Your team has better things to do than copy data.
A sale closes. Sales sees one record, operations sees another, and accounting has a third. Someone has to make them match before the work can move.
Rocket Driver connects CRMs, accounting software, online stores, scheduling and other business tools so your team can move information between them with less retyping and clear rules for errors. Keep the software that works. Remove the retyping between it.
Tell us which tools need to talk and what should happen between them. We’ll discuss what is possible, the practical approach, and fit.
New York based. Working with businesses and agency partners since 2011.Examples on this page are illustrative.
Keep useful software. Remove the work between it.
Replacing everything is rarely the answer. A built in connector, an automation platform, or a custom integration through each system’s API may close the gap, and we’ll tell you which one fits.
We start with the business: which information has to move, which system is the source of truth for each record, and what should trigger the next step. The approach follows that, including the limits of the platforms involved.
Where would a better connection make a difference?
A new lead from the website lands in your CRM, matches an existing contact where it can, and alerts the right person. Nobody rebuilds the same record in a second tool.
A multi location furniture retailer sells in four showrooms and online. Each order reaches inventory, delivery scheduling and accounting with the same details, and the team knows what happens when an order changes or an update fails.
A new customer platform needs billing information, booking availability, or account data from another system. Plan the connection alongside the product so the customer experience does not end at a screen the backend cannot support.
Several locations should not mean several spreadsheets. Agree on the definitions, access and update schedule, so reports combine on their own and everyone knows what the numbers represent.
Book a Project CallThe same order, with and without the connection.
Rocket Driver connects the tools a business already uses, so a sale entered once reaches every place it is needed. Here is one showroom order for a furniture retailer with four showrooms, in the sales tool and in accounting. Switch between the two views to see what changes.
Without a connection, the order lives only in the sales tool. Accounting has no record of it until someone retypes it from an email, and the old billing address is still on file.
Connected, the signed order reaches accounting in seconds with the same details, and the invoice uses the new billing address.
- Customer
- Paul Hendricks
- Items
- Sectional and dining set
- Order value
- $8,600
- Deposit
- 50% paid in store
- Billing address
- 41 Linden Ave
- Invoice
- Not createdINV 2207
- Customer
- Not enteredPaul Hendricks
- Balance due
- Not entered$4,300 at delivery
- Deposit
- Not recorded$4,300 received
- Billing address
- 12 Grove St, old41 Linden Ave
The connection is only part of the job.
What happens if the same order arrives twice? If a required field is missing? If someone edits the customer record in both systems?
We work through those situations before release. Decide which updates take priority, which actions can retry, what should stop, and who reviews an exception. Then test the failure cases, not just the first successful transfer.
That planning keeps a time saving connection from turning into another cleanup task.
Know what you are connecting before you commit.
Map the business handoff.
Identify the tools, people, records, and outcome the exchange needs to support.
Check the practical limits.
Assess available connectors, APIs, access permissions, vendor restrictions, and external costs.
Agree on rules and test them.
Set fields, timing, ownership, duplicates, and exception handling around the agreed scope.
Plan for continued use.
Document how the connection behaves and who handles problems. Scope monitoring, maintenance, and future changes separately where needed.
Rocket Driver builds custom software as well as integrations, so we can assess a missing application feature alongside the connection.
Software integration questions, answered.
Show us the handoff your business keeps repeating.
Bring the tools, an example record, and the action that should follow. Let’s discuss a connection that gives your team less copying and a clearer path from one step to the next.
Discuss the business requirement, possible approaches, and fit before committing to the build. Detailed discovery and solution design are scoped separately.
For agencies: offer software integrations under your own brand through a partnership plan. Explore White Label Delivery or Discuss a Client Project.