Customer and sales systems
Map contacts, opportunities, statuses and ownership. Define the authoritative source and duplicate-handling rules.
Integration approach
Your systems.
A considered connection.
Connections are scoped and configured for each project. The examples below are system categories, not a claim that every provider is already integrated.
The detail
Make the work clear.
Explore the thinking behind this part of Xevrion.
Knowledge and documents
Identify approved material, access permissions and update responsibility. Define how outdated information is retired.
Finance and payment records
Monzo payment links are the intended payment route. Payment confirmation and reconciliation require a separately verified process.
Reporting and data
Agree source access, field definitions, refresh expectations and reconciliation rules before displaying metrics.
Connection design
Connect the process, not just the accounts.
A connection is useful when it carries the right information, under the right permissions, into a clear next action.
CONNECTION DESIGN / CONCEPT MAP
Conceptual structure · Explore the detail below
Define the connection contract
For each system, agree which records are read or written, the event that starts the workflow and the expected output. Provider availability and account-plan restrictions must be checked.
- Source fields
- Allowed actions
- Refresh timing
Keep customer access separate
Use customer-owned accounts and the minimum access the workflow needs. Keep credentials out of public forms and separate one customer’s context from another’s.
- Customer ownership
- Scoped permissions
- Separate context
Design for interruption
External services can reject requests or become unavailable. Retry only when appropriate, avoid repeating completed actions and send unresolved failures to a visible queue.
- Duplicate protection
- Controlled retries
- Exception queue
Useful details
Before the next step.
Do I need to replace my existing tools?
Not necessarily. The first step is to assess whether your current systems support the required connections and whether a simpler workflow would meet the need.
Does every integration already exist?
No. The required connector, provider permissions and live behaviour must be implemented or verified for your scope before launch.
Keep exploring
Delivery approach ↗Prepare your inputs ↗Start a written brief ↗Connect the detail to your next decision.
Service scope & external inputs
Your systems. Connected by Xevrion.
Our fees cover the Xevrion implementation and ongoing service described in your proposal. External accounts, infrastructure and third-party charges are separate and supplied by you, unless expressly included in writing.
Xevrion delivers
The agreed automation, connected workflows, configuration, testing and ongoing optimisation. Your proposal defines the deliverables, supported integrations, operating limits and support scope.
You provide the foundations
Mailboxes, sending domains, your website and its hosting, plus any required CRM, data sources, payment account and software subscriptions. Website design, development, hosting and email accounts are not included unless specifically quoted.
Clear costs before activation
Third-party subscriptions, AI/API usage, prospect data, advertising spend and additional infrastructure are separate from our setup and monthly fees. We identify the required tools and estimated costs before activation; paid additions require your approval.
We help you identify what is needed and connect compatible accounts. You retain ownership and billing control of your external services.
Explore inclusions & launch requirements ↗