Built to work with what you already use
These are real integrations Vantage Works has built and run in production — not a checkbox list of every tool that exists.
Project management
Job costing, budgets, and document sync — the system running BB Carpentry's own operations today.
Automated scheduling once a lead is qualified, synced to real availability.
Bookkeeping & finance
Automated bank reconciliation and general-ledger sync, matching real transactions to real jobs.
Direct CSV/feed ingestion so transactions land in the right place without manual entry.
Lead & customer pipeline
Form capture and SMS/email follow-up for inbound leads.
Deal-stage automation so a lead's status stays accurate without manual updates.
For businesses without an existing CRM, a purpose-built pipeline scoped to your actual sales process.
Don't see your specific tool? Most of these connections are built on the same underlying automation layer (n8n) — if your tool has an API, it's very likely connectable. Ask on the discovery call.