Built Logic

See what AI can do

Connect the CRM, project and accounts software so each job is entered once

We take off your hands: re-keying each won job, customer and cost code into the accounts and project software and checking they match.

You get: jobs and customers set up once and kept in step across your software, with a list of anything that failed to transfer for your accounts team to fix.

Get a price for this

Or check first: Are we ready for AI?

The problem

We type the same job into three different pieces of software and they still don't match.

How it works

  1. What comes in

    • CRM (HubSpot, Salesforce), accounts or ERP (Sage, Xero, Eque2, COINS), project platform (Procore, Joblogic, Simpro)

  2. What AI does

    Maps records between software tools, syncs creation and changes, and logs any conflicts.

  3. What you get

    • Jobs and customers created once and kept in step, with a sync log

  4. Who signs it off

    Your finance team owns the code structures, and a named person sorts out any conflict between the accounts, project and CRM software.

What it needs to work

  • APIs on each piece of software
  • Agreed data ownership

If those aren’t in place yet, you’ll hear that before anything gets built.

Who it’s for

  • Main contractors
  • Specialist subcontractors
  • Developers and housebuilders
  • Surveyors and cost consultants
  • Manufacturers and suppliers

Where this joins up

What would this cost for your team?

Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.

Get a price for this

Or check first: Are we ready for AI?