are Breaking, And How to Fix Them
Still chasing updates across CRM, projects, and finance
Teams doing manual work tools should handle
Knowledge locked in docs, inboxes, and people’s heads
Decisions slowed by missing or inconsistent information
In This Call You WIll:
How your tools connect into one operating system
Where handoffs break and how to fix them
How automation removes admin without adding chaos
How AI agents deliver answers inside Slack or Teams
Schedule your free, no-pitch strategy & insight call with us today. Find a time that best suits you below.
Use the calendar to lock in your call, and let’s simplify your systems and take the pressure off your team.
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